Once you have setup the re-enrolment form (Setting up the Re-enrolment Form) you will need to let the parents/students know to complete the form. The form is completed through the parent portal where the parents will see a pop-up of the form as soon as they login to the portal for their children who have been selected to re-enrol in the program. This pop-up will continue to display each time they login until they have completed the form.
The following steps are needed to send out the re-enrolment request to students:
- Add the students to the student re-enrolment list
- Email the parents to let them know to re-enrol through the parent portal
- Manage their responses and send reminders to fill in the form
Adding and Updating the students to the re-enrolment list
All students that need to complete the re-enrolment form need to be added to the re-enrolment student list. This list is found by clicking on Students and then the tab for Re-Enrol.
Adding students to the list
From the Re-enrol screen, click the 'Add' button to add students to the list. Students are added by group which adds the full list of students in the group. You can add multiple groups at the same time by selecting multiple groups from the dropdown list.
Removing students on the list
Students that are not required to re-enrol for example students leaving the school (year 6 or 12) can be removed from the list.
You can filter the list by year by putting in for example - a 6 in the grade column and this will display a list of only year 6 students. You can then tick the top tickbox which will select all the students in the list or individually tick each one you want to remove. Then click the 'Update' button and click the 'Remove' button to remove the selected students from the list.
Clearing student re-enrolment information
If a student needs to have their information cleared so that they can re-enter the information, you can do this by ticking the student in the list and then clicking the 'Update' button and selecting the 'Clear' button. This will initialise the information and allow the parent to re-enter the re-enrolment form again. Once a student's information has been cleared, the pop-up will appear again when the parent logs into the parent portal.
Emailing the Parents to Re-enrol
Once you have confirmed the list of students that you are going to ask to re-enrol, you can email the parents to login to the parent portal to complete the re-enrolment form. In the email, you can include the Portal Link from the personalised tag and this will include a unique link for each parent portal login specific to the students.
Send the email from within the re-enrol tab as this will make sure that only those students are included in the correspondence about the re-enrolment.
Viewing the list of Re-enrolments
Once parents start to re-enrol their children, the re-enrol list will show when they have completed the form as well as if they are returning to the program.
To view the information they have completed, you can click on any student and it will show the details of their completed form. You can also export the list which will include the full information about the re-enrolment questions.