Searching for enrolment enquiries

Use the Process Future Student and Enquirers window to search for:

Contacts who have enquired about enrolling a student. For example, Cassandra Dyson.
Prospective students who have been added after an enquiry. For example, Jackie who is Cassandra Dyson's daughter.
Future students who may be enrolling at your organisation. For example, James Dawson.

Process Future Student and Enquirers window (grid area)

See Searching in the Introduction manual for details on how to use the search tools.

Note: If the enrolment enquiry is not found, click to add a new enrolment enquiry from this window. See Creating new enrolment enquiries.

To search for enrolment enquiries or future students:

Select Module > Future Students > Enquiry/Future Student Maintenance from the main menu.
The Process Future Student and Enquirers window is displayed.

Tip: You can also access the future student functions by clicking .
Click Show Filters.
The filters are displayed.

You must have at least one of the following Type/Status fields selected to perform a search:
- Enquiry Students
- Enquiry Contacts
- Future Students field.
Enter whatever information you know in the fields.
Tip: Enter case-sensitive values in the Surname and Preferred fields as Synergetic offers to copy these across to the Create new Enquiry - Contact Name window.
Click .
Synergetic searches both the enquiries database and for future students in the community database for records that match your search criteria.

Process Future Student and Enquirers fields and buttons

Name Fields

Field	Description
ID	Search based on the Synergetic ID of the person enquiring or future student, if known.
Surname	Search based on the surname of the person enquiring or future student.
Given/Preferred	Search based on the preferred first name of the person enquiring or future student.

Enquiry/Future Students Fields

Field	Description
Enrol Year	Search based on the year applied for.
Gender	Search based on gender.
Campus	Search based on the campus applied for.
Year Level	Search based on the year level applied for.
Sub School	Search for students by the sub-school they are grouped into, if applicable. This is used mostly by multi-campus organisations that provide schooling for all year levels at each campus. For example, year levels can be grouped into: junior school middle school senior school. Warning: Do not add sub-schools by selecting from the right click menu because entries are required in both the luSubSchool and the luYearLevel lookup tables. See the luSubSchool and luYearLevel lookup tables in the System maintenance manual.
Boarder	Search based on the boarding status of the person enquiring or future student. Typical values include: Boarder Day Student Home Stay. Note: Maintain the values in the luBoarder lookup table. See luBoarder lookup table in the System maintenance manual.
Full Fee	Search based on whether or not the student is a full-fee-paying student.
Priority	Search based on the priority of the person enquiring or future student. Typical values include: Existing family Sibling at school Parent is Ex Student Parent is Staff Normal. Note: Maintain the values in the luFuturePriority lookup table. See the luFuturePriority lookup table in the System maintenance manual.

Type/Status Fields

Field	Description
Include:
Enquiry Students	Filter search results to display enquiry students.
Enquiry Contacts	Filter search results to display enquiry student contacts.
Future Students	Filter search results to display future students. Note: You can select multiple filters.
Active Enquiry	Search based on whether the enquiry is active. See the Enquiry Student Maintenance - Enquiry tab. Note: This field is not selectable unless Enquiry Students or Enquiry Contacts has been selected as a search filter.
Future Student Status	Search based on the status of the future student application. Typical values include: application made place offered finalised cancelled. Note: Maintain the values in the luFuturePriority lookup table. See the luFuturePriority lookup table in the System maintenance manual.
Enquiry Status	Search based on the status of the enquiry. Typical values include: In Process New Waiting. Note: Maintain the values in the luEnquiryStatus lookup table. See luEnquiryStatus lookup table in the System maintenance manual.
Enquirers with no Status	Select to include enquirers with no status.
Enquiry Date From/To	Search based on the duration of the enquiry.

Activity Fields

Field	Description
Activity	Search based on activities.
Any Activity	Search for enquirers or future students with any activity.
Activity Status	Search based on the status of the activity.
Follow Up Date To	Search based on the follow up date.
Follow Up	Search for enquirers or future students with the Follow Up flag selected.
Activity By	Search based on the person in your organisation who is responsible for the activity.
Follow Up By	Search based on the person in your organisation who is responsible for following up.

Buttons

Button	Description
	Find records based on the fields specified. These are displayed in the grid area of the window.
	Create a new enrolment enquiry. See Creating new enrolment enquiries.
	Create a new future student. See Creating future students.
	Once you have found records, launch one of the following maintenance functions for the highlighted record in the grid area: Enquiry Student Maintenance. See Maintaining enrolment enquiries. Future Student Maintenance. See Maintaining future students.
	Clear existing search filters.
	Close the Process Future Student Enquirers window.
	Launch the Bulk Set Enquiry Status window to apply an enquiry status to all enquiry students in the grid area.

Last modified: 21/12/2016 10:39:22 AM