ebs: central Apps/Enqs/Enrols Role Group
Licence required: EBS4ApplicClient.
The roles available in the ebs: central Apps/Enqs/Enrols group are described in the following table.
Role | Allows users to... |
---|---|
Address Lookup |
Add addresses to ebs records using address lookup software by clicking the Search button adjacent to the Address Line 1 field in the Learner module. Note: This role enables the Search button beside the Address Line 1 field. |
Admin Academic History | This role is not in use. |
Admin Learner Deletion |
Fully remove a learner from an ebs database to comply with GDPR. Note: The Administrative Learner Deletion Enabled institution setting (on the General (Cross-System) screen) must also be set to 'Y'. |
Admin setup | Assign user roles in all of the groups in User Management. |
Admin workflow | This role is not in use. |
Administer Loan Detail | View and edit loan record details in bulk in a grid in the Learner Manager module and to import and export data for exchange with the SLC Provider Portal. |
Batch printing administrator |
View and print all requested reports (applications, enrolments, and so on) in Batch Printing. Note: Batch Printing is available only if a valid EBS4Reports licence is held. |
Batch printing scheduler |
Schedule a batch of reports (applications, enrolments, and so on) for printing in Batch Printing. Note: Batch Printing is available only if a valid EBS4Reports licence is held. |
Deduplicate (Client) | Full access to the ebs: central de-duplication functionality. |
Deduplicate (Web) | Full access to the web de-duplication functionality. |
Delete Applications |
Delete application records on the Applications tab in the Applications module. Note: Users must also have the Full or View Applications role to access the Applications tab. |
Delete Offers |
Delete offer records on the Offers tab in the Applications module. Note: Users must also have the Full or View Offers role to access the Offers tab. |
Delete Requirements |
Delete requirement records on the Requirements tab in the Applications module. Note: Users must also have the Full or View Requirements role to access the Requirements tab. |
EFinancials | This role is not in use. |
Enrolment Manager | Access to Learner Manager. A user is required to have this role in addition to any other roles in order to access Learner Manager. |
Exam Admin setup | Carry out exam submissions and imports. |
Excel Export | This role is no longer in use. |
Export Learner Data | Export learner data from the Learner Archive Export button in the Learner module. |
Favourites | Set courses or learners as favourites to be retrieved using the quick search in ebs Web. |
Full Consents | View and edit consent records on the Consents tab in the Learner module. |
Full Offers | View, add, and edit offer records on the Offers tab in the Applications module. |
Full Requirements | View, add, and edit requirement records on the Requirements tab in the Applications module. |
Full academic history | View, add, edit, and delete academic history records on the Academic History tab in Enrolments. It also allows users to add and remove optional assessments for a learner on the Manage Optional Assessments window. |
Full applications |
Do the following:
Note: Users must also have the Enrolment Manager role to access the Learner Manager module. |
Full attainments | View, add, edit, and delete attainments on the Attainments tab in Enrolments. It also allows users to create duplicate attainments for a learner. |
Full enquiries | View, add, edit and delete enquiry records. |
Full enrolments |
View, add, edit, and delete enrolments on the Enrolments tab in Enrolments. It also allows users to do the following:
Note: Users must also have the ebs4 Enrolment Client User role to use the enrolments functionality. |
Full organisations | View, add, edit, and delete organisation records in Organisation Management. |
Full payments (web) | View, add, edit, and delete fees/receipts in ebs Web. |
Full people | View, add, edit, and delete learner details in the Learner module. |
Full workflow | This role is not in use. |
Institution Settings | Access to the Institution Settings module. |
International Students | Add passport, visa, agent, insurance, accommodation provider, arrival detail and orientation detail records. |
International Students Admin |
Do the following:
|
Learner Manager Application Reports | Bulk print application reports on the Applications tab of Learner Manager. |
Learner Manager Enrolment Reports | Bulk print enrolment reports on the Enrolments tab in Learner Manager. |
Learner Manager Learner Reports | Bulk print learner reports on the Learner tab of Learner Manager. |
Manage Employment History | View, add, edit, and delete employment history on the Employment window. |
Manage Enrolments | Bulk edit enrolments on the Enrolments tab in Learner Manager. |
Manage Work Placement | Use the Work Placement tab in Enrolments. |
Photo Import |
Import learner photos in bulk (for example: from a CD or local directory) on the Imports screen providing the photo names include the learner’s ID. Note: The learner ID type to use (for example: Person Code) can be set in the Learner identified by institution setting. |
Prohibit adding fees |
Users with this role cannot create any additional fees other than the default to the course. Note: This role disables the Add Fee functionality in Enrolments. |
Reference Data |
Use the Reference Data module. Note: This role enables the Reference Data button in the Admin group of the System ribbon. |
Run Reports |
Run reports for the corresponding module, if:
|
Run Reports - Applications | Run learner application reports and learner interview reports in ebs: central and ebs Web. |
Run Reports - Enquiries | Run enquiry-related reports. |
Run Reports - Enrolments | Run enrolment-related reports. |
Run Reports - Learners | Run learner-related reports. |
Run Reports - Staff | Run staff-related reports. |
Save searches | Save user-defined searches and retrieve up-to-date search results from the quick search in ebs Web. |
SayCheez |
Take photos for learner records using the photograph control on the right-hand side of the Learner tab in the Learner module. Note: Users must also have the Full People role to take learner photos. |
Targets | Enable the Targets option to select from (Setup > Screen Settings) in ebs Web. |
Till Administrator | Add, duplicate, and delete till number records in Reference Data. |
Tills |
Save and cancel receipts in Enrolments, if:
|
View Consents | View consent records on the Consents tab in the Learner module (read-only). |
View Offers | View individual offer records on the Offers tab in the Applications module (read-only). |
View Requirements | View individual requirement records on the Requirements tab in the Applications module (read-only). |
View academic history | View academic history records on the Academic History tab in Enrolments (read-only). |
View applications |
View applications on the Applications tab in the Applications module, in ebs Web, and on the Applications tab in the Learner Manager module (read-only). Note: Users must also have the Enrolment Manager role to access the Learner Manager module. |
View attainments | View attainments on the Attainments tab in Enrolments (read-only). |
View enquiries | View enquiry records (read-only). |
View enrolments | View enrolments on the Enrolments tab in Enrolments (read-only). |
View organisations | View organisation records in Organisation Management (read-only). |
View payments (web) |
View fees and receipts in ebs Web (read-only). Note: The Full Payments (web) role overrides the View Payments (web) role. |
View people |
View people in the Learner module (read-only). Note: The Full People role overrides the View People role. |
View workflow | This role is not in use. |
Fee super user (web) |
Do the following in ebs Web:
Note: The Prohibit Adding Fees role overrides the Fee Super User (web) role. |
HE Assessments Administrator | Use the HE Assessments functionality for all learners. |
HE Assessments User | Use the HE Assessments functionality for their own learners. |
Manage Funding and Monitoring | View, add, edit, and delete funding and monitoring records on the Funding and Monitoring window. |
Full Loan Details |
View, add, edit, and delete loan record details for an individual learner’s enrolments in the Loan Details section on the Enrolments tab or in ebs Web. Note: This role is available only if a valid EBS424PlusLoan licence is held. |
Manage Apprenticeship Finance | Use the Apprenticeship Finance tab in Enrolments. |
View Loan Details |
View loan record details for an individual learner’s enrolments in the Loan Details section on the Enrolments tab or in ebs Web (read-only). Note: This role is available only if a valid EBS424PlusLoan licence is held. The Full Loan Details role overrides the View Loan Details role. |
Add Enrolment Validations | Add learner validation details using the Validation Documents window. This window is displayed by clicking the Go To button on the Learner ribbon, and selecting the Validation Documents option. |
Enrolment Super User | Generate or regenerate fees for an enrolment manually, and override or ignore errors that prevent learner enrolments. |
Manage Fees Free Eligibility | Manage the fees free eligibility status for a learner. |
Manage Reservations |
View and add reservations in Organisation Management. Note: You can convert reservations to enrolments in Learner Manager. |
Validation Super User | Update the Validation Level field in the Learner module. |
Add staff to organisations | Access organisation units in read-only mode and add, edit and delete staff links to organisations. |
Link/Unlink Child Enrolments |
Link or unlink child enrolments. Note: The Full Enrolments role no longer includes the ability to link or unlink child enrolments for Tas TAFE users. A post-install script is available to Tas TAFE institutions which, when run, applies this role to all users with the Full Enrolments role. |