Withdrawal Wizard The withdrawal wizard is an aid to withdraw students and process the enrolment and underlying components correctly and in bulk. The wizard is found under enrolment actions: The withdrawal wizard automatically suggests a withdrawal type based on the time the student has spent in the programme. The type can be updated if it …
10Enrolments
6 – Status Wizard
Status Wizard The status wizard is an aid to change the enrolment status or complete enrolments and process the enrolment and underlying components correctly and in bulk. The wizard is found under enrolment actions: The status wizard shows all available statuses an enrolment can be changed to based on the current status. A detailed definition …
8 – Public Trust
Public Trust Some providers in New Zealand must protect the students fees in a trust for the duration of the students studies and will receive a drip feed of the funds until the enrolment is complete. A popular provider for this trust service is Public Trust. If you use Public Trust as a fee protect …
5 – Enrolment Actions
Jump Ahead: Email Student Once you click on the ‘Email Student’ button, a screen will pop-up from the side In here you can create a customised email to the student or use the template. You can also attach files to the email. You will be able to reference enrolment-specific data, such as attendance %, when …
1 – Enrolments
This page explains what functionalities the “Enrolments” at the navigation menu can have. Functionalities will all be dependent on your subscription plan. To find out about subscriptions check out our Plans. This includes managing enrolments, and enrolling students, invoices, orders and public trusts. Jump to a section:
3 – Enrol Student(s)
To enrol student(s), there are two navigation you can follow. The quickest way is to navigate to Enrolments -> Enrol Student(s). The other way is to navigate to Enrolments -> Manage Enrolments -> click the “Enrol Student” Before you begin enrolling a student, please ensure that you have already added them as a student and …
4 – Edit Enrolment
To edit a student’s enrolment, navigate to Enrolments -> Manage Enrolments -> select the Enrol ID of the desired student You will be taken to a similar screen below. This is where you can edit enrolment information In the enrolment screen, you can change Start and End dates, select the return type (e.g. if you …
2 – Enrolment Index Overview
Jump ahead: Enrolment Index Navigate to Enrolments -> Manage Enrolments Below is what an enrolment index looks like. Functionality of the boxed area are explained below: 1 – Search Enrolment: This will allow you to filter specific information to find specific information faster. Note: the blue ‘Search’ button has to be pressed for the filter …