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Accudemia 9.0 - Restrictions
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Restrictions/Associations
Purpose: limit what Subject Area and staff members to display based on rules.
How to Access: Administration > Restrictions
In Accudemia we can configure associations between specific Tutors and Students, so when creating appointments for a specific center, Students only have specific choices of Tutor(s) shown as options.
There are 2 types of associations and 1 type of restriction available that you can use:
- Student-to-Staff Member Association - Use this option to assign a specific staff member to specific students, so you can decide who works with whom.
- Student-to-Staff Member Restrictions - Use this option to restrict a specific student from seeing specific tutors, so you can decide who works with whom.
- Service-to-Subject Area Association - Use this option to only show certain Subject Areas depending on specific Service(s) is selected. For example, a service like “Tutoring” might require all the student Subject Areas to be displayed, while another Service like Self_Study service might require the students to select from a specific set of Subject Areas for tracking purposes.
Creating Student ↔ Staff Member Association
To create an Association to assign staff for your students:
- Now navigate to Administration > Restrictions/Associations from the main menu.
- Select the Student ↔ Tutors Association option.
- Select the “Associations” option and Center in the left-side menu that you want the association to apply.
- Click on + New Association to associate Students to Staff Members.
- After the Pop up Screen titled Add Association appears, select which Tutor can work with which Student(s), when done click on
Save Changes to continue. - Once you're done, click on Enable Associations to finish. (when clicked the Enable Associations will turn into Disable Associations)
Creating Student ↔ Staff Member Restriction
To create a Restriction for a specific student to not be able to see a certain tutor:
- Now navigate to Administration > Restrictions/Associations from the main menu.
- Click on the Student ↔ Tutors Restriction button.
- Select the “Restrictions” option and Center in the left-side menu that you want the restriction to apply.
- Click on + New Restriction to associate Students to Staff Members.
- After the Pop up Screen titled Add Restriction appears, select which Tutor can work with which Student(s), when done click on
Save Changes button to continue. - Once you're done, click on Enable Restrictions to finish. By using the Enable Restrictions link it will turn into a Disable Restrictions) link.
Creating Service ↔ Subject Area Association
In Accudemia, we can configure connections between specific Services and the Subject Areas that should be available for those services. This means when the student is creating appointments or doing a walk-in depending on the Service selected only these associated Courses will show.
To create the Association between your services and subject areas:
- Now navigate to Administration > Restrictions/Associations from the main menu.
- Select the Service ↔ Subject Area Association button.
- Select the Center you want to apply the restriction to.
- Click on + New Association to associate Students to Staff Members.
- After the Pop up Screen titled Add Association appears, select which Service can work with which Subject Area(s), when done click on Save Changes to continue.
- Once you're done, click on Enable Restrictions to finish. (when clicked the Enable Restrictions will turn into Disable Restrictions)
Watch this short video with an example on how to create a Course→ Service association
Importing Associations
You can also use ADX (our Accudemia import tool), which has been updated, to import those associations instead of doing it one by one.
Since the association is 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 : (Associations will only apply to an appointment in this Center)
- Student's ID :
- Tutor's ID (ADX doesn't load the accounts terminology, so it will be displayed as “Tutor” regardless of the terminology used for your staff.)
- For Service-Subject Area Association:
- Center's Name
- Service Name
- Subject Area Code Prefix
- Subject Area Code
- Step-by-step example available here.
Exclusions
There is a screen where an administrator can set restrictions to enable the possibility that if a tutor does not want to work with a student, this can be restricted.
This can be found by going to Administration > Restrictions/Associations > Tutor/Advisor Restrictions/Associations.
When the user selects Tutor/Advisor Restrictions/Associations, it will take you to a screen where the list of all restrictions/associations are listed according to the type selected. By default, when the screen is opened, it will show Restrictions.
- When the type is:
- Association: show on the selector works with
- Restriction: show on the selector cannot work with
To add the restriction, simply click + New at the top right corner, and this will pop up:
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