The Enrollment tab on a student's contact record shows field groupings for Enrollment, Medical, Tuition & Fees, Tuition Assistance, and Scholarship data, each requiring the relevant permission to view.
💡Quick Answers
- Who can see the Enrollment tab? Admins with Enrollment permissions; individual groupings also require Medical or Financial permissions.
- What groupings appear on the Enrollment tab? Enrollment (Enrollment permission), Medical (Medical permission), Tuition & Fees, Tuition Assistance, and Scholarship (all require Financial permission).
- How do I edit fields on the Enrollment tab? Click Edit Fields in the upper right, make your changes, and click Save Edits; contact record edits do not update previously submitted forms.
- How do I configure which fields appear here? Use the Fields Setup page to adjust groupings and the Contact Layout page to control which fields display per contact type.
In this Article
How-To: Use the Enrollment Tab
When you are viewing a specific student's contact record within Finalsite Enrollment, you can access their Enrollment tab by clicking on it from the list of tabs at the top of the page.
(Please note: The tabs displayed for your log-in may differ from what is displayed above, based on the modules you are using and the permissions of your account).
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Once on the Enrollment tab, you will see the following information.
Show Options
Located in the upper left of the tab. You can choose from two options:
- All: This option will show all fields set to display on the Enrollment tab - whether they have a value or not for the contact you are viewing.
- Completed: This option will show only completed fields (i.e. those with a value) set to display on the Enrollment tab for the contact you are viewing.
Field Groupings
The Enrollment tab displays the field groupings listed below:
- Enrollment - Please note, this grouping will only display if you have Enrollment permissions set within the Admin Portal Accounts page. Some fields you may see here include enrollment type, enroll intent y/n, not enrolling reason, deposit payment method, trigger dual signature y/n, two financially responsible payers y/n, etc.
- Medical - Please note, this grouping will only display if you have Medical permissions set within the 'Admin Portal Accounts' page. Some fields you may see here are for allergy and medication information, important medical dates, etc.
- Tuition & Fees - Please note, this grouping will only display if you have Financial permissions set within the 'Admin Portal Accounts' page. Some fields you may see here include deposit amount paid, deposit override, deposit date, tuition override, custom fee fields for program fees, etc.
- Tuition Assistance - Please note, this grouping will only display if you have Financial permissions set within the 'Admin Portal Accounts' page. Some fields you may see here include financial aid/tuition assistance amount, status, need, etc.
- Scholarship - Please note, this grouping will only display if you have Financial permissions set within the 'Admin Portal Accounts' page. Some fields you may see here include a general scholarship amount field and any custom scholarship amount fields for a President Scholarship, program scholarships, etc.
If you do not see a specific field grouping when viewing a contact, it is because there are no fields with that grouping set to display for the type of contact - click here to learn more. If you cannot see the Enrollment tab at all, you may not have Enrollment permissions set within the 'Admin Portal Accounts' page.
You can change the grouping for most fields from the Fields Setup page using the 'Edit' option. Use the Contact Layout page to set which fields display for different types of contacts in your system.
Edit Fields
Located in the upper right of the tab. This button allows you to make changes to most of the fields displayed within the current tab.
Once you have made your desired edits, be sure to click the green Save Edits button to confirm the changes or click the grey Cancel button if you don't want to save your changes.
The Edit Fields option is useful because you can update any fields that were incorrectly filled out on a form, update information to make it current, or fill out an internal-only field. Please note: Updating fields within the contact record will NOT update the information on any submitted forms. Fields on forms are saved as-is and do not update unless a new form is submitted as a replacement.
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