Overview
Finalsite Enrollment is child-centric. Learn what that means for managing students, parents, and households in your site.
In this article
- What does child-centric mean?
- Why is Finalsite Enrollment child-centric?
- Workflow Definitions
- Parents in the System
- Other Related Contacts
- Household and Household Assignments
What does Child-Centric mean?
Child-Centric means that information is pulled based on the student and all their contacts are associated or tied to the student record.
Finalsite Enrollment is child-centric vs other programs like FACTS, Blackbaud, and Powserschool which are all family-centric and start at the level of the parent or the household.
Why is Finalsite Enrollment Child Centric?
We are child-centric because Admissions and Enrollment is a child or student-centric process.
- Finalsite Enrollment starts with the student's record and all other records are associated with the student.
- For example, when creating a search, you will always start with the child, and then, if you want to show related contacts such as siblings, parents, and consultants, you can add them as additional columns within the search.
Workflow Definitions
Contacts in Finalsite Enrollment have two states: In-Workflow and Out-of-Workflow.
In-Workflow is anyone that is working their way through the Admissions Funnel. This includes all statuses that you can see on the dashboard from Inquiry up to enrolled on any given year.
Out-of-workflow is all contacts that are not working their way through the Admissions Funnel.
This includes roles such as prospects, parents, siblings (that aren't applying, enrolling, or enrolled), consultants, former students, and alumni.
Learn More
For more info on Roles and Statues for In-Workflow and Out-of-Workflow contacts in the system, please refer to our article: Roles and Statuses Explained.
Learn more about the Dashboard and Funnel in our: Dashboard Funnel & Current Counts article.
Parents in the System
Parents are defined as legal guardians in the system and they are numbered according to how they were entered on whichever form a student first submits (typically, the inquiry or application form).
Other Related Contacts
Consultants
Consultants are tied to any number of students. they do not live in a household and do not have a numbering system. They can authenticate to a student's checklist and create a parent portal account.
Read more about Consultants in this article: Consultant & Agent Management.
Siblings
Siblings are considered a Relationship Type in the system rather than a role or a status. This is why you can not search for siblings on the site.
You can, however, export sibling data. If you don't already have one, our team can quickly add a sibling export for you. Please reach out to our Support Team if you have further questions regarding this.
Grandparents, Aunts, Uncles, etc
These relatives are connected to the student's record and have their own records as well, however, because they are not considered parents or guardians, they do not have access to the student's checklist in the parent portal.
If you need one of these relatives to have portal access (the ability to view and manage a student's checklist) you will need to change their relationship to Guardian.
Learn how within this article: Contact Record: Related Contacts.
Household and Household Assignments
Households are family units, they are comprised of the address, student, parents, and other relatives that reside within it.
Parents 1 and 2 reside in Household 1
Parents 3 and 4 reside in Household 2
- The Primary Parent (or Parent 1) must always be set at living in Household 1.
- If you need to move them to a different household, you will first need to assign another parent as the primary and then move the desired parent to the desired household.
- Parents can be managed within the student record.
Comments
0 comments
Article is closed for comments.