Before beginning, ensure you have a paper or electronic copy of the original contract as well as all deposit and contract information needed to recreate the contract. Deposit and contract information can be found by selecting the Edit pencil icon on the Contracts tab.

1. Delete the users' current submitted Contract

  1. Go to Enrollment Management
  2.  People Finder > Search for the User
  3. Click the Contracts tab
  4. Click the X to remove the contract

 

2. Update the Grade Level

  1. Go to Core
  2.  User> Edit User profile data 
  3. Search for the User
  4. Scroll down to System Information, and click Student Enrollment
  5. Click Edit next to the School Year to change the grade level for the same School Year as the removed contract 

 

3. Assign A New Contract

  1. Go to Enrollment Management
  2.  Search for the preferred user using People Finder
  3. Click the Contracts Tab
  4. Click Add New
  5. Select the preferred contract > Click Save

 

4. Generate the New Contract :

  1. Go to Enrollment Management
  2.  Enrollment > Contracts
  3. Click Edit for appropriate the Contact Form (the type added to the record in the previous step)
  4. Click Generate Contracts

 

5. Update the Deposit Information
Note: It is important that users fill out the deposit information after generating the Contract so parents will not be prompted to pay the deposit again. 
  1. Go to Enrollment Management
  2. Search for the user by using People Finder
  3. Click the Contracts Tab
  4. Edit the contract  by clicking the Editing Pencil
  5. Fill in Deposit Received Date and Deposit Received Amount (and Date Returned if you do not want the Parents to have to sign/submit the contract again).
  6. Click Save 
    • Note: Ensure you have the original contract via a Paper or Electronic Copy for legal purposes) then click Save
    • Note: If you do not input a Date Returned as stated above, then the parents will also need to go in and sign/submit the contract again