How to Use Custom Enrolment Status and Status Types

How to Use Custom Enrolment Status and Status Types

Idea
OVERVIEW

In this tutorial, we will show users how to add a custom enrolment status in the SMS. This feature lets you create an enrolment status customised and tailored to your organisation's requirements, helping you capture and indicate the exact stage where the learners are at in their enrolment. This tutorial will also walk you through how to use those custom enrolment statuses in creating workflows and automations. 

This tutorial will also introduce the 4 Enrolment Status Types. The SMS default statuses are categorised accordingly:
  1. Pre-Enrolment
    1. Application Received
    2. Application Approved
    3. Offer Sent
  2. Discontinued Enrolment
    1. Application Rejected
    2. Cancelled
    3. Withdrawn 
    4. Deferred 
  3. Ongoing
    1. Enrolled 
    2. Course Commenced
  4. Completed
    1. Completed 
This can help you get an idea how to categorise your custom enrolment status. Follow the guide below to add your custom enrolment status

Notes
Step Tutorial

1. Click on the Administration dropdown.
2. Go to Templates.
3. Click on the System tab then Enrolment Status subtab.
4. Click the  +  button.

Refer to the image below for Steps 1-4


5. Enter the custom Enrolment Status.
6. Select the custom Enrolment Status Type.
7. Click on the Disk/Save  icon.

Refer to the image below for Steps 5-7


Congratulations! You have now created your custom enrolment status. 

Info
Application

Student Enrolments

The custom enrolment status will be available as an option for Enrolment Status.



Using Custom Enrolment Status in setting up Emails and Task Workflows


Custom enrolment status can also be used in setting up Emails and Task workflows in a program instance. Send an automated email to your students when they still have requirements that they need to submit prior to enrolment or create a task to reach out to these students to check if they would still continue their enrolment. 

Using workflows with custom enrolment status, makes the system flexible and helps you to be more productive and efficient in managing your student enrolments. 






To use custom enrolment status in Emails and Task Workflows, ensure that your email templates and task templates are already created. 

Follow the steps in setting up Emails and Task workflows using this tutorial:
Emails: Creating Email Workflows in the SMS 
Tasks: Creating Task Workflows in the SMS

Using Custom Enrolment Status in Automations


The custom enrolment statuses created can also be used as conditions for triggering Automations*. 



Check out our tutorials on Automations to learn more: Automations in the SMS

Warning
IMPORTANT
  1. Custom Enrolment Status will work with Automations if Automation is enabled in your SMS.