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Removing a confirmed future student who defers after the new year is created

If you have a future student who previously confirmed that they would be attending next year but who subsequently defers to the following year, you need to:

In the following example, Zoe Youngman is a future student who has been converted to a current student as part of the new academic year process for 2012. Her:

To remove a deferring student from the new academic year and restore their future student record:

  1. Select Module > Students > Current Student Maintenance from the main menu.

    The Set Current Student Search Criteria window is displayed.

  2. Update the Year to next year. In this example, 2012.
  3. Update the selection criteria to search for the student.

    Set Current Student Search Criteria window (cut down)

  4. Click OK button.

    The Personal tab of the Current Student Maintenance window is displayed.

    Current Student Maintenance - Personal tab (cut down)

  5. Select File > Delete From This Year.

    File - Delete From This Year

    The following window is displayed.

    Confirm Delete window

  6. Type delete.
  7. Click OK button.

    The student is removed from the selected file year.

  8. Select Module > Future Students > Future Student Maintenance from the main menu.

    The Set Current Student Search Criteria window is displayed.

  9. Update the search criteria.
  10. Select the Archive Search field.

    Set Future Student Archive Search Criteria (deferred student)

  11. Click OK button.

    The Personal tab of the Future Student Archive Maintenance window is displayed.

    Future Student Archive Maintenance - Personal tab (cut down)

  12. Click the transfer icon Transfer to current students button.

    The following window is displayed.

    Confirm - About to transfer back to Future Student file

  13. Click Yes button.

    The following window is displayed.

    Confirm - Transfer Successful

  14. Click Yes button.

    The Personal tab of the Future Student Maintenance window is displayed.

    Future Student Maintenance - Personal tab (cutdown, Z Youngman eg).gif

  15. Click the Applications tab.

    The Applications tab of the Future Student Maintenance window is displayed. See Future Student Maintenance - Applications tab in the Future students manual.

    Future Student Maintenance - Application tab (cutdown, Z Youngman eg)

  16. Click Modify... buton.

    The Modify Future Student Application window is displayed.

  17. Select Cancelled from the Status drop-down list. See Modifying future student enrolment applications in the Future students manual.

    Modify Future Student Application window

  18. Click OK (Make Default) button.

    The Applications tab of the Future Student Maintenance window is displayed.

  19. Create a new enrolment application. See Creating future student enrolment applications in the Future students manual.

    This application follows the process your organisation applies to deferred students.

Last modified: 6/03/2013 4:51:55 PM

See Also

Handling exceptions after the next year has been created

Processing a student leaving after the new year has been created

Processing a repeating student after the new year has been created

Adding a new student in the current year after the new year has been created

Removing a confirmed future student who cancels after the new year is created

© 2013 Synergetic Management Systems. Published 15 October 2013.

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