Do you need a system where guardians give their intent concerning re-enrolment? Want to get ahead for rollover and invoice for the upcoming year? Use the student custom field and a simple questionnaire to make life easier. The custom field can be used to create a distribution group using quick reports, create conditional fees for invoices and can even be used on your grade reports if needed.
Where to start
Make sure your student profiles have the re-enrolment custom field.
If you do not have this field or would like to add more options then please contact our support team for help. |
If you have used this field previously, you may want to reset the values using mass edit. We can help out by refreshing this using the import tool as well. Just extract a quick report with your student ID as the key field and add the refresh value to the import sheet.
Think about consents
Re-enrolment is a great time to think about refreshing consent as well. If you have set up your consent to be yearly, send the request in the same questionnaire. Check your settings before creating the questionnaire in consent management.
Think about medical information
This may also be a great time to refresh the student's medical information. Check to see if there are any new medical alerts that need to be added.
Create your questionnaire
We would advise creating questionnaires per class level. This will help you manage the returns and make the data processing part a little easier. You can send per school level as well. Just from experience creating the questionnaires in batches makes life a little easier to chase the late replies.
In the above example, you can see which sections we would suggest. As always it's good practice to have a text box as an introduction and explanation.
Give your guardians ample time, but politely send reminders to hopefully get a 100% reply rate.
When completed, why not extract this information using quick reports? You can use Excel to crunch data to check your numbers for the coming year.
What next?
Why not start your enrolment? Set up your classes for next year. using the same Excel sheet, add the new target class to the students and ask your CSM for help with a class enrolment import.
Include the confirmation custom field in the final grade report, using a student details section.
Want to send an invoice for the upcoming year? You can build a conditional fee which checks this field and applies a fee depending on the entry.
Make sure you have set the fee to ignore raising invoices for students who have a 0 value. You can run a whole school level invoice.
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