How are Organizations (previously Transfer/Sending Schools) meant to be used?

Stephen Pilon
Stephen Pilon
Sixth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Higher Education Solutions™ General Discussions
When we were setting up Enrollment, we imported more than 1,000 schools into the Transfer/Sending Schools list, which has since been changed to the Organizations list (Core -> Settings -> School Information -> Organizations).


At the time, schools could be classified by type, including College/University (I believe). Now the Transfer School Types all seem to refer to Secondary and Primary levels (and earlier!). Yet one of the options is to use organizations on this list as choices for where a candidate is going instead of our school: Candidates can chose to attend this organization when declining an acceptance. This option only makes sense if one of the Transfer School Types is College/University, or similar, yet that is not an option. 

So my question is: How does Blackbaud intend us to use the Organizations list in regard to schools?


At this point it is just confusing to us.
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Comments

  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary Kudos 5 Name Dropper Participant
    Hi Stephen Pilon‍,


    Your question is being discussed by multiple staff members. 


    Thank you for your patience,

    Elizabeth

    Blackbaud Community Team 


     
  • Timothy Hildreth
    Timothy Hildreth
    Fifth Anniversary Kudos 1 Participant Facilitator 1
    Hello Stephen and thanks for your questions. As Elizabeth noted, we've been reviewing internally to make sure we can get you the right info (below). I encourage other community members to share their thoughts on the thread as well, if they have best practices for how they are using the system.


    We did recently make some enhancements to the Transfer/Sending Schools functionality to support customers who have third-party payers grouped into this category. In doing so, we did change the name of the area (as you note) but this list of types of organization hasn't changed. We find that our higher ed customers use Public, Private, International, and Other most commonly for the "Candidates can chose to attend this organization when declining an acceptance." option.


    I hope this helps clarify things, but please let me know if you have additional questions ... or maybe one of your peers will jump in with how they use this part of the system.


    Best,

    Tim 

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