Use the Steps tab to maintain enrolment steps which can define the normal process steps for when a new student enrols at the school.
For example - tour attended, interviewed, documents received.
Defaults steps can be defined to apply to all new future students. These are visible on the Activity tab along with all other activities as well as on the Steps tab.
For each enrolment step you can:
- flag the step as complete
- record the completion date for each step
- add general comments about the step.
Note: Enrolment steps are not created in this tab.
Setup default Steps in luActivity by setting the RequiredForEnrolment flag See luActivity lookup table.
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Future Student Maintenance - Steps tab key fields and buttons
Fields
Field | Description |
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Code | Unique code for the enrolment step. |
Description | Description of the enrolment step. |
Complete | Whether the enrolment step is complete. |
Date | Date the enrolment step was completed. |
Comment | General comments about the enrolment step. |
Buttons
Button | Description |
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| Launch the Modify Activity window to modify the selected enrolment step. |
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