Enrollment Interest Form: Customize/Create

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Table of Contents

• Navigation and Initial Setup

• Adding a New School Year

• Configuring Enrollment Interest Form Policies

• Features of the Enrollment Interest Form

• Sharing Your Form

• Enrollment Interest Form Notifications

Navigation and Initial Setup

To begin configuring your Enrollment Interest Form, navigate to one of the following paths:

• Reports > Students > Enrollment Interest Report > Configure Enrollment Interest Form

• Admin > Application & Lottery

Adding a New School Year

Before customizing your Enrollment Interest Form, ensure a new school year has been added to the SIS. This step allows families to select the correct school year when completing the form.

Steps:

• Navigate to Admin > Settings > School Calendars.

  

• Click Lookup Manage School Years.

• Type the Beginning Year (e.g., 2024).

• Click Create.

Configuring Enrollment Interest Form Policies

Setup Page Policies

1. Navigate to the Options Cogwheel.

1. Activate the School Years you want visible on the enrollment interest form.

Updating Grade Levels

To update a student’s grade if a parent has filled it out incorrectly:

• Change the dropdown to: Admin/reports/enrollment_interest_report.php.

Setting Default Applicant Status

A new page policy has been added to simplify applicant management. This policy allows schools to set a default status for applicants who complete the Enrollment Interest Form.

• Navigate to Admin > Application & Lottery > Enrollment Interest Review > Options > Page Policies.

• Select /admin/reports/enrollment_interest_report.php.

Features of the Enrollment Interest Form

• Customizable Questions:

  • Add text boxes, radio button options, checkboxes, and more.

  • Auto-generate an internal key for each custom question to save time and ensure consistency.

• Data Display:

  • Collected data can appear as additional columns on the Enrollment Interest Report.

• School Policies:

  • Enable sibling and staff identification options.

• Form Layout:

  • Add new sections or reorder fields.

  

Customizing the Form:

• Form Title: Name your form (e.g., 2023-2024 Enrollment Interest Form).

• Font: Choose the font size and style.

• Introduction: Provide a brief overview for parents.

• Sections: Use the “+" icon to add sections.

• Question Grouping: Group questions into columns instead of stacking.

• Reorder Questions: Drag and drop questions as needed.

 

Sharing Your Form

After creating your form:

1. Return to the Enrollment Interest Review Tab.

2. Copy the link at the top of the page.

3. Paste the link onto your school’s website for easy access.

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Enrollment Interest Form Notifications

Enable notifications to inform staff when an Enrollment Interest Form is completed:

• Navigate to Admin > Application & Lottery > Lottery Settings > Options.

• Configure the settings and change the dropdown accordingly.

For more information, refer to the User Guide on Pre-Qualifications.