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Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
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Youth Programs
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Action
Action
Action
Action is a record that captures activity for a particular entity. These records may change a status/substatus, generate correspondence, or record more general information - depending on the action category and the action
method
.
Note
: For recording non-dated non-standard information on a record, consider using
Attribute
s.
Change Status To
determines whether the action changes status. This only applies to categories with an
action entity type
of Student or Inquiry. In the case of students, the status is changed for the
divisions
associated with the action. The
Status/Substatus Calculation
is different for Inquiries and Students.
Change Substatus To
determines whether the action changes a substatus. This only applies to categories with an
action entity type
of Student or Inquiry. In the case of students, the substatus is changed for the
divisions
associated with the action. The
Status/Substatus Calculation
is different for Inquiries and Students.
Scoring Category
determines which scoring category is used for evaluation actions. This only applies to categories with an action entity type of
Evaluation
.
Method
determines what kind of correspondence method the action uses.
-
None
refers to standard actions which are not used for mail merge or email..
-
Mail
refers to Print actions. Use
Upload New Template
for uploading the template.
-
Email
refers to email actions. Use
Select Template
to tie the action to its email template.
Is Active
indicates whether the action can be used. Leave this field unchecked when you decide to stop using the selected action.
Instructions
is a field that captures a free-form text that can be displayed on
Inquiry Recommendation
page. This field is only relevant to actions with an
Action Category
of
Inquiry Recommendation
.
Divisions
determine the visibility of the selected action by division. Changes to a student's status or substatus only apply for divisions the action is associated with.
Note
: This is key for dealing with students in a separate division like Summer Camp. A student might Enroll in summer camp, but not participate in the main school divisions. Summer Camp has its own action that handles Enrolled status separate from the main divisions, and vice versa.
Read Roles
determines which users can see the action.
Edit Roles
determine which users have access to modify the action.
Note:
Only
Evaluation
and Student actions have Edit Roles available for modification.
Note
:
Enrollment Profile
s are configured with actions which change status and are associated with appropriate divisions.
See also
Status/Substatus Calculation
Enrollment Profile
Scoring Category
Action Category
School Division
Student Action
Evaluation
Attribute
User
DAT
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Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.