Here are some quick steps for editing contracts tied to a Lead Enrollment Configuration. These steps are specifically geared towards just editing a contract tied to a Lead Enrollment Configuration but keep in mind you can edit more than just contracts when editing a Lead Enrollment Configuration.
- Go to Admissions/Leads > Enrollment & Inquiries Setup > Lead Enrollment Configuration. Now, select and edit the correct school year's configuration.
- This will take you to the Edit Lead Enrollment Configuration screen. Scroll down to the Programs for Enrollment and Programs for Re-enrollment tabs.
TIP: Programs for Enrollment will control the contracts used for NEW enrollments and the Programs for Re-enrollment will control the contracts used for re-enrollments. - You will now edit each Program and edit the contract tied to it. Start by selecting the first program in your list and edit it.
- You will need to repeat this step for each Program separately. You might also need to complete twice, once for Programs for Enrollment and again for Programs for Re-enrollment.
- You will need to repeat this step for each Program separately. You might also need to complete twice, once for Programs for Enrollment and again for Programs for Re-enrollment.
- Scroll down to the Contract Settings fieldset and expand it. Now, select the contract you need from the Contract Multi-Page Form drop-down menu.
- Click Save and Back at the top of your screen and you are done with this program. You can now repeat steps 2 - 4 for each program you need to update a contract for.
TIP: You might also need to complete twice, once for Programs for Enrollment and again for Programs for Re-enrollment.
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