How to Create a Pre-Admission Group and View Pre-Admission Students

In this guide, we will show you how to carry out the following tasks with regards to Pre-Admissions;

• Create a Pre-Admission Group
• View Pre-Admission Students

See also;

• How to add Pre-Admission Students using CTF and ATF Imports
• Admissions Guidance.

For guidance on how to add and import Pre-admission Students please see How to Add Pre-Admission Students using CTF and ATF Imports.

Create a Pre-Admission Group

To begin, go to Modules>Administration>Pre-Admission Groups.

Any previously created Pre-Admission Groups with Admission Dates in the future will be displayed by default. If you would like to see Pre-Admission Groups with Admission Dates in the past, untick Hide Past Pre-Admission Groups.

To create a new Pre-Admission Group, press New.

Complete the following details, note all fields marked with * must be completed.

• DOB From: Enter the date of birth range for the required Year Group
• DOB To: This will populate automatically once the DOB From Date has been populated
• Admission Date: This is the date the students will be admitted.
• Planned Yr Grp: This will populate based on the defined Date of Birth Range.
• Year Name: If Auto Generate Name is selected this will Auto Generate a name based on the year group and the year of admission. Untick Auto Generate to edit this field.
• Planned Admission: Complete with your planned admission number
• Numbers to Rank: This need to be completed even if you are not managing your own admissions. Note this number must be at least 25% more than Planned Admission i.e. planned admission = 100 , Number to Rank = 125.
• Admission Policy: If you are not managing your own admissions leave this as Not Selected, otherwise choose the Admission Policy from the drop down box or click the + to Create an Admission Policy. The criteria for Admission Policies are defined in Config>Admin>Lookup Tables> Admission Criteria. (See also: How to Edit Lookup Tables).

Click Create to complete the process.

For the next step, which would be adding Pre-Admission Students to your system via a CTF and ATF Import, please refer to the following guide;

• How to add Pre-Admission Students using CTF and ATF Imports

View Pre Admission Students

To view Pre-Admission Students, navigate to the Students list page.

Next, click on the Search Filters (top right) and from the Status dropdown choose Pre-Admission. This will update the list to show only Pre-Admission Students.

Selecting Status as Pre-Admission will also populate a Pre-Admission Group field, if you would like to view only Students from a particular Pre-Admission Group first update the Active Date Filter so that the date range includes the Admission Date for the Pre-Admission Group you would like to view, you will then be able to select the Pre-Admission Group from the drop down and it will further refine the list. However if you want to see all Pre-Admission Students regardless of which Pre-Admission Group they are in, you can leave this as Not Selected. Once you’re happy, press Close.

You can now click on the Pre-Admission Student(s) required and click View to open the Student Profile or press Actions to carry out other tasks such as Quick Edit.