To enroll candidates:

1.) Start from your onBoard persona.
2.) Navigate to Process > Enroll/Inactivate Candidates.
3.) Click the Enroll radio button.
4.) Filter the following:
  • Entering Year
  • Entering Grade
  • Status
5.) Click Next, then choose Enroll button for appropriate Candidate.
6.) Select Candidate’s Name and click Enroll, then click Next.
7.) Enter Enroll Date, and check Include in Future Enrollment box, then click Next.
8.) Choose appropriate Sending School if applicable, then click Next.
9.) Review information and click Save & Exit.


To inactivate candidates:

1.) Start from your onBoard persona.
2.) Navigate to 
Process > Enroll/Inactivate Candidates.
3.) Click the Inactivate radio button.
4.) Filter the following:

  • Entering Year
  • Entering Grade
  • Status
  • School Decision
  • Candidate Decision
5.) Click Next, then choose Inactivate radio button for appropriate candidate
6.) Click Next and review information, then click Save & Exit.


Important Note: Only Candidates with a Decision type of No Decision, Declining, or Acknowledged (anything other than Accepted types) will appear in the Inactivate list. Candidates with a Decision of an Accepted type will not appear here.

Example: If the School Decision for a Candidate is Waitlist, and the Candidate Decision is Remain on Waitlist - this decision type must be any other than an Accepted type.

For more information on Decision Types, please click here.