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Create new Enquiry - Enrol Details window

Use the Enrol Details window to enter enrolment details for an enquiring student.

Create New Enquiry - Enrol Details window

Tip: See Enrolment enquiry creation windows if any age-related errors are displayed.

Note: The Age Current label may be displayed differently. Create New Enquiry - Enrol Details (Age BaseDate field)

When you click Finish, the Enquiry Student Maintenance window is displayed. You can enter any information that you did not enter through the wizard in the tabs on this window.

Create new Enquiry - Enrol Details window key fields

Field

Description

Enquiry Date

Date the person making the enquiry first contacted your organisation. This field shows the current date by default.

Note: Your organisation may elect to use the date of the first enquiry as one of the criteria for allocating priorities to applicants.

Enrol for Date

Date the student is proposing to enrol at the organisation.

Note: Set to the first day of the year in most cases. Set to the actual start date when a student starts later in the year.

If the Year Level is specified, the recommended year is displayed based on the:

In the following example, the year 2017 is recommended as the:

  • Year Level is 8
  • student's date of birth is 9/07/2002
  • cut-off date is 1st April.

Create new Enquiry - Enrol Details window (cut down)

Age at Enrol Date

Student's age at the enrolment date of the application. This is calculated from the:

  • Enrol for Date field
  • Date of Birth field, updated on the Create New Enquiry - Enquiry Student Name window.

 

Note: If 1/1 (1st January) is entered in the Enrol for Date field, the value is calculated from the first day of the first term of the specified year. If the actual start date is entered, the value is calculated based on this date.

Age Current /

Age <BaseDate>

Student's age either:

  • currently

    Create New Enquiry - Enrol Details (Age Current field)

  • compared to the base date, if set.

    Create New Enquiry - Enrol Details (Age BaseDate field)

The value displayed depends on the BaseDate configuration setting used at your organisation. See BaseDate configuration setting in the System maintenance manual.

Campus

Campus the student is enquiring about attending. For example, Senior.

Year Level

Student's year level. All year levels are numeric and depend on your organisation. For example, 0 for Prep or Reception.

Note: Early learning centres such as preschool and pre-prep are allocated year levels 30 (3 year old) and 40 (4 year old). This is because year levels must be integers.

If the Year Level field is blank, the recommended year level is displayed based on the:

In the following example, year level 2 is recommended as the:

  • Enrol for Date is 1/1/2011
  • student's date of birth is 9/07/2002
  • cut-off date is 1st April.

Create New Enquiry - Enrol Details window (cut down)

Source of Enquiry

How the person making the enquiry became aware of your organisation. Examples include:

  • Friends Living in Area
  • Local Newspaper Advertising
  • Parent is Past Student
  • Television Commercial.

 

Note: Use the luEnquirySource lookup table to maintain the values. See Maintaining lookup tables in the System maintenance manual.

Source of Enquiry Comment

Any notes or comments.

For example, 'Referred by the Smiths, who have three children currently at the school'.

Current/Previous School

Student's current or previous school, if applicable.

Tip: If you are authorised, right click on fields to add lookups. For example, Source of Enquiry and Current/Previous School.

Last modified: 6/03/2013 11:31:15 AM

See Also

Enrolment enquiry creation windows

Create new Enquiry - Enquiry Student Name window

Create new Enquiry - Mobile/Email window

© 2013 Synergetic Management Systems. Published 15 October 2013.

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