Application & Lottery Setup

Application & Lottery : Setup Process & Policies

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.

Table of Contents


 

Define Users

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

Navigation: Admin > Settings > Security > Security > Groups

Group titled "Lottery Administrator"

Click "Members" link

Use the checkboxes on the right to select those who should have full access to the Enrollment Interest form and Lottery Configuration.

Click Save


Policies

School Policies

Navigation: Admin > Settings > Policies

Student Registration

  • Omit Enrollment Interest Signature- set to Yes if you do NOT want parents to sign the form
  • Require Enrollment Interest Form- set to Yes if you only want REG Online appliants who came from an Approved enrollment interest form
  • Ask and Require "Learning Center" on the Enrollment Interest Form- set to Yes if you want families to choose a specific Learning Center from your available list
  • Allow for Sibling and Staff Studen Identification in Enrollment Interest Form- Setting the "Siblings" or "Staff Children" enables two questions to appear on the form to collect that information

Application and Lottery

  • Program Title- If your school has different lottery requirements based on things like sites, programs, learning centers, gradelevels, etc, programs are a great way to go! This policy let's you rename the "Programs" to whatever best fits your school
  • What email address do you want Application & Lottery communications to be sent from?- this policy allows the school to customize the reply-to email so it is easier for families to fine and less likely to end up in spam/clutter
  • Lottery Non-Winner Application Status- by default, you can set the Non-Winner application status. If choosing "Rejected" here, but in the Lottery settings the Waitlist option is checked, the waitlist will take priority.

Page Policies

Navigation: Options Cogwheel > Page Policies

  • admin/reports/enrollment_interest_report.php
    • Allow Gradelevel Override- setting to Yes will enable the submitted gradelevel for a student to be overwritten on the Enrollment Interest Review. Helpful if the parent submitted the wrong gradelevel and you don't want them to re-do the application
  • public/registration/enrollment_interest.php
    • Available Gradelevels- select the gradelevels you want to appear in the gradelevel dropdown on the Enrollment Interest form. This prevents parents from choosing gradelevels outside of what you offer for your school/program
    • Available School Years- Select the available school years for your parents to choose from. Limiting this helps prevent parents from choosing the wrong one.

Available School Years relies upon your calendar settings. If you do not see the school year you are needing, ensure that you have enabled it under Admin>Settings>School Calendars>Lookup/Manage School Years


Configure Enrollment Interest Form

Navigation: Admin > Application and Lottery > Configure Enrollment Interest Form

See this guide for detailed information on how to configure the Enrollment Interest Form


Set Up Trigger Emails

Navigation: Admin>Settings>Trigger Email

See this guide for detailed information on setting up your trigger emails


Lottery Settings

Use this set of Guides