Preparing your system for enrolment day

Enrolment Checklist

This is a list of the key checks to make ahead of Results Day, to ensure your system is ready for Enrolment. You can review the Enrolment Guides for details of how to configure each aspect of your system.

Enrolment Guide 1

Enrolment Guide 2

 

Checklist - Summer Term


  • Enrolment test site created - do this within settings > enrolment navigator step 8
  • Embargo set - check this within step 7 of enrolment navigator
  • Enrolment Day messages and settings in place (step 3 of enrolment navigator)
  • Classes, class codes and option blocks in place (enrolment navigator, step 5)
  • Option block view activated (in courses step or pathways area - settings > application form)
  • Enrolment form synced from application form and customised (settings > application form)
  • Specific requirements created (settings > subject options > specific requirements)
  • Manual email template created and sent, to tell students what to do on results day (communications & events > manual messages)
  • Enrolment email templates edited and activated (communications & events > automated messages)
  • Sync any settings from your test system to your live system once testing is complete (settings > enrolment settings in your test system)
  • Check all necessary staff have logins created (with correct permissions - only Super Admins can log in during the embargo; anyone who does not need this level of permission should be set as "staff") - check this in settings > school settings > users
  • Export students' data to your MIS - students need to be in your MIS before their classes can be imported - find "data transfer" guides on the Knowledge Base, specific to your MIS

 

Checklist - Day Before Results Day

  • Internal grades imported - search "import grade" on the Knowledge Base to find all relevant resources
  • Enrolment form turned on (settings > application form > phase view > visible to applicants, or settings > enrolment navigator step 3)