Leavers/Withdrawals

Sharleen Samuelson
Sharleen Samuelson
Fourth Anniversary Facilitator 1
in Blackbaud Enrollment Management System™
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

Comments

  • F Shane Johnson
    F Shane Johnson
    Sixth Anniversary Kudos 1 Name Dropper Participant

    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











  • F Shane Johnson
    F Shane Johnson
    Sixth Anniversary Kudos 1 Name Dropper Participant
    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
    Sharleen Samuelson
    Fourth Anniversary Facilitator 1
    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
    F Shane Johnson
    Sixth Anniversary Kudos 1 Name Dropper Participant
    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
    Sharleen Samuelson
    Fourth Anniversary Facilitator 1
    Perfect. That will really help!

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