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Posted February 11, 2019
Enrolling Inquiries
The process of Enrolling an Inquiry:
- creates a student record if no record previously existed
- copies inquiry data to student
- adds actions to the inquiry record so that it can be distinguished from other records which are still in admissions
- adds actions to the newly created student record.
The process of enrolling is governed by the chosen
Enrollment Profile
. If a
Preferred Student Id
is specified in the inquiry record and there is no existing student with the same id, the new student is created with the specified
Preferred Student Id
. If such a student id does already exist, then the student record is updated with the inquiry record information. If no
Preferred Student Id
is specified, then the student is created with the next available student id, and the
Preferred Student Id
is updated in the inquiry record to match this id.
Enrollment Profile
is the enrollment profile used for the enrollment procedure. “Enroll New Student” profile is typically used to enroll an accepted applicant through Inquiry->Details. This enrollment profile is provided by PCR Educator by default, as most inquiries are new students to the school.
Enrollment Year
is the academic year that the inquiry is enrolling for.
Create Default Student Login
creates a login with a
Default Username
and
Default Password
.
Create Default Parent Logins
creates parent logins with a
Default Username
and
Default Password
.
Note
: Since parents should be inquiring and applying through the Inquiry/Apply Online, they should have already created at least one user.
There are several ways an inquiry can be Enrolled:
-
Applying Enrollment Profile to Inquiry
-
Applying Enrollment Profile to Inquiries in Bulk
-
Applying Enrollment Profile to Inquiry Through (Re) Enrollment Contract
-
Applying Enrollment Profile to Inquiry Through Summer Camp
See also
Applying Enrollment Profile to Inquiry Through (Re) Enrollment Contract
Applying Enrollment Profile to Inquiry Through Summer Camp
Applying Enrollment Profile to Inquiries in Bulk
Applying Enrollment Profile to Inquiry
Applying Enrollment Profile
(Re) Enrollment Contract
Enrollment Profile
Default Password
Default Username
Action
User
DAT
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
Company
About
Careers
Press
Contact