When using the 'Enroll' portion of the 'Enroll/Inactivate Candidates' task, you will need to ensure that the Candidate has both a School Decision and a Candidate Decision of the 'Accept' type (to filter on).

To add a School Decision and/or Candidate Decision:

  1. Navigate to: Enrollment Management> People Finder> (search for and select the Candidate)> Checklist
  2. Scroll down to the bottom section, 'Decisions'
  3. If one does not exist, click '+Add New'. Otherwise, click the 'Edit' Pencil to the right of the existing decision
  4. Ensure there is a Decision Date, and an 'Accept(ed)' type of [School] Decision
  5. Further down, set the 'Candidate Decision' to an 'Accept(ed)' type, and add a 'Candidate Decision Date'
  6. Click 'Save'
Note: A Candidate cannot be Enrolled until there is an Accept(ed) type of Candidate Decision for the 'Enroll' process to filter for and find them by.



To Enroll Candidates:

  1. Navigate to: Enrollment Management> Admissions > Admissions Management
  2. Select 'Enroll/Inactivate Candidates'
  3. Click the 'Enroll' radio button.
  4. Filter the following:
    • Entering Year
    • Entering Grade
    • Status
  5. Click 'Next'
  6. Toggle the radio button in the 'Enroll' column for the appropriate Candidate(s).
  7. Enter an Enroll Date, and check the 'Include Future Enrollments' box (to add future enrollment rows on the user record(s)), then click 'Next'.
  8. Choose appropriate Sending School if applicable, then click Next.
  9. Review information and click 'Save & Exit'.


To Inactivate a single Candidate (*):

  1. Navigate to: Enrollment Management> People Finder> (search for and select the Candidate)> Record
  2. Under the 'Candidate Information' block, click 'Edit'
  3. At the top of the resulting window, for 'Candidate Status', select 'Inactive'
  4. Click 'Save'


To Inactivate Candidates in bulk (*):

  1. Navigate to: Enrollment Management> Admissions > Admissions Management
  2. Select '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'
  6. Toggle the radio button in the 'Inactivate' column for the appropriate Candidate(s).
  7. Click 'Next'
  8. Select an Inactivation Reason from the dropdown, then click 'Next'
  9. Review information and click 'Save & Exit'
Note: Only Candidates with a Decision type of No Decision, Declining, or Acknowledged (anything other than 'Accept(ed)' types) will appear in the Inactivate process. Candidates with a Decision of an 'Accept(ed)' type will not appear here.


For more information on Decision Types, please see: Add Decision Type

(*)IMPORTANT NOTE:
Inactivating a candidate will also disable their login, as well as their parent's logins (unless additional conditions below apply).
If you wish to have them re-apply to the same year, or are re-activating their account for a future year ( How to Reapply or Reactivate Candidates? ) you will need to unlock their account(s) ( How do I unlock a user account? ).

Additional conditions regarding inactive candidates having their login locked:

  • For the Parent of Candidate related to the Candidate being inactivated: if they have another active Candidate child, their login will not be disabled.
  • For the Parent of Candidate related to the Candidate being inactivated: if they have any other role that is independent of the Candidate (such as Teacher, Past Teacher, Parent of Alumni, Friend, Trustee, etc) that they would log into otherwise, their login will not be disabled.