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Future Student Maintenance - Applications tab

Use the Applications tab to view and maintain details about enrolment applications.

The applications are based on their order of entry into the system within date. The default application, that is, the applicant's first choice, is displayed in bold.

Opening the Applications tab

Future Student Maintenance - Applications tab key fields and buttons

Enquiry/Application Details area fields

Field

Description

Enquired

Date of the first enquiry for enrolment of the student.

Orig Applied

Date that the first application was received for enrolment.

Priority

Priority category that the application has been assigned to.

Grid area fields

Field

Description

Category

Category for the application.

Note: This grid field is only visible if the UseApplicationCategory configuration setting is True. See UseApplicationCategory configuration setting.

Enrolment Date

Date the future student has applied to enrol at the campus starting at the specified year level.

Age at Enrolment

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

  • Enrol Date field
  • Date of Birth field, updated on the Personal tab.

Future Student Maintenance - Application tab (Age At Enrol Date field)

Note: If 1/1 (1st January) is entered in the Enrol 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.

Campus

Future student's campus.

Year Level

Future student's year level.

Field

Description

Status

Status of the future student's application.

The typical default options are:

 

Status

Description

 

A

Application made.

 

D

Deferred.

 

F

Finalised.

 

O

Place Offered.

 

W

Waitlisted.

 

X

Cancelled by the applicant.

 

 

Note: Use the luFutureStatus lookup table to maintain entries. See the luFutureStatus lookup table in the System maintenance manual.

Tip: You can create mail merge letters using the crspFutureStatusChangePrint stored procedure. See Printing mail merge letters using an existing document in the Extracting data manual.
The luFutureStatus table is linked to the luFutureStatusMerge lookup table using its MergeCode. When a status is changed, its MergeCode is also changed as well. Any applications with this MergeCode are selected by the stored procedure.

Status Changed

Date the application was last updated. For example, the application may have been updated because the:

  • person changed their mind about their first choice for year of enrolment
  • status was altered.

Boarder

Boarding status of the application.

Activity

Activity associated with the application.

Activity Date

Date of the associated activity.

Review

Mark the record for future review or follow up.

Tip: When searching for future students, you can display all the applications that require review by selecting Yes in the Marked for Review field. See Searching for future students.
Set Future Student Search Criteria window (cut down)

Ranking

Ranking applied to this application. See How ranking works.

Application date

Date the application was created.

Comment

Any comments on the applications.

Buttons

Button

Description

Add...gif

Create an enrolment application.

See Creating future student enrolment applications.

Tip: You can create mail merge letters using the crspFutureStatusChangePrint stored procedure. See Printing mail merge letters using an existing document in the Extracting data manual.

Modify... buton

Modify the highlighted enrolment application.

See Modifying future student enrolment applications.

Tip: Double click the required application to modify the details.

Delete button

Delete the highlighted enrolment application.

Tip: We suggest that you cancel an application rather than deleting it so that you can maintain a history for the applicant.

To cancel an application:

  1. Highlight the application on the Applications tab.
  2. Click Modify... buton.
  3. Select Cancelled from the Status drop-down list.

    Modify Future Student Application window (select Cancelled option)

Button

Description

Bulk Add... (Future Student Maintenance - Applications tab)

Create future student applications in bulk.

Bulk Add Applications window

See Creating future student applications in bulk.

Default button (Future Student Maintenance - Applications tab)

Make the highlighted application the applicant's first choice.

Last modified: 21/12/2016 10:40:39 AM

See Also

Transferring future students to current students

Updating a cancelling future student's application

Updating a deferring future student's application

Transferring individual future students to current students

Transferring future students in bulk to current students

© 2017 Synergetic Management Systems. Published 20 July 2017.

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