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Sign-In and Appointment Restrictions

We are excited to announce that we are introducing 2 new features today. When the students sign-in or create an appointment, now you can limit what courses and staff members to display.

There are 2 types of restrictions available that you can use:
  • The first one is the Student-Staff Member Association. This lets you assign specific staff member to specific students, so you can decide who works with who.
  • The second one is the Service-Subject Area Association. That means that only certain courses will be displayed when a service is selected. For example, certain services like Tutoring might require all the student courses to be displayed, while a Self Study service might require the students to select a different kind of activity only for tracking purposes.


The restrictions can be found under Administration > Restrictions in Accudemia 7.0. Once there, select the restriction type you want to edit.

Then,
1) Select the Center you want to apply the restriction to.
2) Click on "+ New Association" to associate Students to Staff Members, or Services to Courses.
3) Once you're done, click on Enable Restrictions to have the sign-in screen and appointment screens start working with that.


Importing Associations

You can also use ADX (our import tool), which has been updated, to import those associations instead of doing it one by one.

Since the association are per center, they will be created and imported only when you specify the center name in your import job. The minimum required fields are:

For Student-Staff Member Association:
- Center's Name
- Student's ID
- Tutor's ID   (ADX doesn't load the accounts terminology, so it will be displayed as Tutor regardless or the correct staff member role)

For Service-Subject Area Association:
- Center's Name
- Service Name
- Course Code Prefix
- Course Code


Limitations

The restrictions are applied only to student screens. For appointments, only the new wizard will filter based on the associations.


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