Enrolment Edit - General

Enrolment - Edit

*** See also "Enrolment Course" and "Enrolment Accommodation" help for detailed Course and Accommodation changes ***

Searching for Enrolment:

Searching can be on any of the headings shown, by highlighting the heading, then using the search box to enter part of name.

Note:
Departed students are not shown unless specifically requested by selecting the "include departed" option.

"Close Matching" will search for the characters entered anywhere in the field. If "Include future" is un-ticked, the system provides a list of students "present" today. If 'Provisional' bookings are to be excluded, select "booked" from the status options.

If the Ledger is in use balances can also be displayed (check "show balances")

Student surnames that are highlighted in red indicate that there is a passport/visa related issue outstanding.
Surnames that are highlighted in yellow indicate the same but for future student.

Cancelling total Enrolment - Prior to Arrival:

Select "Cancel Enrolment".

All necessary actions are performed automatically.

Tuition / Accommodation / Transfers / Sundry are cancelled.

Financial lines are cancelled (if proforma), or Credited if invoiced.

Classes are automatically deleted.

Cancelling an item within an Enrolment:
Course / Accomm / Transfers / Sundry items may be individually cancelled at any stage. Financial adjustment is automatic.

What if the dates are changed?

There are 3 options:

1. Date Wizard: Select Date Wizard from the Enrolment Browse Screen

On the above example, the start/finish dates have been moved forward 2 weeks. The individual items of the booking can be moved by simply clicking the arrows.
On completion, select Update.

2. Amend all the dates yourself - Course / Accommodation / Transfer / Sundry etc (system will warn if dates are outside valid ranges).

3. Cancel / Copy - copy the enrolment (amend relevant details) and cancel original enrolment.

What if the course or accommodation is changed?

Details may be changed at any time and, if necessary, financial (invoice/proforma) adjustments are automatically made.
If the course finance item is wrong, cancel the entry, then add a new Price Item.
If the Price Item is valid, the course booking can be edited / added / deleted, without affecting the finance.

Once a payment has been made to the Family, the "Accommodation From" date cannot be changed, and the "To" date may only be changed backwards to the point up to which the family has been paid. Moving the date forwards is OK.

Changes outside the above are made by cancelling the original accommodation entry and re-entering with revised dates (doing this will automatically correct the finance (Invoice/proforma and HF payment).

The "Adjustments" log provides a history of changes.

Note:
Accommodation rooms may be changed without affecting finance.

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