Prepare enrollment information

Before creating or changing an enrollment, confirm the information with the person responsible for admissions.

Information to check

• The correct student and guardian records.
• The site and program the student will attend.
• The intended start date and, when applicable, end date.
• The agreed schedule and relevant program arrangements.
• The agreements and documents required by your program.

Review existing records

Search for the student and family first to avoid duplicate records. If a record is not visible, ask an administrator to check your access.

Keep admissions and billing aligned

An enrollment provides context for the student’s participation. Billing has its own records and responsibilities. Coordinate changes that affect charges with the person responsible for billing.

For the billing side, see understanding your billing workspace.