Change an admission stage

Modified on Tue, 24 Feb at 11:37 AM

TABLE OF CONTENTS

Introduction

Admission stages are changed as a pupil moves through the admissions process. Each change is recorded and can be viewed in the Pupil Admission History 

Change an admission stage

  1. Go to the Prospective pupil stage and find the relevant pupil.
  2. Go to the Registration Details tab on the pupil record. 
  3. In the Current Stage Type drop-down select the new stage type. 
  4. In the Current Stage Name drop-down select the new stage name. 

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  5. If the chosen stage is an appointment, complete the Appointment Date, Appointment Time and Appointment With fields.

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  6. Select Save.
  7. The Stage Allocation Date field will update with the date the change was made. This can be altered if you are make retrospective updates. 

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The changes are saved in the Pupil Admission History. Find out how to view the history in Pupil Admission History 

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