Application and Lottery

Application & Lottery/Setup Process & Policies /Video

Application & Lottery is a paid addition to our current Enrollment Interest Forms and REG-Online features. This module will allow schools to run a lottery to submit a limited number of applicants from their pool, using customizable rules.

If you are interested in purchasing this product please reach out to School Pathways,  this is a premium addon module.

This module is built to run on top of the Enrollment Interest Report and will enable schools to include options such as pre-qualifying students based on their currently enrolled siblings or if they are a child of a teacher or staff member of the school. Lottery winners will be pushed to REG-Online, and the rest have the option to be pushed to an ordered Wait List.

 

There are 3 places to update for the school year you want to appear on enrollment interest from:

  1. Be sure to have the new school year added to your "school years"
  2. Add what school year you want to show on your enrollment interest form under page policies "page policy public/registration/enrollment_interest.php".
  3. Under student registration be sure to show the upcoming school year as well "Admin/reports/enrollment_interest_report.php"

 

Step 1: Define Users

Staff who will be working with App & Lottery also will need the "Lottery Administrator" Permission Group added to their profile  

Go to Admin > Settings > Security > Security 

Click Define Users

Add Lottery Administrator to who needs access

 

Step 2: School Policies

School Policy Added (Admin > Settings > Policy > Online Registration

Be sure to go through all policies in this section, and read all the policies: There is one policy where you can send a notification to the families who fill out an enrollment interest form, (you must set up the trigger email for this if you have this policy on)

 

This Policy Is very Important:

Policy #33: that will add checkboxes to the Enrollment Interest Form asking if the applicant currently has a sibling enrolled or is a child of a teacher or staff member to work with this pre-qualification.


  • Schools can also choose to limit the number of winning applicants based on Grade level or City to match what their school policies and capacity can work with.
  • Students that win the lottery will then be given the option to be sent to the Online Registration module if the school has this enabled. 

 Step 3: Set Policies

Admin > Settings > Policies

Student Registration

Policy Numbers 23-26 (all others are for Reg online) Please double check the numbers yours might be a tad different

Policies/Settings/Reports



Maximum available slots for students
                                                                                      
This let's the lottery know how many to push as accepted, and how many should be waitlisted
  Auto approve for siblings and students of staff

If enabled, students who qualify are pre-selected before the lottery is run.

 

Approve additional siblings if one sibling wins

If enabled, students who qualify are selected at the same time as their siblings.

 

Set limits on number or % of winners based on factors within the student record

Factors to limit by:

  • Gradelevel

  • City

 

Enable questions on Enrollment Interest form for Siblings and Staff Children

When enabled, a checkbox for this question will appear on the Enrollment Interest form

 

Push winners to REG-Online

When enabled, students who are selected via the lottery are sent to REG-Online automatically.

Add losers to ordered Waitlist

When enabled, students who are not selected by the lottery are added to a waitlist. This waitlist should be ordered for the school to see who the next eligible student should be if a space opens up

COMING SOON Allow for option to Live stream winning results shown with applicant ID

COMING SOON This option provides a webpage that allows viewers to see the results of the lottery using lottery #'s to identify the students.

Review unverified sibling and staff student claims, and accept or reject them

If an applicant claims to be a sibling of a current student or a child of a teacher/staff member, there should be a place where schools can check this claim and approve or reject it.

View ordered wait list and push students to REG-Online

Administrators should be able to see a waitlist in an order to show which student should next be submitted if a spot opens up.

Run supplemental lottery

If a lottery is run, a supplemental lottery can be run and people can be added to the end of the ordered waitlist in the order of the lottery results.

Notifications

Email notifications should be sent to the applicants with the following results:

  • Form submitted

  • Lottery Completed - with results

This should be a customizable message for both cases (also customized for win and wait list)

 Coming out at a later date:

Configure colors and font

Users should be able to configure the following:

  • Font

  • Header/Footer Color

  • BG Color

  • Font Color

Coming at a Later Date: Set Introduction Text

Users should be given limited HTML editor capabilities to set an introductory text for the top of the page. The current text should be provided by default.

Coming at a Later Date:Add/Remove Questions

Users should be able to add and remove questions on the form. The set of questions is limited to the current set on the form.

Coming at a Later Date: Set Footer Text

Users should be given limited HTML editor capabilities to set text for the footer of the page. The current text should be provided by default.

Coming at a Later Date: Preview Page

Users should be able to preview the page to see what their applicants will see.

 

Coming at a Later Date: Query Page

Users should be able to enter their submission ID to see a status of their student's application.

Previous Lotteries

Users should be able to see a full list of previous lotteries, with an overview of the lottery settings.

View/Export Results

Users should be able to see a list of which applicants were accepted into the lottery and which were waitlisted (or left unaddressed). This should also be exportable to a CSV file.

Rollback Results

In case of an error, users should be able to "roll back" a lottery, and have the status of all applicants be what they were before the lottery was run.

Step 4: Configure Enrollment Interest Form

Reports > Students > Enrollment Interest Report

Click on the Configure Enrollment Interest Form 

Click Save Settings once Completed

The other three tabs on this page are not part of the set-up, they are used later once the process has started to gather information.

Set Up Trigger Emails

Admin>Settings>Trigger Email

Application & Lottery (3 in this section)

  • Winner
  • Non - Winner
  • Waitlist

REG - Online (1 in this section)

  •  Click in status section to Enable 
  • Click Edit Body Of Trigger Email to edit
  • This Trigger email will go out automatically once the Enrollment Interest form is filled out

To view who filled out interest form:

Reports>Students>Enrollment Interest Report

Step 5: Manage Pre Qualification Request Section:

Pre Qualification Set Up User Guide Click Here

Step 6: How to Run the Lottery

Prior to Running the lottery be sure your TRIGGER EMAILS are set set up for

winner , non winner, and waitlist

Scroll down in the user guide,to see how to set up Trigger Emails

  • Admin > Student Info > Enrollment Interest Reports
  • Place a mark in the box next to each student that should be included in the lottery
  • Click Run Lottery

 

Be Sure the Following Sections are Complete Prior to Running the Lottery:

1. Application Lottery Settings Review

2. PreQual Settings

App & Lottery Pre-Qualification Settings User Guide

3. Trigger Emails Set Up

Admin > Settings > Trigger Email

Emails can be sent out to the families once the process is complete, to let the families know if their student has won a spot in the lottery. You need to set up the Trigger Emails as part of the Setup Process.

This section is used to send automated emails to the families based of of what type of letters your school desires to send.  

This should be done during setup

 

Link to the User Guide for Parents

Reg -Online Household Info

 

School Enrollment Interest Form View from the Families Side

This is what your families will fill out if they are interested in attending your school. 

The link for this is sent from your School, the link comes from the Enrollment Interest Form Setup as shown above. (URL LINK) Copy and Paste this in the body of a Trigger Email.