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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
Dance and Theater Schools
Youth Programs
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(Re) Enrollment Contract Checklist
(Re) Enrollment Contract Checklist
(Re) Enrollment Contract Checklist
PCR Educator's
(Re) Enrollment Contract
Checklist provides a quick summary of items to review before going live with
(Re) Enrollment Contract
Application.
Finance/Financial Aid Portal
- Ensure products have the correct amounts: Finance > Maintenance >
Product
s
- Create fiscal year: Finance > Maintenance > Fiscal Years
- Add Financial Aid Awards
- Configure
(Re) Enrollment Contract Holds
- Advance students to next
Grade Level
(Re) Enrollment Contract
Application
(Re) Enrollment Contract Settings
- Configure Student Criteria
DAT Filter
. This determines the students that are eligible for the
(Re) Enrollment Contract
.
- Associate a Submit Contract
Action
and Not Enrolling
Action
(Skip Payment
Action
is optional)
- Make sure Allow Resubmit button is not checked
- A/R Account must be specified
- If collecting payments,
Payment Configuration
must be specified. See
Configuring Payment Configuration
for more information.
- Uncheck Test Mode
- Specify Invoice
Attribute
. Note: Each
(Re) Enrollment Contract
application should use a unique invoice attribute.
(Re) Enrollment Contract Profile
- Make sure all of your profiles are associated with
DAT Filter
. This determines which students fall into which
(Re) Enrollment Contract Profile
.
Statistics
- Review Enrolled Students Un-Accounted For list and confirm these students are not returning
- Ensure Students Match Multiple Profiles =0
- Confirm No Parent Login for Student Contract =0
- Confirm Profiles Missing Payment Terms =0
- Confirm Profile Control Missing Payment Terms =0
- If you were testing with real students, make sure to Clean Options, Clean PDF, and Clean Submit
Action
(Re) Enrollment Contract Section
- Make sure all of your section titles are correct
(Re) Enrollment Contract Control Option
s
- Verify that of the content/text is correct in each
(Re) Enrollment Contract Profile
of your contract
- Ensure that products are properly associated with
(Re) Enrollment Contract Control
s
- Make sure the correct payment terms are associated to the
(Re) Enrollment Contract Payment Options Control
Testing Contract
- Check to make sure
(Re) Enrollment Contract Holds
are working properly for a test student
- Make sure Financial Aid Awards are appearing properly on the
(Re) Enrollment Contract
- Test Payments to make sure they are going through
- Test each
(Re) Enrollment Contract Profile
as a parent
a. Opening the
(Re) Enrollment Contract
b. Submitting the
(Re) Enrollment Contract
c. Viewing the
(Re) Enrollment Contract
d. Viewing the
(Re) Enrollment Contract
pdf in the Finance Portal
e. Signing/ Merging/Publishing the
(Re) Enrollment Contract
to the Parent Portal
f. Viewing
(Re) Enrollment Contract
PDF in the Parent Portal
g. Recording a payment in the Finance Portal
(Re) Enrollment Contract Integrity
- Review
(Re) Enrollment Contract Integrity
screen to address any remaining issues
See also
(Re) Enrollment Contract Payment Options Control
(Re) Enrollment Contract Control Option
(Re) Enrollment Contract Integrity
(Re) Enrollment Contract Settings
Configuring Payment Configuration
(Re) Enrollment Contract Control
(Re) Enrollment Contract Profile
(Re) Enrollment Contract Section
(Re) Enrollment Contract Holds
(Re) Enrollment Contract
Payment Configuration
Grade Level
DAT Filter
Attribute
Product
Action
DAT
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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.