If any contract information, including financial aid information, needs to be changed after the family views the contract, ReEnrollment Managers must remove and re-generate the contract.
Once the family submits their contract, all of the information collected on the contract will appear in the Contracts menu.
ReEnrollment Managers can print an unsigned copy of a candidate's/student's contract from the Contracts menu in his/her onBoard profile. Once a contract has been generated, a print button will appear in the More Information dropdown next to the contract.
Once the family has submitted the contract, ReEnrollment Managers can use the same print button to print a signed copy of the contract.
ReEnrollment Managers can put a hold on a candidate's/student's contract by checking the Hold checkbox in the Contracts menu in his/her onBoard profile. This will prevent the contract from being published to the family. Managers can also select a Hold type (Academic, Financial, or Other) from the Hold Type dropdown and/or enter a custom explanation for the hold in the Hold Comment field.
ReEnrollment Managers can enter a personalized message for a family in the Special Contract Text field in the Contracts menu in the candidate's/student's onBoard profile. This message will only appear on the contract if the Special Consideration Text block has been added to the contract.
To view/edit the contract information in a candidate's/student's profile:
- From the persona menu, select onBoard.
- Select Manage Contracts under Process.
- Use the filter options to search for the candidate/student and click View.
- Click Edit next to the user's name.
- In the Contracts menu, click Edit next to the appropriate contract.
- Make the necessary changes and click Save.