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changes.mady.by.user Former user

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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:

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Note: Enrolment steps are not created in this tab.

Setup default Steps in luActivity by setting the RequiredForEnrolment flag See luActivity lookup table.

 

Expand
titleOpening the Steps tab

To open the Steps tab:

  1. Select Module > Future Students > Future Student Maintenance from the main menu.
    The Set Future Student Search Criteria window is displayed.
    Tip: You can also access the future student functions by clicking .
  2. Search for the future student. See Searching for future students.
  3. Click the Steps tab.
    The Steps tab of Future Student Maintenance is displayed.

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Future Student Maintenance - Steps tab key fields and buttons
Fields

Field

Description

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

Launch the Modify Activity window to modify the selected enrolment step.

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