卷系统安装及使用指南操作

EFACSRECORDSHEET课程顾问在EFACS EFACSRECORDSHEET课程顾问在EFACS果是散客，即选择Walk-IN，如果是打电话进来，选择Call-In标，同时在RECORDSHEET上记录根据实际情况输入NextActiontoVisit，并输入下一次预约的具体日根据实际情况输入客人的SourceEFEFACS/history；同时把预约名字和时间输入公用文件：InterviewBookingSheet中 注明：FirstContactreport只存在于EFACS3.31中。FD:INTERVIEWBOOKINGSHEET如果未预约，按顺序指定课程顾问接RECORDSHEET在CustomerFD:INTERVIEWBOOKINGSHEET如果未预约，按顺序指定课程顾问接RECORDSHEET在CustomerSALESKITFABEBookingbookBOGI品，DI开头的折扣。BookBOOKITSTUDENTFORM资料输入EFACSFD：资料输入EFACS根据需要选择是否打印Receipts选择OK完成。再次进入Booking界面，选择学生的放对应的class里面。前台FD或财务。FD票、发放相应材料等。输入EFACS,并如不愿付费，CallbackandcreatebelievableurgencytoasktheSs在Income报表中得到应收报表。Productionreport产量报表。注明：WeeklysalesreportEFACS3.31以前版本没有Total调整级别的调整级别的EFACSBookingPLACE选中要调班的记录，选择UNPLACE将booking从班中取出。入客人的Finance界面，选中要改变的任在EFACS上作记录WeeklySalesFranchiseFrom于EFACS3.31中。学生退费的EFACS先进入Function->Course，选中该退费选择该学生名字，然后选择学生退费的EFACS先进入Function->Course，选中该退费选择该学生名字，然后选择Correction财务或FDWeeklySalesFranchiseFrom于EFACS3.31中。EFACS3.31以前版本中无法使用correction直接调整金额。Out功能。Revisedon2003-Revisedon2003-AboutEFACSWhatistheEFACSsystembasedSavingaBookingacustomerontotheGatheringStudentsavailableforacourseAddingnewPlacingCustomertotheMakingCreditFAQs(FrequentlyaskedThepurposeofthisdocumentistoprovideaquickandinformalreferenceforusersofEFACSversion3.31toEnglishFirstworldwide. DuetonatureofEFACS3s’requirementstomodelthebusinessrequirementstomodelthebusinessprocessweintheITdepartmentstronglyencourageuserstoaskmorequestionsaboutusingEFACS.PleasecontacttoyourlocalIT1.GeneralEFACSisanapplicationdevelopedforEnglishFirstandEFEducationistheownerofthesourcecode.SoinordertorunEFACS3.31youneedtopurchasethecorrect4Dsoftwarethatisacommercialproduct.4dlicensingmeansthatyouhavetopurchasealicensecorrespondingtonumberofuserswhoworkwithEFACSatthesametime(i.e.concurrentconnections).The4Dlicenserequiredcanbepurchasedfrom4Ddirectly(detailsofwhichcanbefoundat)orfromyourlocalagent(4Drecommendeddistributorscanbefoundat).4Dlicensingforaclient-serverdeploymentdependsonthenumberofconcurrentconnectionsto4DServer.4DServercontrolshowmanyclientsareconnectedtodatabase.Whenaclienttriestoconnecttheserver,the4DServerchecksthenumberofalreadyconnectedusers.Ifthenumberofconnectedusersisequaltothenumberofentered4Dlicenses,theserverrejectsthisrequest.Inthe4denvironmentauserisanaccountforanindividualworkingonthesoftware.In4Dlicensingtheterms“user”doesnotreferstoanindividualperson.Itreferstoconcurrentconnectiontotheserver.Thereforethenumberofusersisactuallythenumberofcomputersconnectedtotheserversimultaneously.Inotherwordsaclientmachinecanhavemanydifferentpeopleaccessingthe4dsoftwarethroughoutthedayviatheirownuseraccount.Allindividualshavetheirownuseraccounttologinwiththerestrictionisthenumberofusersthatcanconnecttotheserveratthesametime.Anyusercanuseanycomputerprovidingtheclientsoftwareisinstalledandcancommunicateacrossthenetworktotheserver.Upto2.0About2.1Whatisthe2.1WhatistheEFACSsystembasedEFACS(EnglishFirstAdministrationComputerSystem)istailor-madetothespecificationoftheEnglishFirstoperatingprocess.WeteachEnglishsoourmainproductisthecourse.ThenewcoursecodeisaworldwidestandardizationforEF,whichisdividedinto4parts.Thereisacode,ascheduleandaleveltodefineeachcourse.Thecodeforacoursewillalwaysberepresentedinthefollowingformat:AA-BB-CC-DDAArepresentsthecoursetype(i.e.:EFforBBrepresentsthenumberofoccurrencesperweek(i.e.:3Xfor3timesperCCrepresentsthenumberofEFACSUnitsperweek(i.e.:12for20*12=240minutes)DDrepresentthecourselevel(i.e.:07forlevel7)InthisexamplethecoursecodewillbeEF-3X-06-EFACSUnitvsACHs(Academic1,AnEFACSunitisaperiodof20minutesrealAnACH(AcademicHour)isalessonthatcanbeof40,45,or60minutesrealtime.ThismeansthatanACHiseither40or45minutes=2EFACSunits(withrounding,5minutesbreakinreallife),or60minutes=3EFACSunits2,ForEnglishFirstITthismeanswemustpaycarefulattentionduringconfiguration.ConfigurationofthispropertycanbefoundatFile/Admin/OfficeSetup.YouwillfindaboxcalledPerioddurations.Thisshouldonlyhave20theminuteoptionenabledwhichequalsanEFACSunitandshouldbesetupasdefault,(a"D"nexttothe20).Inthescheduling/Intervalboxshouldbe40,45or60(representingtheACH).YouwillalsohavetoenterthepriceperunitwhendefiningtheavailabilityoftheArticles.ThatmeansthatthepriceofthecourseenteredhereshouldbeperEFACSunit(notACH).Yesitispossibletomodifypriceslateronwhendefiningeachcourse.UpUpto2.2CourseThisdialogconsistsofthreegroupscourses,scheduleandavailablecourses.Usingthe“Add”2.2CourseThisdialogconsistsofthreegroupscourses,scheduleandavailablecourses.Usingthe“Add”buttononthebottom,youcanaddthecourseselectedonthe2topboxestothelistofavailablecoursesonthebottom.InthiscaseweaddedEFlevel2,3xperweek6hoursperweekforatotalof40hours.Nowwecandefinethepriceforthiscourseusingthe“EditPrice”buttononthebottom.Thenewscreenwillallowyoutoenterthepriceforthisspecificcoursetype.YoucanentrytotalpriceorentryPriceperUnit.Upto33.1SavingaAfter3.1SavingaAfterspecifyingthisinformationyoucansavecustomerbyclickingthebuttonwithdisketteicononit.HowtoaddanewClickFunctionsMenuandselecttheoptioncustomersandthecustomers’windowwillappear.Clickthebuttonfurthestleftwith+onbutton,incustomers’window.ThentheAddressEntryformappears3.3.EnteratleastFirstName,LastNameandaphonenumber(wheneverpossible)andthenclickOK.14.14.Nextisthecustomers'newrecordform,youcanspecifyalltheinformationaboutthecustomer.YoumustenterdetailsinthesourcecodesandnextactiontypeontheMaintab.Whenenteringthisinformationyoucangetadropdownboxlistofalternativesbyinserting@andclickingtabbutton.AfterenteringthisinfotothecorrespondingfieldsyoucansavenewrecordinCustomerstablebyclicking“save”button(withdisketteicononit).SourceCodeisacodeSourceCodeisacodeof3categoriesspecifyinghoweachCustomerreachedtheschool.Itisveryimportanttoprovideasmuchmarketinginformationaspossible.Thisinformationcancontributetothesuccessofyourschool-sogetintothehabitofgatheringasmanydetailsfromanyinquiresandstudents.Byanalyzingthisinformationwecanimprovemarketingutilization,andyoucanimproveyourschoolsperformance!SummarySourceCodeiscombinationof3groupsdefinedby3digitseach.Whilstcompletingthissectiondonotforgettousethe@symboltohelpyoucheckonoptionsandremembercodeswiththepopupoptions.Seebelowforanexampleofmatchingup.1ItdescribeswhatkindofisthemarketingmediaattractedthecustomertocontactEF.Itcouldbebanners,flyers,signage,TV,radioetc.Banner/Signage411->Radio/TVRadio/TV511->2TheItcanbepartofthecountryorpartofthecitydependingonhowyouwishtodefinethemarketinginformation.100-699same700-899900-9993Place.Inthecity,forexampleCenterMall/ShoppingCenterSchool/Uni/CollegeRestaurant/Club/HotelOffices/Squares111-RecreationalArea/Zoos/AmusementParks/Note:Trytokeepsomelogici.e.230->McDonaldsunknown.231->McDonaldsThesecodesareorganizedinlogicalorder.Forexamplecodesbeginningswith1attheCategoryfieldaredifferentrecommendations.110canbeRecommendationbyfriend,120RecommendationbySiblingetc.Thesameiswiththerestoffieldsandlet’ssay100meansshoppingcenters,so110couldbeCarrefour,120Auchanand130CashandCarry.AlltheSourceCodesaremandatoryandevenwhenyouhavepotentialclientwhoonlywantstogetonlyfewdetailsregardingcoursesatEnglishFirstyoushouldaskher/himwheres/hefoundtheschool’sphonenumber.Sometimesitisimpossibleandthenyoucanspecify000asaSourceCode.Itmeans‘Unknown’ineachcategoryofThenextactionisagroupofthreefieldsenablingyoutospecifywhatwillbenextactivitywhenitwilltakeplaceandThenextactionisagroupofthreefieldsenablingyoutospecifywhatwillbenextactivitywhenitwilltakeplaceandatwhattime.ForexampleitcouldbethattheclientwillvisitEF,orEFtocallbacketc.Youwillalsoneedtogetaphonenumberforfuturecontact.Ifpossibleyoushouldfilltherestoffieldswiththeclientshelp,theseareadditionalphonenumbers(atthedayandevening),faxnumbers,anyothercontacts,email.YoucanputdateofbirthandyouwillgettheageofcustomerorjustspecifytheNOTE,sthataminimumamountofinformationneedstobeenteredtoeachcustomerbeforeyoucansavethecustomer.ThisistheSourcecodeandtheNextActionUptoHistoryisthenexttabthatyouwillsee.Thisfillsitselfautomaticallyandisausefulreferenceforthefuture.UptoUpto3.2Bookingacustomerontothe1.GototheCustomerswindowbyclickingCustomersFindtheCustomerFindtheCustomerandentertheCustomersdetailedformbyclickingontablerawwithspecifiedName.ChooseBookingsClickBookbuttonunderbookinglistatthemiddleofform.Course/ArticleBookingformappears.Chooseaparticularcoursebasedonstudentknowledgeortimepreferences,highlightthecourseandclickbook.InthisexamplewehavechosenanEnglishcourseatlevel1whowillstudy5timesaweekforatotalof20unitsperweek.ThechosenarticleappearsinBookedArticleslist.7.7.ClickBookItbuttonattherightdowncorneroftheform.Thenyouwillseethebookingmadeasinthepicturebelow.8.SaveCustomer8.SaveCustomerinformationbyclickingdisketteDon’tforgettobookanycourseUpto3.4GatheringStudentsavailableforaThereare2options.Firstly,youcanimmediatelycreatethecourseandthenaddthestudentsdirectly,(thisrequiresverygoodplanning).FormoredetailsseeCoursessectionbelow.Alternativelybeforeyoucanaddstudentstoacourseyoumayfindthatyouneedtoyouneedtogatherthosestudentsavailabletomakeupthecourse.Thereforewewillgatherwiththeunplacedbookingsreport.ClickonToolsfromthemenuandselectstandardreports(atablemustbeSelectproductionfromthecategoriesboxandthenunplacedbookingsfromthemenuontheright.3.3.Thenselectthetimeframethatyouwishtogatherunplacedstudentsfrom.ThenyouareabletofillinthedetailsofthecourseaccordinglyUptoUpto44.1Addingnew4.1AddingnewClickCoursesbuttononthemainbuttonbarandthecourseslistappears.Clickrightbuttonwithpictureof+intheCourseswindow.InCourses:NewRecordyoushouldspecifyFullCourseCode,Classroom,Teacher’snameandDatesareaontheMaintab.4.4.Don’tforgettousethe@signandthenhitthe“enter”buttontohelpyouwithoptions,asbelowwiththeclassroomsfield.Afterthisyoucansavenewcoursewithspecifiedinfobyclickingbuttonwithdiskettepicture.5.5.Aftercompletingthesedetailsthecourseisnowcreated.Inordertobeabletoplacestudentsontoacourseyouwillneedtoarrangethecourseusingthearrangebutton.Thenyouwillhavetocompletethedetailsaboutthefrequencyandtimeoftheclass(seebelow).6.6.Thenextstepistolockthecourse,thisbasicallyconfirmsthecourseandimportantlymakesitavailableforstudentstobeplacedonthecourse.Youwillseethattheclassesthemselveshavebeenaddedonthe“Classestab”.Oncethisisdoneyouwillnoticethatyouarenowabletoplacestudentsdirectlyfromthestudentstab.Thisleadsusintothenexttopic.UptoUpto4.2PlacingCustomertotheYoucandothisintwoways,eitherfromthecoursefindacustomerasmentionedabove.FirstfromaCustomerwhenforexampleyouhavestudentands/hehasnocourseGototheCustomerswindowbyclickingCustomersFindtheCustomerandentertheCustomersdetailsChooseBookingsChooseBookingsClickPlacebuttonatthemiddleoftheformtoseethecoursesTheofcoursesinterestingfortheCustomercanbeviewedbyclickingShowRunningCoursesbuttonorbyfilteringbaseonfieldsatthetopofform.ThenChoosetheDouble-clickorDouble-clickorclickPlacedStudentSaveCustomerSecondly,fromCoursewhenCustomerwantstoapplytothespecifiedcoursealready1.GototheCoursewindowbyclickingCourseChooseCourseChooseCoursebyclickingonthetablerawwithparticularcourse.YoucanplaceCustomeronlytotheLockedCourse!TheCoursedetailedformappears.ClickStudentstab.ClickPlaceStudentbutton.StudentPlacementformappears.SpecifystudentinformationbyenteringdatatothefieldsoverthePlacedStudentlist,(denotedbyredcircle).ChoosestudentfromchoicelistandOK.ClickPlace4.SaveCourseUp4.SaveCourseUpto4.3AttendanceToprintoradddetailstotheattendancerecordselectcourses,thentheclasses’tab.ThenyoucanselecttheAddAttendanceorPrintAttendancebutton.Notethat,Twoweeksaftertheafterthedatehaspassedyouwillnotbeabletoaltertheattendancerecord!Alsooncetheclassisconcludedyoucouldonlyalterthetestresults.Upto55.1MakingPayments5.1MakingPaymentscanbecontrolledfromCustomerdetailedwindow,StudentstabinCoursedetailedwindow.IntheFinancetaboftheCustomerdetailedformyoucanfindalistofpaymentactivity.Youcanseeinvoices’recordscreatedduringbookingandpayments’records.Thereare4typesofpaymentstatus.<Paid>Meanstheselectedinvoicehadbeenpaid.<Unpaid>Meansyoucanpaytheinvoice.<Part>Meanspartofinvoicehadbeenpaid.<DUES>meanstheinvoicevaluehadbeenchanged.Selectthe<Unpaid>or<Part>invoiceinleftwindow,andpressthePaybutton.Thenitwilldisplayapaymentwindow.Hereyoumustentertheamountreceivedandthemethodofpayment.ThenclickOkandthepaymentwillbeprocessedandthebalancewillindicateanyoutstandingamount.UptoUpto5.2SetSometimestudentneedpayfullcoursefromdifferentperiodespeciallywhentheybuyastagecourses.Youcansetupinstallmentmorethan3timesinnew3.31version.YouneedpressinstallmentbuttoninthefinanceWhenyoupressinstallmentbuttonforanewinvoice,thenInstallmentwindowwillappear.YouWhenyoupressinstallmentbuttonforanewinvoice,thenInstallmentwindowwillappear.Youcanuse"NewInstallment"toaddapaymentday,andyoushouldspecifythepaymentamount.Theinstallmenttotalshouldlessorequaltoinvoicebalance.Afteryouspecifytheinstallment,theinvoicedescriptionwillbechangedto<DUES!>.Andtotalduesamountwillbedisplayed.Upto5.3ChangeUpto5.3ChangeThechangevalue'spurposeistosetuprefundandMBG(Moneybeguarantee)YoucanchangeperInvoiceamountwhenyouwanttogivecustomerrefund.Thenewamountwillbetherealvaluethatcustomerneedtopay.ChangeValueisnotmeansdiscount,ifyouneedgiveoutsomediscount,youneedselectadiscountcodeduringbooking.Thediscountcodeisstartwith"DI"Youneedselecta<Paid>invoicefirst,thenpresschangevaluebutton.Thechangevaluewindowwillappear.YoumustentrypurposeandNewvalueinordertocompletethisoperation,thenewvaluewillbetheexactlyamountthatcustomerneedtopay.ie:Thetotalinvoiceamountis1260,andthecustomerhadpaiditalready.Duetosomereason,youwanttomake200asrefund.Youneedsetupnewvalueas1260-200=1060.Afteryouentrypurpose,andpressokbutton,thesystemwillsetup200asrefundUpto6BelowyouwillfindsomeofthemostcommonlyaskedquestionsaboutEFACS.Ifananswertoyouquestion6BelowyouwillfindsomeofthemostcommonlyaskedquestionsaboutEFACS.Ifananswertoyouquestion(nomatterhowsmall)isnotavailablesendyourquestiontoyourlocalITsupport.1.Idon’tliketyping–IthurtsmyfingerscanyouYESifyoutypethecharacter@intoanemptyboxthenpressenteryouwillbegivenadropdownmenutochoosefromwithachoiceofappropriatewordstoinsert.Justclickontheword.Thiswillhappenwith90%oftheboxes.2.WhatisthesolutiontothenetworkcomponentserrorYouneedtoreinstallthenetworkcomponentsonboththeserverandclient.FurthermorecheckinstallationandtheprotocolsthatyouareusingontheNetwork(TCP/IP,NetBEUI3.Wehave4DserverrunningonPDCasservice.WhenIlogontotheworkstationwithadministratorrights,Icanopenandworkwiththedatabase.IfIlogonontotheworkstationwithuserrights,Ican'topendatabasewitherror:"10002.Thedatabasecannotbeused".Checkthesecurity(localandnetwork)aswellastheownershipofthe4DClientAlsoontheNTWorkstation,theusermightneedfullaccess(locally)tofolder:4.HowcanImodifyTomodifytheclassroomwhilstloggedonasausergotothemaintabandortheClassestab.M