Enquiries

For QACs and LSAs.

You can keep a record of enquiries from potential candidates in Ecordia. You can add notes and files to each enquiry, and turn an enquiry into a candidate at any time.

• Creating an enquiry
• Adding a log entry
• Adding attachments to a log entry
• Turning an enquiry into a candidate

Creating an enquiry

1. Go to More > My Centre > Enquiries. Existing enquiries are listed in a table.
2. Click New Enquiry at the bottom of the screen.
3. Fill in the details, including the course they're interested in.
4. Click Save.

Adding a log entry

1. Open the enquiry.
2. In the Notes section, click Add Log Entry.
3. Enter the details and click Save.

Adding attachments to a log entry

1. Click the paperclip icon on the log entry.
2. Click Choose Files and choose the files.
3. Click Add to upload them.
4. Click Done.

To view a log entry's attachments, click its paperclip icon.

Turning an enquiry into a candidate

1. Open the enquiry.
2. Click Make Candidate. The Add Candidate screen opens, with the enquiry's details already filled in.
3. Check the details and add anything else needed, such as the course, start and target completion dates, and login details.
4. Click Save.
5. Click View Portfolio to set up the portfolio.

Related articles

• Add Candidate
• Set Up Portfolio
• About Onboarding
• My Centre