nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Leavers/Withdrawals

Sharleen Samuelson

Hi,

I am a new user to BB and trying to find a way to track leavers information. Typically I would collect a withdrawal date, reason for leaving and destination (at the very least) for my enrollment reporting. I am not seeing any of this functionality in BB. Is it there? If not, how do you track this information?

Thanks for the help!

Sharleen

Find more posts tagged with

Comments

F Shane Johnson

We
created an Admin view only field titled "Reason for Leaving"; set
up via Core > Settings > Admin view only fields >
Add field

Allows
for text input/ free text field to type reason: Choice, Financial,
COVID-19, etc.

Viewable on the students Contact Card > (within) General
information by those who have permission to view admin
view.

We
also utilize a physical form and upload it to the student's
Contact Card > Files & Forms

F. Shane
Johnson

Database
Manager

Registrar

Development
Officer

Episcopal
School of Acadiana

Cade, Louisiana

(337) 365-1416, Ext. 290

uc?export=download&id=1r-TC8iR-mhNP7w7Dk

Make
YOUR gift to ESA today!

F Shane Johnson

We utilize an Admin view only field titled "Reason for Leaving"; set up via: Core > Settings > Admin view only fields > +Add field

Allows for text input/ free text field to type reason: Choice, Financial, COVID-19, etc.

Viewable on the students Contact Card > (within) General information (by those who have admin view permission(s).

We also utilize a physical form and upload it to the student's Contact Card > Files & Forms > titled Student Withdrawal

set up via: System Tools > Bulk Uploads > Manage user files > Add Folder >

Sharleen Samuelson

Thank you! I didn't know I could add those fields. I'll look into it. Is this a way for you just to record the information or can you actually pull reporting by your added fields? Appreciate your sharing your knowledge with a newbie

F Shane Johnson

Sharleen:

Yes; you are able to report via Core > Analysis > Manage lists > Build a new list > applying the appropriate filters... again, as long as you have permissions set up/view admin view.

Shane

Sharleen Samuelson

Perfect. That will really help!