Overview

The Enrollment Tab of the contact record is where you can view and edit all fields that are assigned to the enrollment-type field groupings. Read on below to learn more. Please note: These field groupings will only display for admin accounts with Enrollment permissions set within the 'Admin Portal Accounts' page.

Click here to return to the Contact Record Overview.


How-To: Use the Enrollment Tab

When you are viewing a specific student's contact record within SchoolAdmin, you can access their Enrollment tab by clicking on it from the list of tabs at the top of the page.

Image of a Contact Record header with the Enrollment tab highlighted.

(Please note: The tabs displayed for your log-in may differ from what is displayed above, based on the modules you are using and the permissions of your account).

Once on the Enrollment tab, you will see the following information.

Show Options

Located in the upper left of the tab. You can choose from two options:

  • All: This option will show all fields set to display on the Enrollment tab - whether they have a value or not for the contact you are viewing.

  • Completed: This option will show only completed fields (i.e. those with a value) set to display on the Enrollment tab for the contact you are viewing.

Field Groupings

The Enrollment tab displays the field groupings listed below:

  • Enrollment - Please note, this grouping will only display if you have Enrollment permissions set within the Admin Portal Accounts page. Some fields you may see here include enrollment type, enroll intent y/n, not enrolling reason, deposit payment method, trigger dual signature y/n, two financially responsible payers y/n, etc.

  • Medical - Please note, this grouping will only display if you have Medical permissions set within the 'Admin Portal Accounts' page. Some fields you may see here are for allergy and medication information, important medical dates, etc.

  • Tuition & Fees - Please note, this grouping will only display if you have Financial permissions set within the 'Admin Portal Accounts' page. Some fields you may see here include deposit amount paid, deposit override, deposit date, tuition override, custom fee fields for program fees, etc.

  • Scholarship - Please note, this grouping will only display if you have Financial permissions set within the 'Admin Portal Accounts' page. Some fields you may see here include a general scholarship amount field and any custom scholarship amount fields for a President Scholarship, program scholarships, etc.

If you do not see a specific field grouping when viewing a contact, it is because there are no fields with that grouping set to display for the type of contact - click here to learn more. If you cannot see the Enrollment tab at all, you may not have Enrollment permissions set within the 'Admin Portal Accounts' page.

You can change the grouping for most fields from the Fields Setup page using the 'Edit' option. Use the Contact Layout page to set which fields display for different types of contacts in your system.

Edit Fields

Located in the upper right of the tab. This button allows you to make changes to most of the fields displayed within the current tab.

Once you have made your desired edits, be sure to click the green Save Edits button to confirm the changes or click the grey Cancel button if you don't want to save your changes.

The Edit Fields option is useful because you can update any fields that were incorrectly filled out on a form, update information to make it current, or fill out an internal-only field. Please note: Updating fields within the contact record will NOT update the information on any submitted forms. Fields on forms are saved as-is and do not update unless a new form is submitted as a replacement.

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