Set up the clearance checks to upload the conditional offer evidence. Then, set up the document placeholder to upload general offer evidence. Finally, customise the communication templates for conditional offers.
Pre-requisites
Ensure that the administrator setting up personalised offers and admissions staff have the required permissions.
- Administrator
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Administrators require the permissions in the table Admin permissions to set up personalised offers. For more information on permissions, go to What is authorisation?
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Admin permissions Task
Authorisation area
Permission
Check the permissions of the admissions staff
Admin
Manage authorisation
Add document types and clearance checks
Reference data
Edit reference data
Set up workflow
Workflow
Edit the schemes
- Admissions staff
- Admissions staff have permissions to process applications at the required desks. For example, applications officers have permissions to process applications at the desk MyReviews. For personalised offers, admissions staff must also have the permissions detailed in the table Staff permissions. For more information on permissions, go to What is authorisation?
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Staff permissions Task
Authorisation area
Permission
Add clearance checks to applications
Applications
Applications - Edit
Download and review documents
Applications
Documents - Edit
View communications
Communications
Communications
Set up personalised offers
Set up personalised offers as detailed below.
Add the clearance checks to upload conditional offer evidence
Add the clearance checks as follows:
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Go to Admission settings and then Reference data and then Documents.
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Add the required document types, such as English test results and Passport, and set the maximum file size and the allowed file types.
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Go to Admission settings and then Reference data and then Applications.
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Open the reference data Clearance check type and the go to
to manage the reference data. -
Add the required clearance check types, such as English assessment and Scanned copy passport. For each clearance check type, edit the fields such as Days to respond and Applicant facing description, as required. However, edit the clearance checks for conditional offer evidence as follows:
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For Clearance check type category, select Conditional offer.
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For Document placeholder to create, select the document type, such as English test results or Passport.
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Set up the document placeholder to upload general offer evidence
Define the maximum size and file types allowed by the document placeholder to upload general offer evidence as follows:
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Go to Admission settings and then Reference data and then Documents.
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Edit the document type GeneralOfferEvidence as required. For example, set the maximum file size to 10 MB and the allowed file types to PDF, PNG, and JPEG.
Customise the communication templates
Customise the communication templates as follows:
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Go to Admission settings and then Communication templates.
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Edit the template Condition offer letter as required. For more information, go to What are communication templates?