Streamline Your Enrollment Process

Susan Ross
Susan Ross
Tenth Anniversary Kudos 2 Participant Facilitator 1
in Blackbaud K-12 Education Solutions™ Blog
Great job, Admissions team! Candidates have been accepted and decided to enroll. In some ways, the work is over, but in other ways it’s just beginning. Your school needs to welcome new families to the school, provide the relevant resources, and introduce your school culture. You also need to make sure there’s a smooth transition from candidate to student. Here are some tips:
  1. Coordinate the admissions timeline with the setup of the new school year. Many tasks are necessary to ensure accepted candidates and their families can see and do everything they need in the password-protected community. For example, the Admissions office and Platform Manager should work together to determine:
    • When will accepted candidates be officially enrolled?
    • Will you use the Incoming Student role?
    • If yes, when will incoming students become students?
 
  1. Create student checklists to share and collect information. Student checklists let your school track to-do items your school and families need to complete before school begins. Your school can create multiple student checklists and assign them to new and returning students. Families can view to-do item details, including due dates, instructions, links, and downloads.
 
  1. Assign student checklists to relevant faculty and staff. Your school can save time and effort by assigning student checklists directly to faculty and staff members—for example, assign the Athletics Checklist to the coaching staff. From the password-protected community, assigned faculty and staff can view and update to-do items, including status, files, and comments.
To learn more about the enrollment process, register for Blackbaud University’s new course, K–12 Enrollment Management: Enrollment.
Explore the complete list of courses on the K–12 curriculum datasheet. These courses are included in your Learn More® or Learn Everything® training subscription for Blackbaud’s education management portfolio for K–12. Not a subscriber? You can purchase any of our courses individually, or request more information about the benefits of a Blackbaud Learn® subscription here.

 

Comments

  • Lauren Marcus Eisenberg
    Lauren Marcus Eisenberg
    Tenth Anniversary Kudos 5 Name Dropper Participant
    We are in our second year using Enrollment Management and were early adopters for using Student Checklist: this is a terrific overview!



    One question: Can one step appear in two student checklists? Specifically, the nurse must know that a every student has a current health record (signed by the doctor, scanned and uploaded to the student's record). This same information is needed by the coach for all athletes. Is there a way to have two checklists share a document/upload?
  • Susan Ross
    Susan Ross
    Tenth Anniversary Kudos 2 Participant Facilitator 1
    Hi Lauren!  There is not a way to share steps with more than one checklist.  What you could do is give both the coach and the nurse access to the same checklist and they can monitor the steps that matter to them. They will both have access to filters they can use to display only the steps they are responsible for.  



    You could also post this in the discussion area of the Community and see if other schools have had the same situation, and what they are done :-) 



    Thanks! 

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