TABLE OF CONTENTS
- Link to workbook
- Engage Package
- What is the purpose of this course?
- Who the course is aimed at?
- What is the recommended course length?
- Are there any prerequisites?
- Important
Link to workbook
Engage Package
Engage School
What is the purpose of this course?
To train users in entering and managing Prospective pupil and admissions data
Who the course is aimed at?
Engage System Administrator, Admissions, Office and Support staff
What is the recommended course length?
1/4 Day (1.5 hours)
Are there any prerequisites?
System setup must have taken place/ User accounts and Log in configured within Security
Users must have attended Core Admin One
Users must have permission to use the Prospective Pupil screen
Users must have permission to run reports
Users must have permission to set up Term Dates
Important
Please be aware that the course is designed to equip you with the skills to manage this area of the system effectively. It is important that you allow sufficient time and resource to implement the setup after the training has taken place. In many cases this will need to be completed before progressing to another stage of the system.
| Component/Screen | Purpose | It is essential that you bring the following information to the training session |
| Establish details of the school’s admissions process | Discuss details of the school’s admissions process in-depth | Full details of current admissions process and areas to be analysed for marketing purposes |
| Set up Admission Stages, Defaults, Status and Enquiry Sources | Customise Stages and defaults to accurately reflect the school’s admissions process and marketing needs | Full details of current admissions process and areas to be analysed for marketing purposes |
| Adding Pupils | Add a Prospective Pupil and identify all mandatory information | Details of a Prospective Pupil live enquiry |
| Moving Pupils through the Admissions Process | Update and track admissions information including the Admission Stage, Status and Enquiry Source for individual pupils and groups of pupils Customise and utilise the filters, grid, and panels effectively Transfer pupils to the next Pupil Stage | |
| Running Admissions Reports | Run Prospective Pupil Listings including specific marketing statistics reports | Admission Stage Data must be present before running reports |
| Waiting List Setup (Optional) | Set up the Waiting List points system to represent any predefined criteria initiated by the school | Full details of the school’s waiting list criteria. |
| Waiting List (Optional) | Add a pupil to the Waiting List and understand how to manage their position Manually update of the waiting list Print the Waiting List |
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