Before you complete the Enrolling Candidate task ensure the Candidate has a Candidate Decision.

If you need to add a candidate decision navigate to:

  1. Enrollment Management
  2. People Finder
  3. Find the Candidate
  4. Click Checklist
  5. Decisions
  6. Click the Editing Pencil
  7. Candidate Decision -Accept
  8. Save

(without the Candidate decision, they are "pending" and cannot be enrolled until there is a candidate decision added)


To enroll candidates:

1.) Start from your Enrollment Management persona.
2.) Navigate to Admissions > Admissions Management
3.) Select Enroll/Inactivate Candidates.
4.) Click the Enroll radio button.
5.) Filter the following:
  • Entering Year
  • Entering Grade
  • Status
6.) Click Next, then choose Enroll button for appropriate Candidate.
7.) Select Candidate’s Name and click Enroll, then click Next.
8.) Enter Enroll Date, and check Include in Future Enrollment box, then click Next.
9.) Choose appropriate Sending School if applicable, then click Next.
10.) Review information and click Save & Exit.


To inactivate candidates:

1.) Start from your Enrollment Management persona.
2.) Navigate to Admissions > Admissions Management
3.) Select Enroll/Inactivate Candidates
4.) Click the Inactivate radio button.
5.) Filter the following:

  • Entering Year
  • Entering Grade
  • Status
  • School Decision
  • Candidate Decision
6.) Click Next, then choose Inactivate radio button for appropriate candidate
7.) Click Next, choose Inactivation Reason, then click Next,
8.) Review information and click Save & Exit.


Important Note: Only Candidates with a Decision type of No Decision, Declining, or Acknowledged (anything other than Accepted types) will appear in the Inactivate list. Candidates with a Decision of an Accepted type will not appear here.

Example: If the School Decision for a Candidate is Waitlist, and the Candidate Decision is Remain on Waitlist - this decision type must be any other than an Accepted type.

For more information on Decision Types, please click here.