EFACS操作指南.docx
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EFACS操作指南.docx
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EFACS操作指南
7.7EFACS操作指南
1.快速输入流程一览,本部分对应操作流程,可打印出来以提醒输入人员步骤。
2.
调整级别的流程
学生退费的流程
3.EFACS详细使用手册Revisedon2003-04
Contents
1.
2.
2.1.
2.2.
3.
3.1.
3.2.
3.3.
4.
4.1.
4.2.
4.3.
5.
5.1.
5.2.
5.3.
6.
Introduction
ThepurposeofthisdocumentistoprovideaquickandinformalreferenceforusersofEFACSversion3.31toEnglishFirstworldwide.DuetonatureofEFACS3s’requirementstomodelthebusinessprocessweintheITdepartmentstronglyencourageuserstoaskmorequestionsaboutusingEFACS.
PleasecontacttoyourlocalITsupport.
1.Generalinformation
EFACSisanapplicationdevelopedforEnglishFirstandEFEducationistheownerofthesourcecode.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.
2.0AboutEFACS
2.1WhatistheEFACSsystembasedon?
EFACS(EnglishFirstAdministrationComputerSystem)istailor-madetothespecificationoftheEnglishFirstoperatingprocess.WeteachEnglishsoourmainproductisthecourse.ThenewcoursecodeisaworldwidestandardizationforEF,whichisdividedinto4parts.Thereisacode,ascheduleandaleveltodefineeachcourse.Thecodeforacoursewillalwaysberepresentedinthefollowingformat:
AA-BB-CC-DDwhere:
AArepresentsthecoursetype(i.e.:
EFforEnglish@EF)
BBrepresentsthenumberofoccurrencesperweek(i.e.:
3Xfor3timesperweek)
CCrepresentsthenumberofEFACSUnitsperweek(i.e.:
12for20*12=240minutes)
DDrepresentthecourselevel(i.e.:
07forlevel7)
InthisexamplethecoursecodewillbeEF-3X-06-07
EFACSUnitvsACHs(AcademicHours)
1,AnEFACSunitisaperiodof20minutesrealtime.
AnACH(AcademicHour)isalessonthatcanbeof40,45,or60minutesrealtime.
ThismeansthatanACHiseither40or45minutes=2EFACSunits(withrounding,5minutesbreakinreallife),or60minutes=3EFACSunits
2,ForEnglishFirstITthismeanswemustpaycarefulattentionduringconfiguration.ConfigurationofthispropertycanbefoundatFile/Admin/OfficeSetup.YouwillfindaboxcalledPerioddurations.Thisshouldonlyhave20theminuteoptionenabledwhichequalsanEFACSunitandshouldbesetupasdefault,(a"D"nexttothe20).Inthescheduling/Intervalboxshouldbe40,45or60(representingtheACH).
YouwillalsohavetoenterthepriceperunitwhendefiningtheavailabilityoftheArticles.ThatmeansthatthepriceofthecourseenteredhereshouldbeperEFACSunit(notACH).Yesitispossibletomodifypriceslateronwhendefiningeachcourse.
2.2CourseDefinition
Thisdialogconsistsofthreegroupscourses,scheduleandavailablecourses.Usingthe“Add”buttononthebottom,youcanaddthecourseselectedonthe2topboxestothelistofavailablecoursesonthebottom.InthiscaseweaddedEFlevel2,3xperweek6hoursperweekforatotalof40hours.Nowwecandefinethepriceforthiscourseusingthe“EditPrice”buttononthebottom.
Thenewscreenwillallowyoutoenterthepriceforthisspecificcoursetype.YoucanentrytotalpriceorentryPriceperUnit.
3Customers
3.1Savingacustomer
Afterspecifyingthisinformationyoucansavecustomerbyclickingthebuttonwithdisketteicononit.
Howtoaddanewcustomer
1.ClickFunctionsMenuandselecttheoptioncustomersandthecustomers’windowwillappear.
2.Clickthebuttonfurthestleftwith+onbutton,incustomers’window.ThentheAddressEntryformappears
3.EnteratleastFirstName,LastNameandaphonenumber(wheneverpossible)andthenclickOK.
1
4.Nextisthecustomers'newrecordform,youcanspecifyalltheinformationaboutthecustomer.YoumustenterdetailsinthesourcecodesandnextactiontypeontheMaintab.Whenenteringthisinformationyoucangetadropdownboxlistofalternativesbyinserting@andclickingtabbutton.AfterenteringthisinfotothecorrespondingfieldsyoucansavenewrecordinCustomerstablebyclicking“save”button(withdisketteicononit).
SourceCodeisacodeof3categoriesspecifyinghoweachCustomerreachedtheschool.Itisveryimportanttoprovideasmuchmarketinginformationaspossible.Thisinformationcancontributetothesuccessofyourschool-sogetintothehabitofgatheringasmanydetailsfromanyinquiresandstudents.Byanalyzingthisinformationwecanimprovemarketingutilization,andyoucanimproveyourschoolsperformance!
SummarySourceCodeiscombinationof3groupsdefinedby3digitseach.Whilstcompletingthissectiondonotforgettousethe@symboltohelpyoucheckonoptionsandremembercodeswiththepopupoptions.Seebelowforanexampleofmatchingup.
1Category.
ItdescribeswhatkindofisthemarketingmediaattractedthecustomertocontactEF.Itcouldbebanners,flyers,signage,TV,radioetc.
CodeTypeDescriptionRange
000CategoryUnknown
1**CategoryRecommendation
2**CategoryNewspaper/Magazine
3**CategoryBanner/Signage
4**CategoryPoster411->499
400CategoryPosterUnknown
5**CategoryFlyer511->599
500CategoryFlyerUnknown
6**CategoryExhibition
7**CategoryRadio/TV
8**CategoryDirectMail/Internet
9**CategoryOther
2TheArea.
Itcanbepartofthecountryorpartofthecitydependingonhowyouwishtodefinethemarketinginformation.
000AreaUnknown
1**AreaLocal100-699samecity
7**AreaRegion700-899Suburb
9**AreaOther900-999Further
3Place.Inthecity,forexampleCenterSquare.
000PlaceUnknown
1**PlaceHome111-999
2**PlaceMall/ShoppingCenter
3**PlaceSchool/Uni/College
4**PlaceRestaurant/Club/Hotel
5**PlacePublicPlaces/Transportation
6**PlaceOffices/Squares
7**PlaceRecreationalArea/Zoos/AmusementParks/Cinema
8**Place
9**PlaceOther
Note:
Trytokeepsomelogici.e.230->McDonaldsunknown.231->McDonaldsKensington
Thesecodesareorganizedinlogicalorder.Forexamplecodesbeginningswith1attheCategoryfieldaredifferentrecommendations.110canbeRecommendationbyfriend,120RecommendationbySiblingetc.Thesameiswiththerestoffieldsandlet’ssay100meansshoppingcenters,so110couldbeCarrefour,120Auchanand130CashandCarry.AlltheSourceCodesaremandatoryandevenwhenyouhavepotentialclientwhoonlywantstogetonlyfewdetailsregardingcoursesatEnglishFirstyoushouldaskher/himwheres/hefoundtheschool’sphonenumber.Sometimesitisimpossibleandthenyoucanspecify000asaSourceCode.Itmeans‘Unknown’ineachcategoryofcode.
Thenextactionisagroupofthreefieldsenablingyoutospecifywhatwillbenextactivitywhenitwilltakeplaceandatwhattime.ForexampleitcouldbethattheclientwillvisitEF,orEFtocallbacketc.Youwillalsoneedtogetaphonenumberforfuturecontact.Ifpossibleyoushouldfilltherestoffieldswiththeclientshelp,theseareadditionalphonenumbers(atthedayandevening),faxnumbers,anyothercontacts,email.Youcanputdateofbirthandyouwillgettheageofcustomerorjustspecifytheage
NOTE,sthataminimumamountofinformationneedstobeenteredtoeachcustomerbeforeyoucansavethecustomer.ThisistheSourcecodeandtheNextActionType.
Historyisthenexttabthatyouwillsee.Thisfillsitselfautomaticallyandisausefulreferenceforthefuture.
3.2Bookingacustomerontothecourse
1.GototheCustomerswindowbyclickingCustomersbutton
2.FindtheCustomerandentertheCustomersdetailedformbyclickingontablerawwithspecifiedName.
3.ChooseBookingstab.
4.ClickBookbuttonunderbookinglistatthemiddleofform.Course/ArticleBookingformappears.
5.Chooseaparticularcoursebasedonstudentknowledgeortimepreferences,highlightthecourseandclickbook.InthisexamplewehavechosenanEnglishcourseatlevel1whowillstudy5timesaweekforatotalof20unitsperweek.
6.ThechosenarticleappearsinBookedArticleslist.
7.ClickBookItbuttonattherightdowncorneroftheform.Thenyouwillseethebookingmadeasinthepicturebelow.
8.SaveCustomerinformationbyclickingdiskettebutton
Don’tforgettobookanycoursematerials!
3.4GatheringStudentsavailablef
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