Overview

Step Tutorial

Updating the Enrolment Form Section

1. Enrolment Form Type - there are two Enrolment Form type available. Users can select either Standard or Express from the dropdown. Express Enrolment Form is a shortened version of the enrolment form designed for quick enrolment with only basic questions such as Name, Email address, Password and Phone Number. Standard Enrolment form is the complete registration form.
2. Accepting Enrolments - set this toggle to YES to start accepting enrolments to the Program Instance. 
   
3. USI Required - set this toggle to YES if you would like to require students to enter their USI upon enrolment. 
   
4. Collect CRICOS information - set this toggle to YES if you would like to collect CRICOS information from the enrolment form. 
   
5. Show Upload Document - set toggle to YES to display the Upload Document field in the Enrolment form. If this is set to YES, two additional fields will appear:
   
1. Require Document Upload - set toggle to YES if students will be required to Upload a file/document before they can proceed with the enrolment. 
   
2. Document Upload Description - enter the Document Upload description.
6. Require Emergency Contact Details - set to YES if students are required to enter their Emergency Contact Details. 
   
7. Allow International Students - set to YES if international students are allowed to enroll to the program instance. If toggled Yes, the field "Hide International Student Question" will be disabled for editing. The question "Are you an International Student" will be displayed in the enrolment form. If toggled OFF, once a student selects that that they are an international student, a message window will display informing students that international students are not eligible to apply to the program instance. 
   
8. Hide International Student Question - set to YES to hide the "Are you an International Student Question". 
   
9. Allow Blank Student Email - set to YES if students can enrol without providing their email address. 
   
10. Profile Image Upload - select from the dropdown the settings for uploading of Profile Images. 
    
1. Do not show on enrolment form - Profile image upload field will not display in the enrolment form. 
   
2. Show and require - Profile image upload field will display, and students are required to upload a profile picture before they can proceed with the submission of the form. 
   
3. Show but not required - Profile image upload field will display but students are not required to upload a file in order to proceed with the enrolment. 
11. Show Prompt on Enrolment Submission - set to YES to show a prompt to students that their enrolment has been successfully submitted. 
    
12. Student Declaration - select from the dropdown the custom student declaration to be used for this program instance. Leave blank if the default student declaration will be used in the enrolment form. 
    
1. To add or edit Student Declarations, please refer to this tutorial How to Update Privacy Notice and Student Declaration for your Enrolment forms.

Updating the Financial Section

1. Invoice Student On - select from the dropdown menu when students will be invoiced based on their enrolment status
   
1. Application Received - payment plans and related invoices will be initialised when the student's status is application received. If the Program Instance has a Contract setup, this option will not display. 
   
2. Application Approved - payment plans and related invoices will initialise when the student's application enrolment status becomes approved. If selected, the Pay Later toggle will be set to Yes. 
   
3. Enrolled - payment plans and related invoices will be initialised once the student's status becomes Enrolled.  If selected, the Pay Later toggle will automatically be set to Yes. 
   
2. Set Enrolled On - select whether students will automatically be set as Enrolled based on the following: 
   
1. Leave as application received - default selection. Any applications created will be set as Application Received and any further changes must be made manually. 
2. With payment - upon submission of a paid enrolment application, student's status will be changed to Enrolled. 
   
3. Without payment - upon submission of an enrolment application, student's status will be changed to Enrolled even if there is no payment received. 
3. Allow Pay Later - set the toggle to Yes if the Pay Later option will be displayed in the payment stage of the enrolment form. When set to Yes, the Remove Payment Stage toggle will be hidden from the settings and two additional fields will show: 
   
1. Allow Pay later for - dropdown for the pay later option to be available for: All, Students only or Company only. 
   
2. Pay Later Description - enter the text to display for the Pay Later option. 
   
4. Remove Payment Stage - set the toggle to Yes if the payment stage will not show in the enrolment form. Use this setting if payment will not be required for the Application to progress. 
   
5. Invoice to Student Only - set the toggle to Yes to automatically set the student as the Invoice to option in the enrolment form. If set to Yes, the Invoice to Employer toggle will be greyed out. Leave both settings off if selection will be made in the enrolment form. 
   
6. Invoice to Employer Only - set the toggle to Yes to automatically set the Employer as the Invoice to option to in the enrolment form. If set to Yes, the Invoice to Student only toggle will be greyed out. Leave both settings off if selection will be made in the enrolment form. 
   
7. Show Course Fee - set to Yes to display the total course fee in the external enrolment form. 
   

Viewing and Accessing the Enrolment Form

Enrolment forms can be accessed through a direct link or an iFrame code that can be embedded in websites. 
 Click this to copy the Direct Link to the Enrolment Form

 Click this to copy the iFrame code of the Enrolment Form 

1. In the Program Instances page > Details subtab > upper right hand corner of the Program Instance Information section. Using this link/code will pre-select the Program Instance in the Enrolment form. 
   
   
   
2. Student Groups/Intakes - Go to Schedules > Student Groups/Intakes and select the Group/Intake or click on the link of the group from the Program Instance page > Groups. Through this link, the Group/Intake will automatically be selected in the enrolment form. 
   
   

The Enrolment Form

Express Enrolment Form

The Enrolment form usually has three pages: Details, Payment and Confirmation. Student Application is received as soon as the Enroll Now button is clicked. In the Payment stage, students can select their preferred payment plan (if available) and pay for their enrolment fees. The Confirmation page will require additional enrolment information from the student's if the Standard enrolment form is selected and will confirm the application.