Admins can fill out inquiry forms internally, which is useful when a parent calls in or you meet a family in person and want to log them as an Inquiry. Use the Quick Action menu to start.
💡Quick Answers
- Where do I open the admin inquiry form? The Quick Action menu (the plus sign in the upper right) > Fill out an inquiry form.
- What's different from a parent-submitted inquiry? No Inquiry Thank You page appears and the automated Inquiry Thank You Email does not send.
- Will my ACPs still fire on an admin-submitted inquiry? Yes. Any ACP that triggers on inquiry submission or status change will still send. Keep this in mind when entering inquiries manually.
- Are the same fields required? No. Most parent-required fields are optional for admins. Only basic info (student name, grade, term, parent name) is required.
- How do I submit multiple siblings quickly? Click Submit & Start Another instead of Submit. The next form pre-populates with PARENT1-4 and HOUSEHOLD1-2 fields from the previous submission.
Fill Out an Inquiry Form via Quick Action
Inquiries can be added using the Quick Action menu, indicated by the plus sign (+) in the upper right of your Finalsite Enrollment site. Click on it and then select Fill out an inquiry form.
This will work the same way as the inquiry form that the parent fills out, except for the following:
- There is no inquiry thank you page at the end.
- There is no automated inquiry thank you email that goes out to the parent.
⚠️ Important Note on Communication Plans
If you have an Automated Communication Plan email set up to trigger when an inquiry form is submitted or when a student moves to an inquiry status, the email will still be sent to families when the criteria of the Plan are met. Please keep this in mind when manually entering inquiry forms.
- Most fields that are marked as required for parents to complete are not required for internal users to submit the form. Only basic information, such as student name, grade, and term, as well as parent name, is required.
If you want to submit inquiry forms for additional siblings after completing the initial inquiry, you can click the grey Submit & Start Another button, instead of the regular Submit button, in the bottom right of the page.
This will submit the inquiry form you're currently on, and then open a new inquiry form for you to fill out with all PARENT1-4 or HOUSEHOLD1-2 fields pre-populated from the previous submission.
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