This tutorial will cover how to navigate through the accommodation screen, setting the placement filters and using the accommodation grid to place student with an accommodation provider.
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The Accommodation screen is the best place to place students with Accommodation Providers.
It is also possible to place students individually in accommodation through the Enrolment screen - see this article.
For an accommodation provider to appear on this screen, their Accommodation Account must be fully configured. Please see this article.
This screen can display a large amount of information; as such it is recommended to be viewed with a high resolution monitor.
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Accommodation Screen Overview
The Accommodation screen is a custom Schoolworks screen and is separated into two main panels:
Filtering Panel
Placement Panel
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Filtering Panel
Period Start/End
This defaults from the coming weekend for the next 36 days (this canbe adjusted if required)
This can also be manually adjusted in the screen if a different period is required
School
If there are multiple schools in your system, it is possible to select the school in this dropdown.
It is possible to default this to a particular school per user - contact your System Administrator if you wish to change this default
Service
Select the Service you wish to view, or choose ALL which will display all accommodation providers regardless of Service they offer.
Typically it is preferable to focus on a specific Service for placements to display the relevant data
It is possible to default this to a particular school per user - contact your System Administrator if you wish to change this default
Options
This shows the Booking Options available for the selected Service, e.g. Single Room, Double Room, Half Board, Bed & Breakfast
Preferences
This displays any Accommodation Preferences related to the student’s booking
Booking Comment
This displays any comment that has been added by the Admissions team when processing the booking
Placement Exclusions
It is possible here to exclude preferences marked on the Accommodation Account or Room.
Status filters
It is possible to filter the Placement Panel by status, only showing placements with particular statuses.
Press the Search button after adjusting the filters to apply them to the Placement Panel.
Placement Panel
This panel displays one row per Room for each Accommodation Provider.
Looking in more detail:
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It is possible to search for a particular Accommodation Provider in this box
The name of the Accommodation Account, with the Accommodation Code in brackets
Clicking on this will open the Accommdation Account in a new tab.
The name of the room
The Booking Options that can be delivered in this room
The capacity of the room
If multiple students are placed in the same room, the row will automatically resize to display them:
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The screen will display the first 50 Accommodation Providers that meet the filter criteria in the Filter Panel.
It is then possible to navigate to the next page using the controls at the bottom of the screen.
it is possible to change the quanity of providers displayed by default, but please note increasing this may cause the screen to load more slowly.
It is also possible to use the Zoom controls at the bottom of the screen to change the periods display.
By default, the screen will display Weeks, but it is possible to zoom out to see Months or Years to get an overview of placements.