The Automated Student Enrollment feature for K12 and Higher Education (HE) configuration automatically enrolls Students into main Groups/Classes and Subjects when a program is added or its status changes. It allows filtering by Grade/Year, Stream/Pathway, and Group/Class Type.
For K12, Groups can be assigned without Subjects if needed, while HE configurations follow curriculum guidelines.
Let’s check a series of related settings for configuration.
Enable Automated Classes/Subjects Enrollment
To enable the automated Classes/Subjects enrollments, navigate to: Main Settings > General Settings > Student Form > Automated Classes/Subjects enrollments > Enable the automated enrollment of Students to Classes/Subjects upon education program creation or change.
How to Filter of Educational Programs
Educational Program Status
Educational program status enabled for automated enrollment of Classes/Subjects dropdown menu helps to determine the Program status that triggers automated enrollment (e.g., Registered, Initial Lead / Appointment, etc.).
Filter by Grade/Year
This filter restricts automated enrollment to specified Years/Grades.
To do so, select any value from Enable only for Year where Level is one of the following dropdown menu.
Filter by Stream/Pathway
This filter limits enrollment to Streams/Pathways with Mandatory Subject requirements enabled.
For this, mark Enable only for Stream where the Stream has enabled setting for Mandatory Subjects checkbox.
How to Filter Groups/Classes
Filter Groups/Classes per Group/Class Type
This filter specifies Group types eligible for automated enrollment.
Select any value from the Include only Class of the following types dropdown menu: Main, Afternoon, Distance, etc.
Filter by Group/Class Category
This filter defines Group categories for automated enrollments.
Select any value from Include only Classes of the following categories: In Campus, Online, etc.
Do Not Update Existing Group/Class Enrollments
This option prevents changes or updates to Students already enrolled in Classes/Groups.
For this, mark Do not update existing Class enrollments checkbox.
Group/Class size limits Management
The Group/Class size limits Management dropdown menu sets rules for handling full Groups/Classes. Its options include:
- Do not Check: Ignores Class size limits during enrollment.
- Check and Exclude them: Skips full Classes when enrolling Students.
- Check and automatically create new Classes if any existing is full: Creates new Classes if existing ones are full, ensuring all Students are enrolled.
Enroll Students to Classes/Groups
The Enroll Students to Classes/Groups dropdown menu helps to configure whether Students are enrolled in all eligible classes, the first found, or only the main Classes/Groups.
Enroll Students to Subjects/Modules
The Enroll Students to Subjects/Modules dropdown menu specifies if Students are enrolled in Class Subjects and under what conditions (e.g., Yes, No, Only if part of the Year/Stream).
