Preparing your system for enrolment day

Enrolment Navigator - NEW!

The Enrolment Navigator is a new feature designed to help you prepare for enrolment day with confidence. It breaks down key steps and decisions into organised sections, reducing the need to move around to find important settings.

You can return to this area anytime to review your choices or make changes.

Important Note: The Enrolment Navigator replaces the previous Enrolment Settings area, which will eventually be removed completely. If you've already configured settings in the old area, they will carry over, but we strongly recommend reviewing all settings in the new navigator as a way of double checking you are happy with everything.

 

How to Access

  1. Navigate to Settings
  2. Click Enrolment Navigator

Settings menu with Enrolment Navigator option highlighted

nav1

Step-by-Step Guide

1. Welcome

The first page introduces the benefits of using the enrolment flow for Enrolment Day. This section includes:

  • Overview of the enrolment process
  • Videos from schools demonstrating how they use the enrolment area
  • Getting started instructions

Welcome page with video examples
nav2

2. Training Sessions

This step displays available training sessions you can book:

  • Enrolment Guide 1
  • Enrolment Guide 2
  • Classes in Timetable Management
  • MIS Training (availability depends on time of year)

Note: Some sessions appear multiple times due to multiple dates - only sign up once per session type.

To book a session, simply click on the booking button.

Training sessions list with booking links
nav3

3. Student Process

This section introduces new enrolment form management capabilities:

Key Features:

  • Student Access Control: Decide if students can access the enrolment form on enrolment day
  • Scheduled Availability: Set a specific date and time when the enrolment form becomes available to students (recommended for enrolment day at the time your first students will log in)
  • Process Overview Video: Located in the top right corner, showing how the enrolment process looks for applicants

Additional Settings:

  • Update/edit enrolment messages
  • Configure pop-ups that appear when students log in
  • Customise your enrolment form

Student process settings with date/time scheduler
nav4

4. Grade Requirements

Configure grade requirement settings for both internal and external students:

  • Enforce grade requirements (Yes/No)
  • Mandate evidence uploading
  • Configure other important grade-related settings

This section also includes:

  • Key settings for staff processes
  • Class list management
  • Class cap settings for staff members

Grade requirements configuration page

nav5

5. Timetable and Classes

Previously accessed via Dashboard > Timetable, this functionality is now integrated into the enrolment flow.

Key Settings:

  • Course Relationships:
    • Courses that must be taken together
    • Courses that cannot be taken together
  • Display Options: Choose to display courses as blocks
  • Class Configuration:
    • Set classes for all subjects
    • Edit class codes
    • Manage learning hours

Timetable and classes interface
nav6

6. Subject Requirements

This redesigned interface (previously under Settings > Subject Options > Specific Requirements) now features:

Subject Management:

  • Alphabetically sortable subject list
  • For each subject, review and edit:
    • Subjects that must be taken together
    • Subjects that cannot be taken together
    • Specific requirements
    • General requirements

Subject requirements list with editing options
nav7

7. Embargo Settings

Review and manage all embargo settings in one place:

  • View default embargo settings (set by the system)
  • Extend embargo periods if needed
  • Edit embargo messages
  • Summary view of all embargo configurations

Embargo settings summary pagenav8

8. Testing

This step explains the benefits of testing your enrolment configuration:

  • Why testing is important
  • How to access the testing system
  • Best practices for enrolment testing

Testing information and access page

nav9

9. Summary

The final step provides a comprehensive overview of all your choices:

  • Reviews all key decisions made
  • Displays current configuration settings
  • Allows you to click back to any previous step to make changes

Summary page showing all configuration choices
nav10

Best Practices

  1. Review All Settings: Even if your settings carried over from the old system, go through each step to ensure everything is configured correctly
  2. Use Scheduled Availability: Set the enrolment form to become available automatically on enrolment day
  3. Test Your Configuration: Use the testing step to ensure everything works as expected before enrolment day
  4. Check the Summary: Always review the summary page before finalizing your setup

Need Help?

  • Book a training session through the Training Sessions step
  • Watch the included video tutorials for visual guidance
  • Contact support if you encounter any issues