Enrollment
26 articles
- Enrollment WorkflowA guide that walks you step-by-step to go-live with enrollment!
- What can (and can't) be edited after an enrollment packet is sentA breakdown of which enrollment packet elements can be changed after a batch has been sent to families, and what to do in each scenario.
- Copying a Form PacketThis article covers how to copy an existing packet to edit for schools that used August for enrollment last year.
- Enrollment Go-Live Checklist
- Updating the "Active" Enrollment PacketThis article walks through how to update your active enrollment packet.
- Enabling Blackbaud Integration with the Enrollment FeatureEnrollment Form Request Packets can update Blackbaud Student Checklist Step Statuses
- Creating a Form Packet BatchThis article will walk you through the steps for creating your batch for enrollment/registration.
- Enrollment ReviewTrack packet progress, review submitted forms, merge and import immunization records, and pull reports, all from the Enrollment tab.
- Sending Enrollment Reminders
- How to send a Follow-up on a specific formThis article will walk you through asking a question of a guardian on a specific form
- Reviewing Form Resubmissions
- Enrollment review of "Pending" students
- Receiving Paper Forms: Marking Forms as SubmittedThis article provides how to mark a requirement complete to mark Enrollment complete
- Building Supplemental Rules by Graduation YearLooking to surface forms to only specific classes? Use this article to surface forms by the graduation year!
- How to: Merge Documents During Enrollment ReviewLearn how to combine multiple documents into one combined document during enrollment review. Please note: this must be completed before accepting the section.
- How To: Use the Enrollment Overview PageLearn how to use the Enrollment Overview page to see enrollment progress at a glance
- How To: Review One or a Couple Forms at a TimeLearn how to filter down to one or a couple forms to streamline enrollment review
- Turning Off Nightly Refresh in EnrollmentThis article explains how to disable the nightly auto-refresh on an Enrollment batch to prevent incoming students from receiving the current year's packet.
- How to: Start an Enrollment Submission on Behalf of a Parent/GuardianLearn how to initiate or complete a student's enrollment submission on behalf of a parent or guardian directly from the nurse portal.
- How to: Adjust Enrollment RemindersChange when and how often enrollment reminders go out, even after a packet has already been sent.
- How to: Troubleshoot Why a Supplemental Form Was Added to a PacketConfirm whether a supplemental request rule or a parent's submission triggered the form, and resolve it correctly.
- How to: Query for a Specific Answer on a Form or Packet SubmissionFind every student who answered a specific question a specific way, without opening each submission one by one.
- How to: Archive an Enrollment Packet for a Non-Returning StudentRemove enrollment packet requests for students who won't be returning, whether they clear automatically or require manual archiving.
- Who Receives Automated RemindersUnderstand exactly which statuses trigger a reminder, so you know what your families will and won't receive.
- How to: Troubleshoot a Blank Form SubmissionA parent submitted a form with a missing upload or field? Here's how to find out why, and how to fix it.
- How to: Close Out Enrollment for New SubmissionsTurn off resubmissions so families can no longer open or add to their enrollment forms on their own.