- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
Admissions
The Admissions module is used to manage the process of enrolling and tracking students who join a course with your organization. The workflow is supported by checklists that can be applied to each admission, allowing you to track required documents, payment status, and other key milestones.
When you open the Admissions module in the configuration view, you will see:
- A description of the module
- File types linked to the entity
- Auto numbering settings
From here, you can edit file types, restore default settings, and adjust auto numbering rules.
You can activate or deactivate the module by toggling the switch in the top right corner of the screen.
How to edit file types in admissions
To edit a file type, click the action icon (…) at the end of the item row and select Edit. Update the file type details as needed, then click Save to apply the changes.
How to restore file type defaults in admissions
To revert a file type to its default settings, click the action icon (…) at the end of the item row and select Restore Defaults. A modal window will open showing the default file type settings. Click Save to confirm and restore.
Auto numbering settings in admissions
Auto Numbering automatically assigns sequential IDs or numbers to new admissions, ensuring consistent record tracking.
In this section, you will see:
- Company – The company or companies (e.g., course or training providers) the numbering applies to.
- Numbering Pattern – The numbering format defined by the administrator. All new admissions will follow this pattern.
- Next Number in Sequence – The next number that will be assigned according to the rule you create.
The action icon (…) at the end of each row allows you to edit these settings.
How to edit auto numbering settings in admissions
To update auto numbering, open the Configuration tab and select Modules, then choose Admissions. In the list, find the item you want to change, click the action icon (…) at the end of the row, and select Edit.
A modal window will appear where you can adjust the required fields. In the Numbering Pattern field, enter the desired numbering format. In the Next Number in Sequence field, either type the value manually or use the counter to set it. Once all changes are made, click Save to apply them.
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