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wise up distance training program erp (home assignment)

1. es gt Wise Up gt Alunos Access the routine Fill out the fields and click OK Click on Legenda to see what each color stands for as listed below Efetivo in effect green Aviso Pr vio on notice yellow Provis rio provisional red Arquivado cancelled blue Cr dito class credits purple Contingency It is possible to wait until the system is restored to execute this routine 18 REVERSAL OF PLACEMENT Definition This process enables the user to undo any incorrect placing of a student in a group either during the changing of terms or at any given moment Routine Atualiza es gt Wise Up gt Alunos Access the routine 21 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Fill out the fields and click OK Click on Estorna Aloca o and choose between SIM to confirm the operation and N O to abort the operation If you choose SIM a Motivo do Estorno window asking you to explain the reason of your request will pop up Explain the reason and click OK If you do not explain the reason and decide to leave click on SA R A Protheus window telling you that a reason must be given will pop up Click OK to return to the Motivo de Estorno window Explain the reason and click OK A Protheus window will pop up telling you that the operation will go into effect after your Regional Coordinator s OK Click OK to conclude the operation Contingency The final dea
2. He will fail if that average is below 70 All grades range between 0 and 100 Once the student s final grade is set it can only be changed until the change of terms takes place Once the Encerramento de Bimestre routine is executed the process is irreversible Routine Atualiza es gt Wise Up gt Turmas Execute the routine The Turmas screen will load Select the desired group and click on Notas A window containing a list of the students in that group will pop up To record grades select the cell that refers to the exam and type in the grade To move to the next cell click on Enter As soon as you are done recording the grades for a particular group click on Confirmar If you fail to do so all the grades you have just entered will be lost Observation when you execute the Encerramento de Bimestre routine all the students who have no grades or do not have all three of their grades will be placed in the NONE group The Coordinator has up to ten days from that moment on to feed the missing grades into the system and move the students to regular groups After those ten days students can only moved to groups at the same level or at a lower level depending on each individual situation Contingency It is possible to wait until the system is restored to execute this routine 26 MOVING STUDENTS FROM ONE GROUP TO ANOTHER Definition This process enables the user to move ONE TWO or ALL the students from one group to an
3. In the branch to where he wants to transfer a pending follow up entry is generated and will only go into effect after the Regional Manager okays the transfer After that the student s status will be provisional red and he will be eligible for placement in a group An email will be sent to the branch from which he has transferred confirming the operation on all fronts Student Services Teaching Department and Administration Following the transfer the student s status in the branch he left will be arquivado blue and his records will contain information on the modules he concluded his grades and payments All future payments will be sent to the new branch but the information will remain in the branch he left bearing the numerical code of the new branch In the event the student decides to undo the transfer the ERP will re enroll him under the same RA he had upon his first transfer This procedure automatically generates a follow up entry TRANSFERRING A STUDENT BEFORE HE STARTS THE COURSE Definition This process enables the user to transfer a student to another branch before he has attended his first class ever It is important to highlight that this procedure should be done by the Head of Student Services WISE UP WISE UP DISTANCE TRAINING PROGRAM eee ERP HOME ASSIGNMENT Note For this procedure to take effect the student must not be placed in a group and the deadline is the month before his first payment is due
4. Cadastro de Instrutores Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Click OK Routine Relat rios gt Wise Up gt Ensino gt Aniversariantes Alunos Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Enter the following information Curso click on the magnifying glass icon and select the course Periodo Letivo if necessary enter the code of the level Turma if necessary enter the code of the group M s enter the number of the month and click OK Click OK again on the Protheus window The Relacdo de Aniversariantes screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 44 WISE UP WISE UP DISTANCE TRAINING PROGRAM al ERP HOME ASSIGNMENT 47 STUDENTS INFORMATION REPORT Definition This process enables the user to generate and print a report containing a student s register information Routine Relat rios gt Wise Up gt Ensino gt Info Alunos Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Enter the following information RA enter the student s RA number or click on the magnifying glass icon to look it up When the Consulta Padrdo window pops up enter either the student s RA number o
5. SCHOLARSHIP HOLDERS Definition This process enables the user to view a list of all the students who study on scholarships That list is generated based on the dates when their names were entered into the system 52 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Routine Relat rios gt Wise Up gt Operacional gt Alunos Bolsistas Execute the routine The Data Base window will pop up Click OK The Relat rio de Bolsistas window will pop up Click on Par metros on the right side Data de and Data at enter the period within which you want the report to refer to Click OK twice The Protheus window asking you to confirm the replacement of the file will pop up Click on Sim 63 FIRST PAYMENT AULA ZERO MD REPORT Definition This process enables the user to view a report containing a list of all the students who will make their first payment The report also contains information about the purchase of MD and attendance at the Aula Zero and the Placement Test TN Routine Relat rios gt Wise Up gt Operacional gt Primeira Mensalidade AZ MD Execute the routine The Data Base window will pop up Click OK The Primeira Mensalidade AZ MD window will pop up Click on Par metros on the right side Select the desired date Click OK twice The Protheus window asking you to confirm the replacement of the file will pop up Click on Sim The Primeiras Mensalidad
6. The branch to which the student is being transferred must be chosen and the procedure must be executed No fee is generated and his transfer is accounted as a cancellation in the branch from which he is being transferred 10 Moving Students from the None Group to a Regular Group Recording Grades Definition This process enables the user to transfer a student from the NONE list to a regular group through the recording of grades Note Students who have failed the module can only leave the NONE group to be moved to a group at the same level or at a lower level than before In the event a student does not have any grades the Apontamento de Notas window will pop up and in it the grades are to be recorded If the average amounts to 70 the student can then be moved to the next level If however he fails to reach 70 he must be moved to a group at the same level or at a lower level Every transfer automatically generates a follow up entry The deadline for the recording of grades so students can be moved out of the NONE group is the tenth day past the change of terms Routine Atualiza es gt Wise Up gt Alunos Access the routine The Pesquisar Alunos window will pop up Click on the question mark next to Curso and the Consulta Padrdo Cadastro de Cursos window will pop up Select the desired option and click OK In the PL field type NN which is the code that corresponds to the NONE group The Alunos screen will load Se
7. d 04 Material Did tico This option is used to describe all events involving the purchase of didactic materials C d 05 Frequ ncia This option is used to describe all the events related to attendance control such as contacts with absentees make up classes etc C d 06 Qualidade This option is used to describe any events related to the quality of the classes and any service provided to students This type of event is also used to refer to complaints or suggestions made by students C d 07 Contato Recep o This option is used to describe contacts made by the receptionist or any other staff member when these contacts do not fit any of the other categories C d 08 Revers o This option is used to describe any events in which a student who intended to quit the course is talked out of it Cod AD Adiamento This option is used to describe any events in which a student decided to postpone the beginning of his classes thus altering the date of his first payment The student needs to have had his Aula Zero his Placement Test and must have purchased his didactic material WD In this type of event the date contained in the schedule field must be the same as that of his first payment and can only be changed after the Regional Manager s OK He needs to be informed of the procedure via email workflow in order to give it the go ahead Until he does the student s status is set as provisional as he awaits a new
8. date to start his classes The whole process is to take place according to the schedule Any change in receivables is to be made manually 11 WISE UP WISE UP DISTANCE TRAINING PROGRAM e EE ls ERP HOME ASSIGNMENT C d AN Aviso Negociado This option allows a notice of under 30 days before cancellation but must be approved by the Regional Manager and the franchisee before it goes into effect The date contained in the schedule field must be that of the student s final class This event will not go back longer than five days Cod AR Adiamento de Reativacdo This option is used to describe events in which a student who chooses to re enroll decides to postpone his first class thus altering the date of his first payment This event must also be approved by the Regional Manager before it goes into effect Cod AT Antecipacdo de Inicio This option enables the student to move his first class to an earlier date thus altering the date of his first payment The date contained in the schedule field must be that of his new first payment Cod AU Periodo de Aus ncia This option is used to describe those events in which the student needs to be absent from the course for at least 30 days and at most 90 days Payments will not be suspended The student will be entitled to four one hour classes for every month he is on leave Those classes are to be had up until the contract is cancelled that is during the 18 months at Wise Up Th
9. desired option 7 Executado double click on the right side of the window and select the desired option e SIM when the problem was solved at the time when the follow up was recorded e NAO when the problem requires a measure at a later time to be resolved Click OK on the right side of the window Executar select this option to record the event as executed Relat rio this option enables the user to print the follow up forms placement tests and daily statements or any other periodicity according to selected settings 7 STUDENT SEARCH Definition This process enables the user to look up information about any given student Note Through the application of this routine the user will be able to access the files of every student If he wants to look up only those students who are currently enrolled the option Arquivados must be unchecked Routine Atualiza es gt Wise Up gt Alunos WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Access the routine The Protheus 8 window will pop up Click OK The Pesquisar Alunos window will pop up Select and fill out one of the following fields Nome CPF RA Fone Curso PL or Turma Click OK The Alunos screen will load Contingency It is possible to wait until the system is restored to execute this routine 8 FOLLOW UP Definition This process enables the user to record every student related event in the student s file No
10. process enables the user to print the Timetable as long as every group has a teacher assigned to it the Groups and Students report and the attendance sheets Front Pages 29 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Routine Atualiza es gt Wise Up gt Turmas gt Relat rios Execute the routine The Turmas screen will load Select the desired report option according to the following sequence Grade de Aula this option enables the user to view a timetable containing days of the week times number of students teachers and levels Turmas Alunos choosing this option will prompt the user to select specific settings through the Par metros command The following information can be filtered e Standard course e Level e Group e Show students Yes No e Show Grades Grid Yes No e Show Grades Yes No Click OK and OK again Chamada this option enables the user to print the current term s attendance sheets Front Pages Observation to view the next page of the report click on the lower scroll bar arrow Contingency It is possible to wait until the system is restored to execute this routine Routine Atualiza es gt Wise Up gt Turma 30 MOVING STUDENTS FROM AN INTRO GROUP Definition This process enables the user to move students from INTRO groups to BASIC 1 LEX after the change of terms Note INTRO students need not take exams and are automatica
11. student can only be moved to groups at the same or at a lower level PL Transfers to higher level groups are only possible when the student has grades that account for a final average of 70 or more Routine Atualiza es gt Wise Up gt Alunos Access the routine The Pesquisar Alunos window will pop up Fill out the fields and click OK The Alunos screen will load Select the name of the student you want to view information about Click on Transfer ncia de turma Select the desired option and click OK Per odo Letivo type in the module Click OK The Turmas Dispon veis window will pop up Select the desired group Click Transferir 14 WISE UP WISE UP DISTANCE TRAINING PROGRAM ee ERP HOME ASSIGNMENT The Protheus window will pop up and confirm the transfer Click Sim The Protheus window will pop up and inform you that the transfer was successful Click OK Note This procedure automatically generates a followup entry Contingency It is possible to wait until the system is restored to execute this routine Other types of transference CHANGING A STUDENT FROM ONE BRANCH TO ANOTHER Definition This process enables the user to move a student from one branch to another It is important to highlight that this procedure should be done by the Head of Student Services Whenever a request for a transfer is recorded a follow up entry is generated in the branch from where the student is transferring
12. system is restored to execute this routine 19 BY ORDER OF Definition This process enables the user to determine how the system will organize the list of active groups Routine Atualiza es gt Wise Up gt Turmas gt Ordem de Access the routine The Turmas screen will load Click on Ordem de and select the organization of the list of groups that best suits your needs The following options are available e Curso Periodo Letivo e Turma Periodo Letivo e Instrutor e Alunos em Turma Click on the desired option Contingency It is possible to wait until the system is restored to execute this routine 20 TEACHER Definition This process enables the user to assign teachers to active groups Routine Atualiza es gt Wise Up gt Turmas gt Instrutor Access the routine The Turmas screen will load 23 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Select a group Click on Instrutor on the lower menu If you choose to assign a teacher to a group click on Alocar Click on the question mark for a list of the available teachers Choose one Click OK Click OK again Hist rico clicking on Hist rico enables the user to view a list of all the teachers ever assigned to any given group since its beginning Note If any information regarding a teacher s address telephone number and the like is changed the Administration must be informed RIGHT AWAY Continge
13. the level that corresponds to the activity Conte do describe the contents of the activity C d Prof click on the magnifying glass icon and select the teacher that will run the scheduled activity 38 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Alocar Aluno double click on the RA line A window containing a magnifying glass icon will pop up Click on the magnifying glass icon A new window will pop up containing a list of all the students at the selected level Scroll to the name of the desired student and select it Click on Confirmar Repeat this sequence to include another student in the same activity Click OK to confirm The system will automatically pop up a window for a new activity If you do not need to schedule any more activities click on Cancelar ASSIGNING AN EXTRA ACTIVITY TO A GROUP In case a make up class due to a holiday needs to be scheduled follow the aforementioned instructions and then place an entire group in the activity as opposed to just one or two students After confirmation click OK and then click on Cancelar when a window for a new activity pops up Next select the activity and click on Alocar Turma on the lower menu A window containing all the groups at the selected level will pop up Select the desired group and click on Alocar Next click on Confirmar RECORDING STUDENT S ATTENDANCE OR OTHERWISE After the activity has taken place it is imperative th
14. to two make up classes in excess of a group s capacity 12 students at Wise Up 15 at Lexical However when applicable a window will pop up containing a warning about that circumstance Contingency It is possible to wait until the system is restored to execute this routine Routine Atualiza es gt Wise Up gt Reposic es Encerramento Cancelamento 32 MAKE UP CLASSES Confirming attendance Cancellation Definition This process enables the user to confirm or cancel the scheduling of a make up class Routine Atualiza es gt Wise Up gt Reposi es gt Encerramento Cancelamento Execute the routine The Protheus window will pop up Click OK The Reposi es window will pop up containing the following information Date of make up class Level Group of make up class Teacher of make up class Student s name Student s phone numbers Student s branch Date of absence The following is a list of all possible actions in this routine e Encerrar this option enables the user to confirm the student s attendance or absence Execution of this routine is mandatory Click on Encerrar The Reposi o window will pop up containing all information about the scheduled make up class Select the desired option under Compareceu SIM or NAO and click OK e Cancelar this option enables the user to cancel a scheduled make up class e Legenda this option enables the user to view the status of the make up c
15. up click on Confirmar To set the event as Agendada Cancelada or Realizada double click on Status and pick one of the aforementioned options Observation Should the status be set as REALIZADA that action cannot be undone Contingency It is possible to wait until the system is restored to execute this routine 34 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT 34 PLACEMENT TEST Definition This process enables the user to record the results of the Placement Test This procedure automatically generates a follow up entry Routine Atualiza es gt Wise Up gt AZ Nivelamento Aloca o Execute the routine Select the name of the student and click on Nivelamento Note Before he is placed in a group a student must go through the Aula Zero and the Placement Test It is possible to schedule the Aula Zero and confirm its attendance as well as to record date and time and any other information you desire The Aula Zero is initially recorded as agendada but the user may set its status to cancelada or realizada The latter will generate an automatic Aula Zero follow up entry and no information can be altered after that Upon choosing Nivelamento on the lower menu the user can record information on the student s Placement Test date executor observations recommended activities units that should be studied At the end of the Placement Test the Coordinator is to set the cours
16. ANCE TRAINING PROGRAM a ERP HOME ASSIGNMENT Click on Sair Contingency It is possible to wait until the system is restored to execute this routine Routine Atualiza es gt Wise Up gt Atividades Extras 39 EXTRA ACTIVITIES Definition This process enables the user to schedule extra activities namely make up classes coaching classes support classes aul o etc Note Whenever a support class aula extra is scheduled a debt will automatically be generated by the system to be paid by the student In the event activities have been scheduled and changes need to be made to the information recorded execute the routine and click on Alterar on the lower menu to make those changes The Alocar Turma procedure can only be executed in the event of a make up class due to a holiday Routine Atualiza es gt Wise Up gt Atividades Extras Execute the routine The Atividades Extras screen will load Click on Inserir Enter all the necessary information into the Turmas Extras Inserir window that pops up Atividade this field will be filled out automatically Data da Aula enter the date when the activity will take place Hora Inicial e Hora Final enter starting and finishing time Qtd Aulas enter the number of classes that will take place Tipo Ativ click on the magnifying glass icon and select the desired activity C d Curso click on the magnifying glass icon and select the activity Per odo Letivo enter
17. Alunos Cadastro window containing the selected student s information will pop up Select the name of the student you want to view information about and click Cadastro The Alunos Cadastro window containing the student s contact information will pop up Verify the student s information and make changes if necessary The student s CPF number is indispensable As soon as you are done click OK to confirm the changes Observation The Coordinator has unlimited access to make any changes to the student s register However any changes in the teachers register can only be made by the Administration Contingency It is possible to wait until the system is restored to execute this routine Routine Atualiza es gt Wise Up gt Turmas Ativas amp Inativas 38 ACTIVATING AND DEACTIVATING GROUPS Definition This process allows the user to activate or deactivate a group according to necessity Note Any group that is not being used is to be deactivated In the event the school needs a new group a deactivated group is to be activated Routine Atualiza es gt Wise Up gt Turmas gt Ativas e Inativas Execute the routine The Turmas Vazias window will pop up The groups listed next to a green bullet are activated Those listed next to a red bullet are deactivated Select the desired group If you want to activate it click on Ativar If you want to deactivate it click on Desativar 37 WISE UP WISE UP DIST
18. Enter the following information Curso P this compulsory field enables the user to select a standard course by clicking on the magnifying glass icon Select the desired option and click OK PL enter the code of the level Turma enter the code of the group Data de and Data at enter the period you want the Front Page to contain Click OK Exibir Pagina Reposi o this option enables the user to print a page containing the group s identification but no students names so students attending make up classes can sign in Click OK Situacdo select the desired option among Sem Notas Reprovados Pendentes or Todos to see all of the options Click OK Exibir Telefones click on Sim to view telephone numbers and N o to not view them Click OK The Protheus window will pop up Click OK 42 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT The Rela o de Alunos screen will load and on its right side the print settings will be available Refer to the printing procedures Observation In the event the student is on a 30 day notice the report will contain that information The Configura o de Impressora window will pop up Select Servidor and Paisagem in the available fields and click OK The Lista de Chamada screen will load On the upper margin click on Imprimir Observation The Front Page is a record of the students attendance It must not be torn or contain strikethroughs or t
19. ORMATION AND THE NUMBER OF STUDENTS Definition This process enables the user to recalculate the number of students in each group when the group student ratio report differs from the school s real number of students It is recommended that this process be executed after the Encerramento de Bimestre routine is confirmed 28 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Routine Atualiza es gt Wise Up gt Turmas Execute the routine The Turmas screen will load Select the desired group and click on Acerto de Turmas A window will pop up containing the question Processar acerto de turmas Select SIM to go ahead or NAO to abort the operation Contingency It is possible to wait until the system is restored to execute this routine 28 DEACTIVATING EMPTY GROUPS Definition This process enables the user to deactivate groups that do not have any students in them This tool must be used before attendance sheets Front Pages are printed for the first time after the change of terms Routine Atualiza es gt Wise Up gt Turmas Execute the routine The Turmas screen will load Click on Desativar vazias A window will pop up containing the question Desativar todas as turmas vazias Select SIM to go ahead or NAO to abort the operation Contingency It is possible to wait until the system is restored to execute this routine 29 REPORTS Definition This
20. Routine Relat rios gt Wise Up gt Ensino gt Turmas Pretendidas Execute the routine The Protheus window will pop up Click OK The Par metros window will pop up Click OK The Protheus window will pop up asking you to confirm the replacement of the current file Click on Sim The Relat rio de Turmas Pretendidas screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 50 AULA ZERO REPORT Definition This process enables the user to print a custom copy of the Carta de Aula Zero to be used right after the Placement Test The Carta de Aula Zero ratifies the contract Note Two copies of the Carta de Aula Zero are to be printed One is to be given to the student and one is to be filed in his folder Routine Relat rios gt Wise Up gt Ensino gt Carta de Aula Zero 46 WISE UP WISE UP DISTANCE TRAINING PROGRAM a ERP HOME ASSIGNMENT Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Enter the following information RA enter the student s RA number or click on the magnifying glass icon to look it up Click OK Select the name of the student and click OK Click OK again The Carta de Aula Zero screen will load and on its right side the print settings will be available Refer to the printing procedures Cont
21. TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Mostrar Alunos e Sim this option will produce a report that contains the RAs and the names of the students in the selected groups e No this option will produce a report that contains only the headings of the groups Exibir Grade para Notas e Sim this option will produce a report containing a grid for the recording of grades which will facilitate entering grades into the system e No this option will produce a report without the aforementioned grid Exibir Notas e Sim this option will produce a report containing the students grades In the event no grades are available 0 00 will show After the change of terms no grades will be contained in the report as they refer to the students previous module e No this option will produce a report without the aforementioned grades Exibir Grade para Notas and Exibir Notas are options that will only be seen if you select Sim for Mostrar Alunos Contingency It is possible to wait until the system is restored to execute this routine 42 NONE LIST REPORT Definition This process enables the user to generate and print a report containing a list of the students who have failed or do not have all three grades and therefore are on the NONE list Routine Relat rios gt Wise Up gt Ensino gt Alunos NONE Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Ente
22. WISE UP WISE UP DISTANCE TRAINING PROGRAM eee ERP HOME ASSIGNMENT ERP which is the abbreviation for Enterprise Resource Planning is the software used at Wise Up Schools to manage and store information about all departments For what concerns the Teaching department this document aims at providing information on all the tools that will be necessary for coordinators to manage the procedures related to the department 1 GENERAL INFORMATION Student s Registration RA It refers to the student s registration number Module per odo letivo There are nine modules in all and each one corresponds to one level On the ERP the modules are represented as such e WISE UP Module 01 BASIC 1 Module 02 BASIC 2 Module 03 BASIC 3 Module 04 INTERMEDIATE 1 Module 05 INTERMEDIATE 2 Module 06 INTERMEDIATE 3 Module 07 ADVANCED 1 Module 08 ADVANCED 2 Module 09 CAL Term per odo do ano Terms are automatically loaded into the system They are represented by the numbers 01 to 05 and correspond to bimestrial periods modules within one year as seen in the following examples 1st Term January February and March two first weeks 2 Term March April and May 3rd Term June and July 4th Term August September and October two first weeks 5 Term October November and December WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT National Class Program calend rio acad mico Th
23. absences within any period of time scheduled make up classes attended make up classes Frequ ncia follow ups Recado follow ups E mail follow ups Telefone No Atende follow ups and Sem Contato follow ups This report aso enables the user to view the absences students ratio Routine Relat rios gt Wise Up gt Ensino gt Gerencial de Faltosos Execute the routine The Protheus window will pop up Click OK The Par metros window will pop up Enter the following information Data de and Data at enter the period within which you want the Managerial Report to refer to Click OK The Gerencial de Faltosos screen will load and on its right side the print settings will be available Refer to the printing procedures Observation It is highly recommended that this report be analyzed every week in order for the Coordinator and the Regional Coordinator to devise strategies to prevent student evasion Contingency It is possible to wait until the system is restored to execute this routine 57 GROUPS GRADES REPORT Definition This process enables the user to view a report containing a list of groups students grades and teachers from terms prior to the current one Routine Relat rios gt Wise Up gt Ensino gt Hist rico Turmas Notas P s Virada Execute the routine The Protheus window will pop up Click OK The Par metros window will pop up Enter the following information Ano enter the year you want the repo
24. alfunction Type 3 Another department s computer is to be used Shifts must be determined so two people can share the computer at different times until the Coordinator s computer is back in order Important After accessing the routines a Data Base e Empresa Filial window may pop up In case it does click OK Clicking on the magnifying glass icon on the side of many fields will cause a window with options to pop up Select the option you need and click OK Clicking on the calendar icon on the side of many fields will cause a calendar containing the current month to pop up To access the previous or the following month simply click on the arrows on each side of the calendar The arrow on the left goes back a month whereas the arrow on the right goes forward Select the day and double click To return to the current date right click anywhere on the calendar and select Ir para Hoje The Pesquisar Alunos window enables the user to look up a student through filling out any one of the fields name RA number or telephone number If you choose to fill out the Curso field click on the question mark to cause the window with the options to pop up select one of the options and click OK The PL and Turma fields will also have to be filled out Printing Procedures On the print settings screen follow this procedure Arquivos select Imprimir Tipo de Impress o select Cliente Impressora select the printer you will u
25. at you confirm the participants attendance Execute the routine Click on Encerrar The Turmas Extras Encerrar window will load containing information about the activity and a list of the students who had scheduled participation It is essential that the Compareceu field be filled out with Sim if the student has attended the activity or N o if the student has failed to show up Contingency It is possible to wait until the system is restored to execute this routine Routine Relat rios gt Wise Up gt Ensino 40 ABSENCES REPORT Definition This process enables the user to generate and print a report containing students absences Routine Relat rios gt Wise Up gt Ensino gt Faltas Execute the routine The Protheus window will pop up Click OK 39 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT The Par metros window will pop up Enter the following information Data de Data at enter the period within which you want to view the absences and the number of classes per student In the event a student has moved to another group or returned from a Leave of Absence etc all the absences he had in all the groups he was in before will be considered Aluno this field enables the user to select a specific student by clicking on the magnifying glass icon Curso this compulsory field enables the user to select a standard course by clicking on the magnifying glass ico
26. ck on Apontar Faltas on the lower Menu A window containing the following information will pop up e A class program for the group e The day of the week e The number of absences recorded e For Saturday groups two columns for each date will be displayed Absences must be recorded individually for each of the two classes in Saturday groups Click on the date when the student was absent and then click on Alunos A window containing a list of the students in that group will pop up Select the desired student and click on Apontar on the right side of the window The system will then record the absence and the bullet next to his name will turn red If you want to reverse the procedure click on Excluir and the bullet next to his name will turn back to green As soon as you are done recording absences click on Sair The three bullets used to categorize the recording of absences are the following e Green the student attended the class e Blue the student made up for the class he missed and therefore is not considered absent e Red the student was absent Contingency It is possible to wait until the system is restored to execute this routine 26 WISE UP WISE UP DISTANCE TRAINING PROGRAM ee ERP HOME ASSIGNMENT 25 RECORDING GRADES Definition This process enables the user to record the students three grades Note The student will pass on to the next level if the average of his three grades is equal or higher than 70
27. class In the event the scheduling takes place before the actual class the student will miss all you have to do is enter the date of the absence even if it is still to come Doing so will justify the absence when it is entered into the system Resumo this tool enables the user to view a screen containing a report of all the absentees of the day and their status namely Faltas Reposi o Agendada E mail de Frequ ncia Sem Contato Recado Frequ ncia and Aviso Pr vio Enviar E mail this option enables the user to write and send an e mail automatically to the e mail address contained in the register Atividades Extras this option enables the user to view all the extra activities a student has attended Cursos this option enables the user to view all the groups a student has ever been in Extrato this option enables the user to view a register of all the payments made by the student Refresh this option enables the user to refresh the data on the screen Legenda this option enables the user to identify the status of all attendance related events such as Scheduled Make Up Class green bullet Student on Notice yellow bullet Attendance Control E mail blue bullet No Contact black bullet Message orange bullet 32 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Attendance Control Contact white bullet Absence red bullet Observation the system allows the scheduling of up
28. con to look up the name of the student Click OK The Analitico de Faltas do Aluno screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 55 REPORT OF ABSENT STUDENTS WHO HAVE NOT BEEN CONTACTED Definition This process enables the user to view a report containing a list of all the students who have missed classes and have not been contacted for attendance control and to schedule make up classes Routine Relat rios gt Wise Up gt Ensino gt Faltosos sem Contato Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Enter the following information Data de and Data at enter the period within which you want to view a list of the absent students who have not been contacted Exibir choose between Sem Contato and Telefone N o Atende Click OK The Faltosos sem Contato screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 49 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT 56 MANAGERIAL REPORT OF ABSENCES Definition This process enables the user to check on the attendance control of any given branch through managerial analysis of all the
29. d Select the name of the student you want to view information about Click on Follow Up WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Observation several notes may pop up on screen such as this student is under 18 this student has failed to pay for the course this student is on the NONE list or this student has missed any number of classes The Follow Up screen will load Next choose the option you will be working on by following the description of the following tools Visualizar select this option to access every follow up ever recorded Incluir select this option to record a new followup and follow the instructions below 1 Tipo Ocorr ncia click on the magnifying glass icon to select the kind of event you want to record Select the desired option from the list box and click OK Press ENTER or TAB to move to the next field 2 Mot Canc this option will only be accessible in case the student wants to cancel his contract Click on the magnifying glass icon to select his reason for cancelling it 3 Ocorr ncia describes the event in rich detail 4 Data Agenda and Hora Agenda if necessary fill out these fields with the date and time when the event was confirmed or when the event was scheduled to take place 5 Contato click on the right side of the window and select the kind of contact 6 Retornar click on the right side of the window and select the
30. d within which you want the report to refer to Buscar data de choose between sa da and retorno Click OK twice The Protheus window asking you to confirm the replacement of the file will pop up Click on Sim 51 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT 60 RE ENROLLMENTS Definition This process enables the user to view a report containing a list of all the students who have reenrolled within any given period based on the month in which the re enrollment took place or on the month in which the first payment is due Routine Relat rios gt Wise Up gt Operacional gt Reativa es Execute the routine The Data Base window will pop up Click OK The Reativa es window will pop up Click on Par metros on the right Select the month the year and the day Click OK twice The Protheus window asking you to confirm the replacement of the file will pop up Click on Sim 61 STUDENTS WHO HAVE CLASS CREDITS Definition This process enables the user to view a list of the students who have class credits originated following an old leave of absence PA Routine Relat rios gt Wise Up gt Operacional gt Alunos c Cr dito de Aulas Execute the routine The Data Base window will pop up Click OK The Alunos com Cr dito de Aula window will pop up Click OK The Protheus window asking you to confirm the replacement of the file will pop up Click on Sim 62
31. dline to request reversals of placement without generating the need for your Regional Coordinator s OK AUTORIZA O DE ESTORNO DE ALOCA O is 48 hours After that your Regional Coordinator s OK is indispensable Routine Atualiza es gt Wise Up gt Turmas Note Groups have classes on Mondays and Wednesdays Tuesdays and Thursdays and Saturdays No other arrangement is allowed The time must be set for both class days For Saturday groups the time must be set for both classes individually Routine Atualiza es gt Wise Up gt Turmas Execute the routine The Turmas screen will load Select a group Click on Grade Hordria on the lower menu A window containing the days and time of the group s classes will pop up To make changes double click on the desired fields Type in the new time and click on Confirmar To make changes in the day fields doubleclick on the Hora In cio field and press Delete to delete the information in it contained Move to the Hora Final field by pressing the TAB key double click on the field 22 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT and press Delete Press Enter and repeat the same procedure for the other class day Select the new class days double click on the fields and type in the time Click on Confirmar The system will now record the new days and time for that group s classes Contingency It is possible to wait until the
32. e National Class Program is automatically loaded into the system It accounts for holidays regional meetings class days make up classes etc Current Term The current term is automatically loaded into the system and it is the basis of the structure of Standard Courses As each new term begins through the change of term routine a new current term comes about with 30 new groups assigned for each module Standard Courses Standard Courses are used for the setting of the current term They contain the structure of each course offered by the school Executive Teens and INTRO comprised of specific modules class programs class arrangement etc 2 ACCESSING THE SYSTEM FOR THE FIRST TIME In case your computer doesn t have the Protheus 8 software installed Start your browser of choice Internet Explorer Firefox etc Type the URL www itips com br and enter your Login and Password provided by the Franchisor email to gerencia franquias wiseupfranchising com br Select download Select Protheus 8 for Windows or Protheus 8 for Linux A exe file will be downloaded After the download is done click on the Protheus icon and select Execute The program will be installed automatically To access the system check the following procedures 3 ACCESSING THE SYSTEM After following the aforementioned instructions which refer to accessing the system for the first time the ERP must now be accessed in the following manner C
33. e and the level of the student as well as days and time date of first class and the lesson programmed for that day Every change in the Placement Test information will automatically generate a follow up entry Routine Atualiza es gt Wise Up gt AZ Nivelamento Aloca o Execute the routine The AZ Nivelamento Alocacdo window will pop up containing a list of all the students without a group and everyone s status Select the name of the student Click on Aula Zero on the lower menu to schedule and confirm attendance at this activity After you enter all the required information in the window that pops up click on Confirmar Click on Nivelamento on the lower menu to schedule and confirm attendance at this activity After you enter all the required information in the window that pops up click on Confirmar After all the information has been entered into the system and both the Aula Zero and the Nivelamento are recorded the student can finally be placed in a 35 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT group To place the student in a group select his name and click on Aloca o A window will pop up containing all the available groups at the level determined in the Placement Test Select the desired group and click on Alocar The Protheus confirmation window will pop up Click OK Another Protheus window will pop up and inform you that the transfer was successful Click OK aga
34. e contract and go ahead with their enrollment C d RE Reativacdo This option is used to describe re enrollments that is events in which students contracts deemed as arquivados are deemed valid again Such students are back on the school s list of students attending classes and their status is now provisional as they await their new placement in a group Attention this type of event generates an automatic scheduling of his first due payment 13 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT C d SA Desist ncia sem Aviso Pr vio This option is used to describe those events in which a student who is two or three months behind on his payments cuts a deal with the school and is released from his debts This type of event needs to be approved by the Regional Manager and the franchisee C d SC Segunda Chamada This option is used to record a make up exam The ERP automatically generates a debt according the going fees In the event a student fails to show up the Administration is to be informed in order to reverse the debt C d SR Solicita o de Reprova o This option is used to describe those events in which students decide to take any given module again forfeiting the right to take exams before the change of terms 9 CHANGING STUDENTS FROM ONE GROUP TO ANOTHER Definition This process enables the user to transfer students from one group to another Note The
35. e executed at the right time a Protheus window will pop up asking the user to execute the routine After three days past the deadline the system will block all access and will only be restored after the change of terms takes place Contingency It is possible to wait until the system is restored to execute this routine 65 CHANGE OF TERMS Definition This process enables the user to conclude the current term and automatically program the new term Routine Atualiza es gt Encerramento de Bimestre gt Encerramento de Bimestre Execute the routine 54 WISE UP WISE UP DISTANCE TRAINING PROGRAM a ERP HOME ASSIGNMENT The Pardmetros window will pop up Choose the standard course by clicking on the magnifying glass icon The Consulta Padrdo window will pop up Click on the desired course which could be Executive Intro or Teens Click OK If there are students in the NONE group a Protheus window containing the following warning will pop up There are still active students in NONE Click OK The system will not perform the change of terms until the NONE group is emptied 55
36. e student must contact the Coordinator s office to schedule his classes In this type of event the date contained in the schedule field must be that of the student s return to classes Until he returns the student s status is set as provisional as he awaits his new placement in a group Any change in receivables is to be made manually C d CO Aviso Pr vio This option is used to describe any events in which a student who intended to quit the course could not be talked out of it This type of event generates an automatic 30 day notice after it has been recorded and calculates proportionally how much is due All further due payments are eliminated The student s status is active for 30 days after which he is no longer expected to come to class All due payments after the 30 day notice are disregarded The ERP will generate a new due payment slip marked as PRP for proportional containing the amount that corresponds to the remaining days of the student s final month in the school Although the ERP will set the student s notice at 30 days when a CO event is recorded that may be altered to a larger number without any impediments The student s status will automatically be deemed arquivado 12 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT after the notice is concluded Every day a member of the Student Services staff is to check whether the status of a student on a 30 day notice has tu
37. es AZ MD screen will load and on its right side the print settings will be available Refer to the printing procedures 64 STUDENTS ATTENDING CLASSES Definition This process enables the user to view a report containing a list of all the students currently in groups 53 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Routine Relat rios gt Wise Up gt Operacional gt Alunos Estudando Execute the routine The Data Base window will pop up Click OK The Alunos Estudando window will pop up Click OK The Protheus window asking you to confirm the replacement of the file will pop up Click on Sim Routine Atualiza es gt Encerramento de Bimestre gt Encerramento de Bimestre If the NONE group has been emptied the execution of the Encerramento de Bimestre routine will cause a Protheus confirmation window to pop up with a similar message to the one below Do you confirm the change of terms from INGL S EXECUTIVO from 2010 04 to 2010 05 Next click on the desired option e SIM to go ahead and execute the change of terms e NAO to abort the process If you have clicked on S M several windows will pop up until a final Protheus confirmation window does containing the message Change of terms successfully executed Click OK to conclude the process Observation All the changes of terms are programmed in accordance with the National Class Program If they fail to b
38. he is absent from that class just inform the ERP of the date of the absence even if it is still to come When this absence is recorded it will be automatically justified by the make up class 4 Click on Selecionar to confirm the make up class The Protheus confirmation window will pop up Cancelar click on this option in case the student wants to cancel a scheduled make up class Make up classes that have already taken place cannot be cancelled As soon as you are done click OK to confirm the procedure Click on Sair to close the window Contingency It is possible to wait until the system is restored to execute this routine 18 WISE UP WISE UP DISTANCE TRAINING PROGRAM en ERP HOME ASSIGNMENT 13 EXTRA ACTIVITIES Definition This process enables the user to view and record students attendance at all kinds of extra activities namely make up classes coaching classes support classes aul o etc Note After the activity takes place it is necessary to feed that information into the system so the records show that any given student was indeed in attendance Routine Atualiza es gt Wise Up gt Alunos Access the routine Click on Atividades Extras A window containing every extra activity the student has ever attended will pop up In case the student has never attended an extra activity a window containing that message will pop up Contingency It is possible to wait until the system is restored to execu
39. he like Contingency It is possible to wait until the system is restored to execute this routine 44 STUDENTS BIRTHDAYS REPORT Definition This process enables the user to generate and print a report containing a list of the students and their birthdays Contingency It is possible to wait until the system is restored to execute this routine 45 TEACHERS BIRTHDAYS REPORT Definition This process enables the user to generate and print a report containing a list of the teachers and their birthdays Routine Relat rios gt Wise Up gt Ensino gt Aniversariantes Instrutores Execute the routine The Protheus window will pop up Click OK The Par metros window will pop up Enter the following information M s enter the number of the month and click OK Click OK again on the Protheus window 43 WISE UP WISE UP DISTANCE TRAINING PROGRAM ee ee ERP HOME ASSIGNMENT The Relacdo de Aniversariantes screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 46 TEACHERS REGISTER REPORT Definition This process enables the user to generate and print a report containing teachers register information Any changes in a teacher s register can only be made by the Administration Routine Relat rios gt Wise Up gt Ensino gt
40. he system Routine Atualiza es gt Wise Up gt Faltosos Execute the routine Select the desired date in the Par metros window and click OK A screen will load containing a list of all the students who were absent on the selected date The following information will be available 31 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT NOME student s name AULAS all classes given up to selected date FALTAS all the student s absences up to selected date CONSECUTIVAS all the student s consecutive absences up to selected date PL student s level TURMA student s group INSTRUTOR group s teacher TELS DE CONTATO student s telephone numbers The following is a list of all possible actions in this routine Ordem de this tool enables the user to select in what order the information will be displayed namely Nome Per odo Letivo Turma or Faltas consecutivas Follow Up this tool enables the user to access the standard follow up window and include a new entry Cadastro this tool enables the user to view or make changes to the student s register Contatos this tool enables the user to select one of the three types of follow up entries generated automatically after a contact with a student namely Frequ ncia Recado and Sem contato Faltas this tool enables the user to view the absences screen Reposi o this tool enables the user to schedule a make up
41. in Contingency It is possible to wait until the system is restored to execute this routine 35 PRINTING Definition This process enables the user to print the Entrance Exam Form which will be filled out during the Placement Test Routine Atualiza es gt Wise Up gt AZ Nivelamento Aloca o Execute the routine Select the name of the student and click on Imprimir Doing so will cause the printer to produce a copy of the Entrance Exam Form which will be filled out at the end of the Placement Test The Entrance Exam Form is to be printed twice and signed by the Coordinator and the student One copy is to be given to the student and the other is to be filed in his folder in the Administration Contingency It is possible to wait until the system is restored to execute this routine 36 PLACING STUDENTS IN GROUPS Definition This process enables the user to place in a group a new student a student who has been transferred from another school a student returning from a leave of absence or a student who has re enrolled 37 STUDENT S REGISTER Definition This process enables the user to view and change the student s register during the Placement Test 36 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Routine Atualiza es gt Wise Up gt AZ Nivelamento Aloca o Execute the routine Select the name of the student and click on Cadastro The
42. ingency It is possible to wait until the system is restored to execute this routine 51 EXTRA ACTIVITIES REPORT Definition This process enables the user to view all the extra activities attended by students Routine Relat rios gt Wise Up gt Ensino gt Atividades Extras Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Enter the following information Data de and Data at enter the period within which you want to view the Extra Activities Tipo de Atividade click on the magnifying glass icon to select the kind of activity that is whether it is a make up class or a make up class due to a holiday Aluno click on the magnifying glass icon to look up the name of the student Ordernar por this option enables the user to select the order in which the information contained in the report will be shown Aluno Atividade or Atividade Turmas Click OK twice The Atividades Extras screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 47 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT 52 GRADE REPORT Definition This process enables the user to view all the grades of any given student Routine Relat rios Wise Up Ensino Hist rico de Notas Execute the routine The Protheus wind
43. lass namely Futura green bullet Pendente de Encerramento red bullet 33 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Observation Upon execution of this routine the system will perform a scan of all make up classes Those which have not been set as concluded up until the seventh day of their scheduling will be categorized as NOT EXEC UTED Next the system will produce a window informing you how many scheduled make up classes have been attended Contingency It is possible to wait until the system is restored to execute this routine As soon as all the required data has been entered click on Confirmar The Observa es field must be filled out with the results of the Diagnosis Wise Up Placement Tests or the Impress es de Nivelamento Lexical Placement Tests Contingency It is possible to wait until the system is restored to execute this routine Routine Atualiza es gt Wise Up gt AZ Nivelamento Aloca o 33 AULA ZERO Definition This process enables the user to schedule and confirm the Aula Zero It is important to highlight that this process should be run by the Head of Student Services This procedure automatically generates a follow up entry Routine Atualiza es gt Wise Up gt AZ Nivelamento Aloca o Execute the routine Select the name of the student and click on Aula Zero After you enter all the required information in the window that pops
44. lect the name of the student you want to view information about Click on Transfer ncia Turma The Pardmetros window will pop up Curso click on the magnifying glass icon and the Consulta Padrdo Cadastro de Cursos will pop up Select the desired option and click OK Periodo Letivo enter the number of the module the student is being transferred to Click OK 16 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT The Turmas Dispon veis screen will pop up Select the desired option and click on Transferir The Protheus window will pop up to confirm the transfer Click Sim The Protheus window will pop up and inform you that the transfer was successful Click OK Contingency It is possible to wait until the system is restored to execute this routine 11 REGISTER Definition This process enables the user to view and make changes to the student s register Routine Atualiza es gt Wise Up gt Alunos Access the routine The Pesquisar Alunos window will pop up Fill out the fields and click OK The Alunos screen will load Select the name of the student you want to view information about and click Cadastro The Alunos Cadastro window containing the student s contact information will pop up Verify the student s information and make changes if necessary The student s CPF number is indispensable As soon as you are done click OK to confirm the changes Contingenc
45. lick on the icon and the following pop up will appear WISEUP WISE UP DISTANCE TRAINING PROGRAM he omens ERP HOME ASSIGNMENT Protheus 8 Parametros Iniciais Comunica o no cliente TCP Ambiente no servidor Programa inicial sigamdi this option enables the user to open three tabs at the same time The system however will respond more slowly in this setting sigaadv this option enables the user to open only one tab at a time The system will perform faster in this setting Comunica o no cliente It should always be marked as TCP Ambiente no servidor T9P5XC P T9P5XC P01 or T9P5XC P02 according to your branch Once these parameters are wrong the system will not recognize you login password as valid S WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s inteligente ERP HOME ASSIGNMENT The screen below will appear Enter your username and password mierosig On the next screen as you can see below the window Digite a Data Base will contain the current date If the procedure is to be carried out with a past date click on the question mark on the right corner of the window and select the date on the pop up calendar This operation however needs to be authorized through SAC In the Escolha a Empresa Filial field choose the branch In Escolha o Ambiente select Gest o Educacional These windows all bring the option Utilizar as Informa es Escolhidas em Todas as Sess es If you do not wan
46. lly moved to BASIC 1 LEX groups This procedure automatically generates a follow up entry 30 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Routine Atualiza es gt Wise Up gt Turmas gt Transf Turmas Execute the routine A Protheus window will pop up containing the date and branch Click OK The Turmas screen will load Select the INTRO group you want to move students from and click on Transf Turma on the lower menu A window will pop up containing a list of all the students in that group Click on Transferir A window will pop up containing all the available BASIC 1 LEX I groups Select the group the students will be moved to and click on Transferir A Protheus confirmation window will pop up Click on SIM to go ahead or NAO to abort the process If you click on SIM the Protheus window will pop up and inform you that the transfer was successful All the students in the group will be moved at once Click OK Observation Before the change of terms all the students in an INTRO group can be moved to another INTRO group should necessity present itself Contingency It is possible to wait until the system is restored to execute this routine Routine Atualiza es gt Wise Up gt Faltosos 31 ABSENTEES Definition This process enables the user to monitor all contact with absentees This tool enables the user to view only those absences that have been entered into t
47. n Per odo Letivo this field should only be filled out in case a more specific search is necessary Turma this field should only be filled out in case a more specific search is necessary N mero de Faltas Consecutivas enter the number of consecutive absences you want the report to show Ordernar por this option enables the user to select the order in which the information contained in the report will be shown Alunos Turma or Faltas Consecutivas Click OK The Rela o de Faltas screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 41 GROUPS AND STUDENTS Definition This process enables the user to generate and print a report containing students groups courses and levels Routine Relat rios gt Wise Up gt Ensino gt Turmas Alunos Execute the routine The Protheus window will pop up Click on Par metros and enter the following information Curso click on F3 or on the magnifying glass icon to select the desired course Click OK Per odo Letivo enter the level of the group whose information you want to print If you do not the report will contain every group at every level of the selected course Turma enter the code of the desired group If you do not the report will contain every group at the selected level 40 WISE UP WISE UP DISTANCE
48. ncy It is possible to wait until the system is restored to execute this routine 21 STUDENTS Definition This process enables the user to view all the students currently placed in any given group Routine Atualiza es gt Wise Up gt Turmas Access the routine The Turmas screen will load Select a group Click on Alunos on the lower menu A window containing the names of all the students in that group will pop up Contingency It is possible to wait until the system is restored to execute this routine 22 TIMETABLE Definition This process enables the user to set the days and the time for a particular group s classes 24 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT 23 OPENING A GROUP Definition This process enables the user to open a new group at the same level or time as an existing group when the 15 groups automatically opened at the change of terms will not do Note It is possible to create a group at the same level and at the same time when turma n mero is selected In case groups at the same level but at a different time are needed hor rio letra must be selected The outras turmas option refers to Teens and INTRO groups which are named according to a different system than regular groups Routine Atualiza es gt Wise Up gt Turmas gt Instrutor Execute the routine The Turmas screen will load Select the group you want to use as templa
49. op up Click OK Contingency At each change of terms a document containing this information must be printed in order to replace the document in the student s folder 15 FINANCIAL RECORDS Definition This process enables the user to view the student s financial record It contains such information as monthly payments purchase of didactic material support classes make up exam etc A report may be printed Routine Atualiza es gt Wise Up gt Alunos Access the routine A window containing records of all the payments made by the student will pop up If you need to print a report select the command on the upper margin of the document or press F4 to email the report Contingency It is possible to wait until the system is restored to execute this routine 16 FINANCIAL POSITION Definition This process enables the user to view records of all the monthly payments that have been made and all of those that have yet to be made 20 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Routine Atualiza es gt Wise Up gt Alunos Access the routine The Posi o Financeira window containing all of the student s payments will pop up Contingency It is possible to wait until the system is restored to execute this routine 17 KEY Definition This process enables the user to identify the students status as represented by colored bullets Routine Atualiza
50. other as long as they are both at the same level and as long as the number of students being moved is not an issue 27 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Note A student can only be moved to a group at the same level He cannot be moved to a group at a higher level without the recording of grades that amount to an average of 70 or more This procedure automatically generates a follow up entry Routine Atualiza es gt Wise Up gt Turmas gt Transf Turma Execute the routine The Turmas screen will load Select the desired group and click on Transf Turma A window containing a list of the students in that group will pop up Double click on the name of the student or the names of all the students you want to keep in the group The bullet next to the student s name will turn from red to green Click on Transferir A window will pop up containing a list of all the groups at the same level with enough available spaces to accommodate the number of students to be moved red bullets Select a group and click on Transferir again A confirmation window will pop up Click OK Observation in case there are no available groups with enough spaces a Protheus windows containing that message will pop up Click OK to close that window and return to the process Contingency It is possible to wait until the system is restored to execute this routine 27 CORRECTING GROUP INF
51. ow will pop up Click OK The Par metros window will pop up Enter the following information Aluno click on the magnifying glass icon to look up the name of the student Click OK The Hist rico de Notas do Aluno screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 53 TIMETABLE REPORT Definition This process enables the user to view a timetable grid containing groups teachers and their classrooms Routine Relat rios gt Wise Up gt Ensino gt Grade de Aula Execute the routine The Protheus window will pop up Click OK The Grade de Aula screen will load Click on Imprimir on the upper margin Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 54 ANALYTICAL REPORT OF ABSENCES Definition This process enables the user to view the absences of any given student individually Routine Relat rios gt Wise Up gt Ensino gt Anal tico Faltas do Aluno 48 WISE UP WISE UP DISTANCE TRAINING PROGRAM a ERP HOME ASSIGNMENT Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Enter the following information Data de and Data at enter the period within which you want to view a student s absences Aluno click on the magnifying glass i
52. r his name in CAPS Click OK Click OK again on the Protheus window The Informa es Cadastrais do Aluno screen will load and on its right side the print settings will be available Refer to the printing procedures The Cadastros de Instrutores screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 48 STUDENTS WITHOUT GROUPS REPORT Definition This process enables the user to generate and print a report containing a list of the students without groups Routine Relat rios gt Wise Up gt Ensino gt Alunos s Turma Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up Enter the following information Exibir Telefones click on Sim to view telephone numbers and N o to not view them Click OK The Protheus window will pop up Click OK The Alunos sem Turma screen will load and on its right side the print settings will be available 45 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine 49 WANTED GROUPS REPORT Definition This process enables the user to check on the possible need for group activations in order to facilitate the change of modules
53. r the following information Curso P this compulsory field enables the user to select a standard course by clicking on the magnifying glass icon Situa o select the desired option among Sem Notas Reprovados Pendentes or Todos to see all of the options Click OK Exibir Telefones click on Sim to view telephone numbers and N o to not view them Click OK The Protheus window will pop up Click OK The Relacdo de Alunos screen will load and on its right side the print settings will be available 41 WISE UP WISE UP DISTANCE TRAINING PROGRAM oe EEEn ERP HOME ASSIGNMENT Refer to the printing procedures Observation In the event the student is on a 30 day notice the report will contain that information Contingency It is possible to wait until the system is restored to execute this routine 43 ATTENDANCE SHEETS Definition This process enables the user to generate and print attendance sheets also known as Front Pages Note If you choose to not specify a group the system will automatically generate the Front Pages of all the activated groups If any group happens to not have a teacher assigned to it a window will pop up containing a warning and the system will not print the Front Pages until all the groups have teachers assigned to them Routine Relat rios gt Wise Up gt Ensino gt Chamada Execute the routine The Protheus window will pop up Click OK The Pardmetros window will pop up
54. rned to arquivado C d C2 Descancelamento This option is used to describe those events in which students on a 30 day notice decide to not quit the course anymore When confirmed this type of event cancels the PRP due payment and re enables all of the upcoming payments that had been cancelled before as well as the Placement Test Aula Zero and the MD purchase In this type of event the date contained in the schedule field must remain unchanged The student s status returns to ativo and his name returns to the group in which he was C d CR Cr dito em Aulas This option is used to describe events in which students are granted credits by the school After a student s contract has been cancelled and he is considered arquivado a CR event is to be recorded and approved by the Regional Manager The date contained in the schedule field must be that of the student s final class in his new status Cod CS Cancelamento sem Devolu o This option is used to describe events in which a student after having enrolled changes his mind and decides to not study here after all As per the company s policies such a student will not be refunded This type of event as well as Cancelamento com Devolucdo can only be validated until the first day of the month of the student s first due payment Cod EC Estorno de Cancelamento com Devolu o This option is used to describe events in which students give up on their decision to cancel th
55. rt to refer to Per odo do Ano enter the code of the desired term Curso enter the desired standard course or click on the magnifying glass icon to select it 50 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Per odo Letivo enter the code of the level if you want the report to refer to a specific level If you do not the system will produce a report containing every level Turma enter the code of the group if you want the report to refer to a specific group If you do not the system will produce a report containing every group Click OK twice The Hist rico Turmas Notas P s Virada screen will load and on its right side the print settings will be available Refer to the printing procedures Contingency It is possible to wait until the system is restored to execute this routine Routine Relat rios gt Wise Up gt Operacional 58 MANAGERIAL REPORT 59 LEAVE OF ABSENCE AND RETURN Definition This process enables the user to view a report containing a list of the students on a leave of absence per odo de aus ncia a k a PA and the dates of their return The use of this report facilitates their inclusion in groups Routine Relat rios gt Wise Up gt Operacional gt Aus ncia e Retorno Execute the routine The Data Base window will pop up Click OK The Aus ncia e Retorno window will pop up Click on Par metros on the right Data de and Data at enter the perio
56. se Op es select the pages you want to print the number of copies and the margin orientation Click on Imprimir and then on Sair WISE UP WISE UP DISTANCE TRAINING PROGRAM en ERP HOME ASSIGNMENT SAC gt Servico de Abertura de Chamada SUPPORT REQUESTS Definition This process enables the user to register requests for solutions to doubts related to the system questions about procedures occasional malfunctions etc It is to be used every time doubts are not properly solved by the User Manual Note All support requests are answered in 24 hours on average The request must be objective and describe the situation in as straightforward a manner as possible Provide as many details as you can without losing conciseness The more detailed the request is the quicker the reply will be Always have the User Manual at hand Send your support requests to the following e mail address sac wiseup com br Support requests can also be made via Skype Add the following Skype name to your contact list Skype sac_wiseup On Saturdays you can contact Plant o TI in order to solve emergency situations Email plantao ti ometzgroup com br Skype plantao_TI Plant o TI works on Saturdays from 8 a m to 12 p m and from 1 p m to 5 p m Routine Atualiza es gt Wise Up gt Alunos Access the routine The Pesquisar Alunos window will pop up Fill out the fields and click OK The Alunos screen will loa
57. t to use this option click on Confirmar If you do want to use it select the corresponding option and click on Confirmar TatianaX Dipte Data base B Escoba n EnpresaF ant Gwpi We wp W Barra Rj Esco o Ambiente Gest o Leucacional Ut rar ns inteema es escohidas acima em todas ns sessies lt yotar Gontirmar WISE UP WISE UP DISTANCE TRAINING PROGRAM ee ERP HOME ASSIGNMENT The system main screen will load as seen below Atualzages Qelstonos favortos Ufmes operacdes Apta FB Gestie Educacional gt Protheus U OMETZ Dyr us meme guu ssONe tam stopos sparta ee wo MPB TSpsxe p TatianaX aeoe Gwp 1 W Barra Fj O4CONTINGENCY PLAN ERP PROTHEUS There is a contingency box in the department s routine which offers support to the user in case he has problems using the system Types of malfunction 1 No Internet access 2 System down 3 Defective computer General Standard Procedures Malfunction Type 1 In case broadband Internet access is no longer available a dial up connection must be set up standard telephone connection Preferably a free service provider such as Pop or IG must be chosen to access ERP WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT Malfunction Type 2 There is an individual contingency plan that refers to each department s particular routines determined according to how urgent that procedure is M
58. te Click on Criar Turma on the lower menu Choose one of the options depending on the kind of group you need such as If you select Turma n mero a Protheus window with the following message will pop up Create A05 group based on BASIC I A01 Select SIM or N O If you select Turma letra a Protheus window with the following message will pop up Create U01 group based on BASIC I A01 Select SIM or N O If you select Outras turmas a Protheus window with the following message will pop up Create F group based on INTRO A Select SIM or N O Remember letters refer to time numbers refer to groups To open a group at a different time select grade hor ria to adjust the time settings If you fail to do so the timetable will have different letters referring to the same time Remember different letters must always refer to different times Contingency It is possible to wait until the system is restored to execute this routine 25 WISE UP WISE UP DISTANCE TRAINING PROGRAM i ESen ERP HOME ASSIGNMENT 24 RECORDING ABSENCES Definition This process enables the user to record students absences or monitor the absences recorded within a certain period Note Saturday students will have two absences recorded for each Saturday they miss Routine Atualiza es gt Wise Up gt Turmas Execute the routine The Turmas screen will load Select the group you want to attribute absences to and cli
59. te The kinds of follow up are described in Types of Follow Up in this Manual Routine Atualiza es gt Wise Up gt Alunos Cadastro this option enables access to the student s contact information E mail this option enables the user to send an email to the student through the ERP Legenda this option enables the user to identify the student s status through the different colors of the bullets Contingency Every time a deal is made with the student such as support classes coaching classes etc two copies of the follow up are to be printed and signed by the student and the Coordinator One copy is to be handed to the student and the other is to be filed in the student s folder in the Administration HOW TO RECORD FOLLOW UP ENTRIES Definition This process enables the user to record every student related event that takes place Note The options in the Consulta Padrdo Op es de Follow Up screen can be viewed at Types of Follow Up WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT In the case of Aviso Pr vio the date contained in the Data Agenda field is automatic and it refers to the student s payments The Cancelamento por Inadimpl ncia followup entry is automatically generated on the last workday of the month Clicking on the magnifying glass icon next to a field will cause a search window to pop up Click on the magnifying glass icon to fill out the field yo
60. te this routine 14 COURSES Definition This process enables the user to view the student s academic record It contains such information as modules groups status transferences and grades It also enables the user to record CAL grades when the student takes a make up exam Routine Atualiza es gt Wise Up gt Alunos Access the routine The Pesquisar Alunos window will pop up Fill out the fields and click OK The Alunos screen will load Select the name of the student you want to view information about Click on Cursos To feed CAL make up exam grades into the system click on the student s name and then click on Cursos A window containing a record of all the student s grades will pop up Click on the term before the current one On the lower right corner of the window click on Segunda Chamada 19 WISE UP WISE UP DISTANCE TRAINING PROGRAM Ingl s Inteligente ERP HOME ASSIGNMENT The Segunda Chamada window will pop up In it you can enter the Oral Exam grade the Written Exam grade and the Assessment Chart grade Grades must be between 0 and 100 The average grade is automatically calculated At the end of the sequence click OK The window will close and you will be taken back to the student s record window which will now contain the grades you have just entered Observation if you click on the current term a Protheus window with the message this option is available only to concluded terms will p
61. u need to search information about Select the desired option Click OK on the lower menu Routine Atualiza es gt Wise Up gt Alunos Execute the routine The Data Base window will pop up Click OK The Pesquisar Aluno window will pop up Fill out one of the fields and click OK The Alunos screen will load Select the name of the student Click on Follow Up The Follow Up screen will load with the name of the selected student displayed in the upper bar Contato double click on the arrow on the right side of the field and select the type of contact Tipo de Ocorr ncia click on the magnifying glass icon to select the type of event Click OK Ocorr ncia briefly describe what has happened inside the Ocorr ncia window Data Agenda and Hora Agenda if necessary fill out these fields with the date and time of the confirmation of the event or the scheduling for a follow up contact Retornar click on the arrow on the right side of the field and select the desired option Executado double click on the arrow on the right side of the field and select the desireed option Click OK 8 1 TYPES OF FOLLOW UP C d 02 Acad mico This option is used to describe all student related events involving classes make up classes changing of groups etc 10 WISE UP WISE UP DISTANCE TRAINING PROGRAM ee ERP HOME ASSIGNMENT C d 03 Financeiro This option is used to describe all payment related events involving students C
62. y It is possible to wait until the system is restored to execute this routine 12 STUDENTS ABSENCES Definition This process enables the user to keep track of student s absences and or schedule make up classes Routine Atualiza es gt Wise Up gt Alunos Access the routine The Pesquisar Alunos window will pop up Fill out the fields and click OK 17 WISE UP WISE UP DISTANCE TRAINING PROGRAM a ERP HOME ASSIGNMENT The Alunos screen will load Select the name of the student you want to view information about Click on Faltas The following information will pop up on the screen e The student s module e The student s group e Date when he was absent e Class sequence 1 or 2 for Saturday classes e Falta S N informs you whether that absence has already been fed into the system e Date of make up class if it has already taken place e Branch where that make up class will take place e Group in which the make up class will take place e OK in case his attendance at the make up class has already been fed into the system Make Up Class to schedule a make up class follow the steps described below 1 When you click on this option the ERP will ask you for the date of the absence and the class sequence for Saturday classes Click OK 2 A window containing dates groups time days of the week and the number of available seats will pop up 3 In the event the student wants to schedule a make up class before

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