Admin Portal - Features
Admin Portal
A. Dashboard (Notification)
1. Activity – Overview of daily processes
a. View new and incomplete student applications
b. View student requests (transfers/appeals)
c. View new or pending invoices
2. Messages – View and create internal emails (notify staff of tasks requiring
action and/or simply providing notifications and updates)
B. Email Client (Messages)
1. Securely email with students, schools, colleges, donors or other community
partners
2. Review email history
C. Students
1. Search/Filter/Sort students
2. Abilty to export student data based on filtered criteria
3. Approve/Deny Applications, transfer requests, and appeals
4. Profile
a. Create, delete, and edit student demographics and/or data
5. Enrollments
a. Create new enrollment, edit or delete existing enrollment data
6. Scholarships
a. Filter by scholarship type
b. Add or delete multiple scholarships per student
7. Documents
a. Upload or view student documents
8. Appeals
a. View new and existing appeals
9. Requests
a. View new and existing transfer requests
10. Funding
a. Calculate student funding based on fund level and dynamic cost fields
11. Settings
a. Active/Inactive student
b. Delete student
c. Reset password
D. Communication
1. Create letters using predefined variable codes for mass mailings
2. Edit or delete letters
3. Create, edit or delete letterhead
4. Filter by user type, student status, school and/or grad year
5. Send Emails, print letters, letter labels and envelopes
E. Tuition
1. Calculate tuition based on fund level
F. Enrollments
1. Import, create or edit student enrollment data
G. Invoicing
1. Ability to export enrollment data per invoice
2. Invoice approval process
H. Scholarships
1. Filter by scholarship type
2. Create, enable/disable, or delete scholarships
I. Users
1. Filter by user type
2. Create, edit, and delete users
J. Import/Upload
1. Import all student
2. Create custom student data template – student demographics, school district, eligibility, money transferred, GPA, major, algebra II
grade, etc.
K. Reports
* User can custom report on any and all data captured in eScholaship by exporting into an excel spreadsheet and manipulating data to meet specific reporting needs
1. Incomplete Application Report
2. HS Senior Report
3. Recruiting Roster
4. Award Roster
5. Suspension Roster
6. Approved/Denied Transfer Requests
7. Approved/Denied Appeals
* Customized reports can also be built in eScholarship. eInternet would work with client to identify specific reporting needs
Types of Reports (examples):
1. Financial needs comparison report
2. Detailed payment reports
L. Documents
1. View and Upload - Ability to upload and view multiple student documents
Examples:
- Transcripts
- Photo
- Student Essay
- Scholarship Application
- Award Letter
- Student Aid Report
- More
