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. Important notes
    • With the Mark for Reenrollment wizard, you can reenroll existing students and generate student progression entries to prepare them for the next year.
    • Reenrollment includes students being promoted to a new school within the school system, but does not include students who are graduating out of the school system.
    • When you run the Mark for Reenrollment wizard, an applicant and application are enabled for students who have never been an applicant or have no application.
    • Mark for Reenrollment will only promote students to the next grade level if they reach the minimum credits required for the next year (defined in Year Calculations).
    • With the Mark for Reenrollment wizard, you can also:
      • Update status information
      • Reenroll students
      • Delete tracks
      • Delete checklist items
      • Add tracks
      • Add checklist items
      • Add an action
      • Copy attributes from the student view of the record to the applicant view of the record, enter values for required applicant attributes, and add additional applicant attributes
    • The only way to undo Mark for Reenrollment processing is to restore to a backup. To preview changes before making them, click Preprocessing Report before you click Run Now.
  2. How to run Mark for Reenrollment
    1. In Administration, click Status Wizards.
      Note: You can also create and run the Mark for Reenrollment wizard in Records - Students by clicking the Mark for Reenrollment link.
    2. From the list on the left, select Mark for Reenrollment.
    3. Click New on the action bar. 
    4. General tab
      1. In the From school field, select the school from which you are reenrolling the students.
      2. In the From year field, select the year from which you are reenrolling the students.
      3. In the Update frame, select the appropriate status, status date, and status reason and, in the To year field, select the year to which you are reenrolling the students.
        Note: Leave the Update frame blank if the status information is not changing for the included students.
      4. You can mark the following checkboxes: Create exception query, Create query of students with changes, and Print a control report.
      5. Click Next.
    5. Additional Information tab
      1. If applicable, select values in the fields in the Enrollment Information frame.
        Note: If you select Today in the Date enrolled from field and save the parameters to run this wizard again, you do not have to update this field each time you run the saved wizard.
      2. In the When creating student progression entries box, in the Advisor field, you can select Specific Value or Copy Previous. If you select Specific Value, use the binoculars to select a faculty member by name.
      3. Click Next.
    6. Checklist/Action tab
      1. In the Delete frame, you can select tracks and checklist items to delete from the included records.
      2. In the Add frame, you can select actions, tracks, and checklist items to add to the included records.
      3. Click Next.
    7. Attributes tab
      1. In the first grid, you can select attributes to copy from the student side of the record to the applicant side of the record.
        Note: For a student attribute to copy to the applicant side of the record in Admissions Office, the attribute must also be defined as an applicant attribute in Configuration in Admissions Office.
      2. In the Please provide values for the Admissions Office applicant required attributes grid, you enter values for required applicant attributes. You can also add additional attributes to applicant records by selecting attributes in the Attribute Type column.
      3. Click Next.
    8. Filters tab
      1. Filter the students included in the process by name, status, and/or attribute.
      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 wizard.
      7. Click Save and Close on the action bar.