Mani Gill

How and when to Cancel an Enrolment?

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Enrolment Dashboard > Enrolment Profile Tile > Cancel Icon

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When you select the Cancel icon, a popup will show on the screen. This popup will show you the list of all the critical checks that the system will go through before cancelling any enrolment. If all the critical checks have a green tick in front of them, that means that you are eligible to cancel the enrolment. But, if the check status shows the red cross instead of a green tick then it means that you have to fix it and then only you will be allowed to cancel the enrolment

When all checks result in a green tick then you can cancel the enrolment. Just enter the Cancellation Date, Cancellation Reason and Note.

IMPORTANT: There are some checks you can fix before cancelling if those results in a fail. For example, Enrolment flagged as started or Enrolment flagged as finished. One can easily unstart or unfinish the enrolment from Enrolment Dashboard and then you can cancel the enrolment. By cancelling enrolment, the system will also cancel all the invoices which do not have any transactions related to them. The compliance tile will be hidden after cancelling an enrolment. Also, you will not see any action button on any of the tiles.

What are Preferences and how do I use the screen?

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Overview

Preferences are linked to an Enquiry Type of student or employer. They are a way to record:

Student – what campus and programs they are interested in receiving information about.

Employer – what campus and programs they are interested in having their staff complete studies in.

You can only access Preferences through the Enquiry screen using the Fab Dial icon

A new screen will open and you follow these steps to enter preferences for an enquiry.

Step 1 – select the a Campus from the dropdown.

Step 2 – select the Program from the dropdown list.

Step 3 – select the + Add button and the system will add it to the grid below. You can enter as many preferences as you like for an enquiry.

Can’t see a SAVE button in the screen?

Unlike other screens in the system, this screen will auto save when you have selected a Campus and Program and selected the + Add button.