Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

  1. How to run Enroll Applications
      1. In Administration, click Status Wizards
      2. Highlight Enroll Applications and click New in the top toolbar
      3. The General tab
        1. In the From school field, select the school associated with the applications to enroll. 
        2. You can select a status, status date, and status reason for the application records you are enrolling. 
        3. In the Set current grade field, select the grade for the student you are  enrolling. You can set the grade based on a promotion schedule (BB133586) or enter the grade.
          • If you choose Based on promotion schedule, select a promotion schedule in the Promotion schedule field. Enter a value in the Current grade if blank field if you want to update blank Current grade fields on the applications included in the process. 
          • If you choose To value, select a value in the Current grade field.  
          • To overwrite the existing value, mark the Overwrite existing current grade checkbox.
        4. In the Student progression grade [ ] year [ ] fields, select a grade and enter the year. 
        5. To update the ID prefix for the students you are enrolling, mark Change applicant ID prefix to student ID prefix. 
        6. Click Next.
      4. The Additional Information tab
        1. In the Date enrolled from field, enter the date the applicant will be enrolled in the school. 
        2. In the Grade enrolled field, select the grade level in which the applicant will be enrolled. 
        3. In the Homeroom teacher field, select the student's homeroom teacher. 
        4. In the Homeroom field, select the student's homeroom. 
        5. In the Class of field, enter the expected graduation year. 
        6. In the Advisor field, select the student's advisor. 
        7. To specify what relation receives a student's report card, mark Set relationships to receive report cards and enter the relationship type. 
        8. To set a relationship to show on the student's transcript, mark Set first relationship to show on transcript.  
        9. Click Next.
      5. The Checklist/Action tab
        1. In the Delete frame, you can mark Tracks or Checklist items to delete specified tracks and checklist items associated with the application. 
        2. In the Add frame, you can mark Action to add specified actions to the student.
        3. Click Next.
      6. The Attributes tab
        1. In the first grid, select attributes to copy from the applicant view of the record to the student view of the record.
          Note: For an applicant attribute to copy to the student side of the record in Registrar's Office and Student Billing, the attribute must also be defined as a student attribute in  Configuration in Registrar's Office and Student Billing. 
        2. In the Please provide values for the Registrar's Office student required attributes and Please provide values for the Student Billing student required attributes grids, you enter values for required student attributes. You can also add additional attributes to student records by selecting attributes in the Attribute Type column.
        3. Click Next.
      7. The Filters tab
        1. In the Filters grid, you can filter the applicant information you want to process. For example, you can enroll one applicant or a group of applicants.  
        2. To view a list of records included in the update, click Preview Included Records. On the Records to Include screen, you can deselect records you do not want to include. 
        3. Click Preprocessing Report to preview a report of changes to records before running the wizard 
        4. Click Run Now. 
        5. Name and save the parameter set. 
        6. When the wizard is complete, a control report appears. After reviewing the report, click the red X to return to the Enroll Application wizard. 
        7. Click Save and Close on the action bar. 
You can run the enroll applications wizard for one record or for a group of records. To run the enroll applications wizard for one record follow the steps below.
​1. Open the applicant record.
2. Select Applicant, Enroll Applications.
3. Open the appropriate wizard or create a new parameter.
4. Setup the Wizard with the appropriate options. Note the Filters tab is greyed out because you are enrolling one record.
5. Run the wizard.