Application Template- the setup tool for creating and structuring the student application form 

To create, click on application template from the left hand side menu bar.

• Select the institution from the dropdown menu and click on "go"

• Enter the Template Name and select the Category. Make sure the template is set to Active, then click Create.

• Click on add section

• Once the section is created, you can add questions to it by clicking Select Questions to Add. The questions displayed here are the questions that were previously created in the Application Questions section.

• The image below demonstrates sections and questions added to each section.
• A checkmark in the square checkbox indicates that the question is required. This means the parent or guardian must provide an answer to that question when completing the application form.

• The student application form shown below is from the school website. Each section in the form contains the questions that were added through the Application Template.

Workflow: series of steps that an enrollment application follows from submission until completion.

• To configure the workflow for an application template, the administrator clicks the Work Flow icon highlighted in the screenshot.

• Click on add step

• Here , a 3-step approval process has been set up. From the Select Role dropdown, you can assign roles that will review and approve applications. Each application must pass through these workflow steps, and once approved, the student account will be created.

Under Actions Column: 

• Update option allows the Administrator, or any user with the appropriate access, to modify or update the application information after it has been submitted by the parent or guardian.
• View option allows the Administrator, or any user with the appropriate access, to view the submitted application information without making any changes. They can review the application and process it to the next step in the workflow.
• Email Trigger Enable Toggle to show the Email Templates, If you turn Email Trigger ON, the system should expose the available Email Templates. You can then associate an email template with this workflow step.

• Student SIS account creation- If you checkmark student SIS account will be created during this workflow stage

• Parent account creation- If you checkmark parent SIS account will be created, When Parent Account Creation is checked and Email Trigger is enabled, the selected Parent Credentials Template will be used to send an email after the parent SIS account is created. The email content will be generated according to the body of the selected template, including the applicable parent account/credential.

Once you configure click on save workflow.

• Admins can review applications from assigned application tab on left hand side menu and view the current status of student application, including the workflow step they are in.