Training Courses & Schedules

For details of possible training for other systems within student systems, please click here.

 

To access the eVision Training Schedule please click the link below.

 Training Schedule

 

Please contact Students Systems Training if you have any queries or would like to be added to a training course waiting list.

 

College: Undergraduate Admissions - Single Certificate Verification

Course College: Undergraduate Admissions - Single Certificate Verification
Duration 3.5 hours
Description This course introduces College Admissions Officers to the procedure and process steps to enable them to manage undergraduate admissions in eVision once an offer has been made.  
Objectives

By the end of this course delegates will be able to:

  • Successfully search for undergraduate applications
  • Confidently navigate the different areas of the application tabbed view
  • Accurately amend the fields for: admissions programme, point of entry, year of entry, offer type and / or college offer
  • Effectively manage declared qualifications Including: mark as not required; adding new qualification; updating a declared qualification; update and verifying qualification
  • Successfully verify an English language qualification or International Baccalaureate (IB)
  • Effectively manage verified qualifications including: view and update verified qualifications, delete verified qualifications; update other UCAS conditions
  • Successfully upload scanned versions of the verified qualification for reference purposes
Intended audience College Admissions Officers  
Pre-requisites N/A
Format Hands-on IT session, with practical exercises.  
Documentation Undergraduate Admissions Manual (colleges) (13,606kb)  

College: Undergraduate Admissions - Results Matching and Confirmation of Offer

Course College: Undergraduate Admissions - Results Matching and Confirmation of Offer
Duration 3.5 hours
Description

This course introduces College Admissions Officers to the procedure and process steps to enable them to carry out results matching on individual applications and manage the confirmation or rejection of applicants.

Objectives

By the end of this course delegates will be able to:

  • Retrieve a list of applicants
  • Amend applicant contact details
  • Run the results matching process for individual applicants
  • Confirm successful applicants (inc. in bulk)
  • Request a change: college, year or point of entry
  • Record a manual decision for non-UCAS provided qualifications
  • Confirm unqualified applicants or transfer unqualified applicants to a departmental unqualified pool
  • Receive transferred applicants and either confirm or return to the pool
  • Confirm or reject unqualified applicants returned by departments
  • Manage Open Offer Unconditional Applicants
  • Run Release to Card Office
  • Run associated reports
Intended audience College Admissions Officers and administrators
Assumed knowlegde
Able to navigate the standard eVision screens. Understand the process for verifying qualifications.
Format Hands-on IT session, with practical exercises.  

Documentation

Undergraduate Admissions Manual (colleges) (13,606kb)

College: Graduate Admissions

Course College: Graduate Admissions
Duration 1/2 day
Description

This course will enable college administrators to manage graduate admissions activities accurately using eVision.

Objectives

By the end of this course you will be able to:

  • Retrieve and review applications
  • Maintain applicant contact details
  • Manage college decisions and offers
  • Record applicant responses
  • Upload documents including offer letters and financial declarations
  • Record college condition outcomes
  • Maintain scholarship and award details for applications including recording, editing and deleting scholarship information
  • Review dataviews for key graduate admissions information for colleges

Optional element:

  • Record college allocation decisions against PGCE applications
Intended Audience College adminstrative staff who are required to use eVision to support the graduate admissions process.
Pre-requisites
  • Basic web browser knowledge
  • Basic knowledge of using a computer, keyboard and mouse
Format  Hands-on IT session, with practical exercises.
Documentation
Course Dates Course dates can be found on the Schedule page.

College: College Records: Members, Groups and Collections

Course College: College Records: Members, Groups and Collections
Duration

3.5 hours

Note: Collections will be covered at the end of the course and anyone attending the training who does not have Collections access, will be given the opportunity to leave at this point.

Description

The purpose of this course is to introduce those responsible for Academic Administration to the concepts and process steps to enable them to manage their members, create and groups and record collection details using eVision.

Content:

  • Accessing eVision and searching for student records
  • Record student resources, needs and notes
  • Create other member’s record
  • Update existing other member’s record
  • Create college privileges
  • Create and update college groups

If applicable (users with Collections access)

  • Create college sites, buildings and rooms
  • Create collections
  • Record student’s collection results
Objectives

By the end of this course delegates will be able to:

  • Confidently search for student and other member (e.g. college only / college and university staff) records
  • Correctly update member’s records with resources, notes and needs
  • Accurately create and update other member’s records
  • Successfully create groups and create associated college privileges

 If applicable (users with Collections access)

  • Successfully create college sites, buildings and rooms records
  • Effectively create and manage collection records including: adding students, adding invigilators, assigning rooms and recording student results 
Intended audience College Academic Administrative staff.
Assumed knowlegde
N/A.
Format Hands-on IT session, with practical exercises.  

Documentation

See College Records Documentation
Course Dates  Course dates can be found on the College Records page.

Department: Undergraduate Admissions

Course Department
Duration 3 hours
Description

The purpose of this course is to introduce Departmental Admissions Officers to the procedure and process steps required to enable them to manage undergraduate applications.

Objectives

By the end of this course you will be able to: 

  • Retrieve and view an application
  • Manage a Qualified Pool and an Unqualified Pool
    • Transfer an applicant to another college
    • Return an applicant to the offering/underwriting college
  • View Pre-pool unqualified applicants
  • Manage Open Offer Unconditional Applicants
  • View an Overview of Confirmation Applicants
  • Run associated reports
Intended Audience Departmental admissions co-ordinators/officers/administrators
Assumed knowledge
Be able to navigate standard eVision screens.
Format Hands on IT session, with practical exercises.
Documentation Undergraduate Admissions Manual (departments) (2,791kb)

Department/Division: Graduate Admissions

Course Department/Division
Duration 1 day
Description

This course will provide the skills required to enable the University Admitting Body (UABs) to manage graduate admissions activities in eVision.

Objectives

By the end of this course you will be able to: 

  • Manage decisions and conditions of entry for an applicant
  • Request a change to a submitted application
  • Process reject should a college condition fail
  • Manage a specific college allocation if not previously requested by the applicant
  • Record applicant response after conditions have been set
  • Edit research details such as thesis title and add supervisor/s
  • Manage scholarships that the applicant is being considered for
  • Upload documents that have been received from an applicant or created during the admissions phase
  • Edit applicant contact details
  • Add new applicant passport
  • Record issue of card form to applicant
  • Withdraw applications
  • Manage qualifications
  • Add new test scores when received

Optional element:

  • Create a new CAS request for an applicant
Intended Audience Department/Faculty (UAB) Administrators who are responsible for updating Graduate Applications.
Pre-requisites
  • Basic web browser knowledge
  • Basic knowledge of using a computer, keyboard and mouse
Format Hands on IT-session, with practical exercises.
Documentation
Course Dates Course dates can be found on the Schedule page.

Department/Division: Graduate Admissions Read Only

Course Department/Division: Graduate Admissions Read Only
Duration  1/2 day 
Description

This course will introduce UAB Administrators with read only access to the eVision admissions screens, dataviews, and Application PDF Bulk Download function, designed to support the graduate admissions process.

Objectives 

By the end of this course you will:

  • Know how to login and navigate around eVision
  • Successfully search for graduate applications in the Admissions area of eVision using a variety of search parameters 
  • Be familiar with the different areas of the Application Tabbed View and know where to go to view key information
  • Be aware of the dataviews and reports that have been developed to support the graduate admissions process including the Submitted Graduate Applications Dataview and Data for Mail Merge report
  • Use the available parameters and drill downs to access the information you need  and export it for offline review
  • Be aware of how the Application PDF Bulk Download function can be used to generate multiple application forms with supporting materials
Intended Audience  UAB Administrators who have been given read only access to graduate applications in eVision.  
Pre-Requisites  None 
Format 

Hands-on IT session, with practical exercises.

Documentation

Department/Division: Graduate Admissions Refresher Workshop

Course UAB Graduate Admissions Refresher Workshop
Duration 1.5 hours
Description This workshop is intended to provide a refresher on information and process steps to support departments in the use of eVision to manage Graduate Admissions.
Objectives

This session covers:

•An overview of the graduate admissions process and any new functionality
•Assessing applications including:
–PDF Bulk download
–Secure distribution of applications
–Deadlines and Reports
•Recording Decisions and Setting Conditions
•Application Changes
•Who can help when…?
•Further sources of guidance
Intended Audience  Existing users of eVision Graduate Admissions
Pre-requisites  Department/Division: Graduate Admissions
Format  Discussions lead workshop with opportunity for hands-on practice
Documentation

 Graduate Admissions Manual - UABs (13,922kb)

Useful link(s)

Guidance for UAB Administrators

Course Dates

Course dates can be found on the Schedule page.

Graduate Admission: Quick Application Processing

Course Graduate Admissions: Quick Application Processing
Duration 1/2 day
Description

This course will provide skills on how to process the graduate applications completeness check and supporting materials in eVision.

Objectives

By the end of this course you will be able to:

  • Resolve duplication issues (deduplication)
  • Assign applications to GAF members for processing
  • Check the supporting materials submitted by the applicant, and check for validity (eg is the document submitted as a CV really a CV)
  • Mark the materials as having failed the check
  • Record that there is a query about the application
  • Set to submitted
  • Upload documents received by the applicant
  • Amend submission date
Intended Audience

Graduate Admissions staff involved with the graduate admissions process.

Pre-requisite None
Format Hands-on IT session, with practical exercises. 
Documentation Graduate Admissions Application Processing (6,286kb)  

Graduate Admissions: Individual Application Processing

Course Graduate Admissions: Individual Application Processing
Duration 1/2 day
Description

This course will provide skills on how to search for a particular graduate application, complete clearance checks and supporting materials in eVision.

Objectives

By the end of this course you will be able to:

  • Search for individual application
  • Interrogate application details
  • Waiver
  • Make mandatory
  • Add / edit referees
  • Work with task selection entities
  • Handle applications queried
  • Work with the Submitted Graduate Application Dataview
Intended Audience Graduate Admissions staff involved with the graduate admissions process. 
Pre-Requisite Attendance at the GAF Quick Application Processing Course. 
Format

Hands-on IT session, with practical exercises.

Documentation  Graduate Admissions Application Processing (6,286kb)