Re-enrollment: Best approach to re-enroll when information and authorizations needed AND best way to track re-enrollment numbers in real time

Hi Robin!

You can absolutely assign additional school forms for re-enrollment along with your contract form. In previous years, I've built out all of those forms and assigned them when contracts were published. I have not used the student checklist yet, so unfortunately I don't have much to offer on that front.

The other thing I do want to point out is the ability to build custom fields and permissions right into your contract. Of course IANAL and you'd want to consult with your school's legal counsel, but you can add multiple signer acknowledgement blocks to your contract form and have parents acknowledge or give permission for anything you need before the school year begins.

I wouldn't advise using new applications, as it will get very funky data-wise when moving students back and forth between the candidate and student roles.

I think if it were me, I would simply assign and generate contracts for all non-graduating students and include the Not Returning block. That will allow your current families to indicate on the contract form itself that they won't be returning for the upcoming school year. Once they make that selection, the contract will automatically be submitted (so they don't need to fill out anything after that block). That may help your reporting, as you'd be able to enroll those students for the upcoming year and then report on that upcoming year for the total of returning+candidates. You can either assign additional forms at that time, or wait to assign forms once families have returned their signed contract and confirmed they will be attending the upcoming year.

One last piece of advice (sorry for this wall of text!) - over the summer, you may want to disable all group page access and news/recent activity access for your parents and students. I've found that restricting access to the upcoming year's schedule or class enrollments is one of the only ways to insure parents return all of those additional forms that you need. You can then put families on hold if they are missing forms, and turn group page access back on for everyone else once you have built out your academic courses, activities, etc. Once students are off campus for the summer I know how difficult it can be to track down all the various forms and information you need before the next school year, and this is the only tried and true strategy I've found consistent success with.

Hi @Robin Kaufmann -

You can have automated reminders go out to the parents who are pending. You can edit this in your contract settings.

You can use the contact lists (Enrollment management > enrollment > Contracts lists) to run reports of who has completed, started, pending, etc.

@Anita Pinkerton - The student checklists we're a great addition to BB. I do wish we did have some type of processing area like we for candidate files on candidate checklists. There is an idea in the Idea Bank for anyone who is interested in such a feature.

We are gearing up for our third year of re-enrollment in Enrollment management. Each year has been a learning curve, particularly with the enhancement of the Student Checklist tool. I use Student Checklist as the holder for all of the misc. forms we require, whether they are are new or returning students.

As someone else noted, once a checklist is live, editing options are limited. It's possible to add a or de-active a step, so it is uber-important that it is perfect before going live.

My best advice: make yourself a Sandbox Student Checklist, refine each step before you add it to your live Student Checklist. I have one fake student for each of our three divisions: LSTest Student, MSTest Student, and HSTest Student. Their “parents” (during my testing) are my colleagues who own and/or approve the forms and/or steps. As an aside, I use one Student Checklist for K-12; if there is something pertinent to only one division, I hide or waive it from students in the other divisions.

As to reminders: this area has been a HUGE disappointment, which I will not go into here. (do not get me started! lol - but seriously ugh!)

To your question about tracking re-enrollment in real time, I use a report that shows submitted contracts.