If you are looking for the steps to make sure you don't release a contract to a parent, or want to hold a contract back from a parent or family, or need to remove a contract from the portal for a select parent or family, or any reason that you need to keep from releasing a contract to a parent or family you have found the right place.
These steps can be used for both new or re-enrollment contracts and include steps to do this for a single contract or in bulk. It's your choice!
Keep in mind that this is not a replacement for the bulk release option that you have in your lead enrollment configuration for new and re-enrollment contracts. Click here for more information on How to Release Enrollment or Re-Enrollment Contracts to Parents.
PRO TIP! Remember that you can get to the Edit Contract screen from the re-enrollment leads table or the leads table by clicking the purple contract icon. Or, you can edit it from the Submitted/Pending Contracts table. Click here if you need help locating the Edit Contract screen.
Unchecking/Checking the Release Option for One Contract
From the Edit Contract screen...
- Check the Release To Parents checkbox. Click Save and Back and you are done!
- If you need to release a contract that has this option unchecked, simply click the Release To Parents checkbox and click Save and Back and you are done!
Unchecking/Checking the Release Option for One or More Contracts
From the Submitted/Pending Contracts table...
- Start by filtering for the correct contracts.
- Next, use the bulk select option to select all records > click Other > select either Release to Parents or Un-Release to Parents depending on your needed action.
PRO TIP! This action does not have a confirmation so it will be completed once you click the button.
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