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  3. How to View the Student Details Enrolment Page

How to View the Student Details Enrolment Page

England
Northern Ireland

This an overview of the Enrolment section of the Student Details page displaying the following sections, Enrolment Status, School History, Class Memberships, Year Group Memberships, Tutor Group Memberships, House Memberships, Programme Aims with Learning Aims, Learning Aims (Not Attached to a Programme Aim), Qualifications, Fees, Gifted & Talented Subjects and User Defined Fields.

Access: The minimum permissions required to access the Enrolment page can be found in the Framework module from within Config > Setup > Roles & Permissions.

Permissions

See Also: How to View the Student Details Profile Page

First, select Students from the left hand menu, then select the Student who’s Enrolment you would like to view and click View.

Student List Page

Enrolment

Select Enrolment from the left hand menu to open the Enrolment section of the Student Profile.

Enrolment Tab

The following icons will be available on some of the sections. They are Add, View CTF Attendance History, More, Edit, Delete and View.

Quick Icons

Enrolment Status

The Enrolment Status panel will display the Students Current Enrolment Status along with any previous Enrolment Status’.

Enrolment Status Panel

You can Edit or Delete an enrolment status by hovering over the Enrolment Status you would like to change and clicking the Pencil Icon to Edit, or the Bin Icon to Delete.

Edit and Delete

Note: Under most circumstances we would recommend that you Do Not Edit or Delete an Enrolment Status as this can cause loss of Attendance Data, if the Enrolment Status of a Student has changed, please Add a New Enrolment Status.

You can add a new Enrolment Status by selecting the + icon in the top right hand corner of the panel.

Plus Icon

In the pop-up, select the new Enrolment Status from the dropdown, enter the Start Date, if you know the End Date you can also enter this here but it is not required. Once you’re happy press Save.

Add Enrolment Status

If the New Enrolment Status is replacing an existing Enrolment Status you will receive the following Confirmation message, press Proceed.

Confirmation

You’ll see that the previous Enrolment Status has now been End Dated as of the day before the Start Date of the New Enrolment Status.

New Enrolment Status

School History

Displays the History of Previous Schools including the Current School attended.

School History Panel

Click the + icon to Add new details. Or the CTF Attendance History icon to view the CTF Attendance.

CTF Attendances and Plus Icon

Hovering over a row will give the options to Edit or Delete.

Class Memberships

Displays the Current Class Memberships.

Class Membership

Click the + icon to Add a new Class Membership.

Add Class Membership

Click the More icon to Add, Edit, Transfer or Remove Assigned Classes.

Class Assignment

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

Key Data

The Key Data Panel can be found on the right hand side of the Enrolment page. Click the Edit button.

Edit Key Data

On the Key Details tab you can make changes to information such as the UPN, ULN and Admission Number.

Key Details Tab

In the Attendance Modes tab, you can Add New Attendance Modes by clicking Click to Add New Attendance Mode and Edit or Delete existing Attendance Modes by hovering over the Attendance Mode to be edited and clicking the Pencil Icon to Edit or the No Entry symbol to Delete.

Attendance Modes Tab

Year Group Memberships

Displays the Year Group Memberships.

Year Group Memberships Panel

Click the + icon to Add a new Year Group Membership.

Add Year Group Membership

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

Tutor Group Memberships

Displays the Tutor Group Memberships.

Tutor Group Memberships Panel

Click the + icon to Add a new Tutor Group Membership.

Add Tutor Group Membership

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

House Memberships

Displays the House Membership.

House Memberships Panel

Click the + icon to Add a new House Membership.

Add House Membership

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

Programme Aims with Learning Aims

Learning Aims are linked directly to Programme Aims. The Programme Aim will have a Reference which is assigned to the associated Learning Aims.

Programme Aims with Learning Aims Panel

Click the + icon to Add a new Programme Aim.

Add New Programme Aim

Clicking on a Programme Aim will give the options to Edit or Delete.

Where a Student Programme Aim exists and a new Programme Aim with Start/End Dates BEFORE the existing one is added the message has been changed from, There is already an open Programme Aim for the selected date range, to Programme Aim reference is sequential. Please update existing Programme Aim with the earliest dates then add a new one.

Programme Aim Reference is Squential

Learning Aims (Not Attached to a Programme Aim)

If Learning Aims exist when a Programme Aim is added they will be automatically be linked to the Programme if their characteristics map correctly. Any Learning Aim which has a Start Date before the Programme Aim Start Date will not be attached and will reside in the Learning Aims (Not Attached to a Programme Aim) panel.

Learning Aims (Not Attached to a Programme Aim) Panel

Click the + icon to Add a new Learning Aim.

Add Learning Aim

Clicking on a Learning Aim will give the options to Edit or Delete.

Qualifications

Displays any Student Qualifications.

Qualifications

Click the + icon to Add a new Qualification.

Edit Qualification

Clicking on a Qualification will give the options to Edit or Delete.

Fees

Displays any Fees, Due, Paid or Outstanding.

Fees

Click the + icon to Add a new Fees.

Add Fee

Clicking on a Fee will give the options to Edit or Delete.

Gifted & Talented Subjects

Displays Gifted & Talented Subjects.

Gifted and Talented Panel

Click the + icon to Add a new Gifted or Talented Subject.

Add/Edit Gifted and Talented Subject

Clicking on a Subject will give the options to Edit or Delete.

Alternative Provision Details

Displays any Alternative Provision Details.

The Alternative Provisions Panel is found via Students>View Student Details>Enrolment

Alternative Provision Details Panel

Click the + icon to Add a new Alternative Provision.

Add Alternative Provision

Clicking on an Alternative Provision will give the options to Edit or Delete.

User Defined Fields

Displays User Defined Fields for the Student.

User Defined Fields

User Defined Fields are created and added from Config > Administration > User Defined Fields

This an overview of the Enrolment section of the Student Details page displaying the following sections, Enrolment Status, School History, Class Memberships, Year Group Memberships, Tutor Group Memberships, House Memberships, Programme Aims with Learning Aims, Learning Aims (Not Attached to a Programme Aim), Qualifications, Fees, Gifted & Talented Subjects and User Defined Fields.

Access: The minimum permissions required to access the Enrolment page can be found in the Framework module from within Config > Setup > Roles & Permissions.

Permissions

See Also: How to View the Student Details Profile Page

First, select Students from the left hand menu, then select the Student who’s Enrolment you would like to view and click View.

Student List Page

Enrolment

Select Enrolment from the left hand menu to open the Enrolment section of the Student Profile.

Enrolment Tab

The following icons will be available on some of the sections. They are Add, View CTF Attendance History, More, Edit, Delete and View.

Quick Icons

Enrolment Status

The Enrolment Status panel will display the Students Current Enrolment Status along with any previous Enrolment Status’.

Enrolment Status Panel

You can Edit or Delete an enrolment status by hovering over the Enrolment Status you would like to change and clicking the Pencil Icon to Edit, or the Bin Icon to Delete.

Edit and Delete

Note: Under most circumstances we would recommend that you Do Not Edit or Delete an Enrolment Status as this can cause loss of Attendance Data, if the Enrolment Status of a Student has changed, please Add a New Enrolment Status.

You can add a new Enrolment Status by selecting the + icon in the top right hand corner of the panel.

Plus Icon

In the pop-up, select the new Enrolment Status from the dropdown, enter the Start Date, if you know the End Date you can also enter this here but it is not required. Once you’re happy press Save.

Add Enrolment Status

If the New Enrolment Status is replacing an existing Enrolment Status you will receive the following Confirmation message, press Proceed.

Confirmation

You’ll see that the previous Enrolment Status has now been End Dated as of the day before the Start Date of the New Enrolment Status.

New Enrolment Status

School History

The School History panel comprises of 2 Sections, School History and Pre-School History.

To add new details, click the + Icon and select whether to add School History or Pre-School History.

You also have the option to view CTF Attendances by selecting this icon.

Hovering over a row will give the options to Edit or Delete.

Sure Start

The Sure Start panel displays any recorded Sure Start details.

Click the + Button to add new Sure Start Details.

You can hover over an existing Sure Start entry to Edit or Delete the entry.

Class Memberships

Displays the Current Class Memberships.

Class Membership

Click the + icon to Add a new Class Membership.

Add Class Membership

Click the More icon to Add, Edit, Transfer or Remove Assigned Classes.

Class Assignment

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

Key Data

The Key Data Panel can be found on the right hand side of the Enrolment page. Click the Edit button.

Edit Key Data

On the Key Details tab you can make changes to information such as the UPN, ULN and Admission Number.

Key Details Tab

In the Attendance Modes tab, you can Add New Attendance Modes by clicking Click to Add New Attendance Mode and Edit or Delete existing Attendance Modes by hovering over the Attendance Mode to be edited and clicking the Pencil Icon to Edit or the No Entry symbol to Delete.

Attendance Modes Tab

Year Group Memberships

Displays the Year Group Memberships.

Year Group Memberships Panel

Click the + icon to Add a new Year Group Membership.

Add Year Group Membership

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

Tutor Group Memberships

Displays the Tutor Group Memberships.

Tutor Group Memberships Panel

Click the + icon to Add a new Tutor Group Membership.

Add Tutor Group Membership

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

House Memberships

Displays the House Membership.

House Memberships Panel

Click the + icon to Add a new House Membership.

Add House Membership

Hovering over a row will give the options to View, Edit or Delete.

View Edit and Delete

Programme Aims with Learning Aims

Learning Aims are linked directly to Programme Aims. The Programme Aim will have a Reference which is assigned to the associated Learning Aims.

Programme Aims with Learning Aims Panel

Click the + icon to Add a new Programme Aim.

Add New Programme Aim

Clicking on a Programme Aim will give the options to Edit or Delete.

Where a Student Programme Aim exists and a new Programme Aim with Start/End Dates BEFORE the existing one is added the message has been changed from, There is already an open Programme Aim for the selected date range, to Programme Aim reference is sequential. Please update existing Programme Aim with the earliest dates then add a new one.

Programme Aim Reference is Squential

Learning Aims (Not Attached to a Programme Aim)

If Learning Aims exist when a Programme Aim is added they will be automatically be linked to the Programme if their characteristics map correctly. Any Learning Aim which has a Start Date before the Programme Aim Start Date will not be attached and will reside in the Learning Aims (Not Attached to a Programme Aim) panel.

Learning Aims (Not Attached to a Programme Aim) Panel

Click the + icon to Add a new Learning Aim.

Add Learning Aim

Clicking on a Learning Aim will give the options to Edit or Delete.

Qualifications

Displays any Student Qualifications.

Qualifications

Click the + icon to Add a new Qualification.

Edit Qualification

Clicking on a Qualification will give the options to Edit or Delete.

Fees

Displays any Fees, Due, Paid or Outstanding.

Fees

Click the + icon to Add a new Fees.

Add Fee

Clicking on a Fee will give the options to Edit or Delete.

Gifted & Talented Subjects

Displays Gifted & Talented Subjects.

Gifted and Talented Panel

Click the + icon to Add a new Gifted or Talented Subject.

Add/Edit Gifted and Talented Subject

Clicking on a Subject will give the options to Edit or Delete.

Alternative Provision Details

Displays any Alternative Provision Details.

The Alternative Provisions Panel is found via Students>View Student Details>Enrolment

Alternative Provision Details Panel

Click the + icon to Add a new Alternative Provision.

Add Alternative Provision

Clicking on an Alternative Provision will give the options to Edit or Delete.

Nurture Unit History

The Nurture Unit History panel will show any existing Nurture Unit information.

You can click the + Icon in the top right hand corner to add a new entry.

Or, you can hover over an existing entry to Edit or Delete it.

User Defined Fields

Displays User Defined Fields for the Student.

User Defined Fields

User Defined Fields are created and added from Config > Administration > User Defined Fields

Updated on May 15, 2024

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