You can terminate Tuition enrolments in bulk, in preparation for re-enrolment. You would do this if your process is to require all students to actively re-enrol for the next year, rather than presuming they will continue unless advised otherwise.
We recommend that you use a termination date of 31/12/xxxx for such students, and use the date of the end of term for students who have officially withdrawn. This will allow you to easily differentiate the two groups for re-enrolment.
To Terminate All Current Enrolments
- Go to Common Tasks > End-of-Year Procedures > Terminate or re-enrol all current records.
- Enter your desired Termination Date in the enrolment at the top of the list.
- Select Archive Found Set to copy this date to all records
To Terminate Only Some Enrolments
If you want to terminate just a selection of your enrolments, run the same script, but then refine the list before terminating. For example:
- Select the Show Only Year 6s or the Show Only Year 12s button to restrict the list to only those year levels.
- To find only records that don't already have a Termination Date, you can right-click in a record that is blank in that field and select Constrain Found Set.
You can similarly constrain your set to only "Current", so that you exclude "Archived", "Enquiry", etc.
- Use the Find function to include or exclude records based on any of the fields available on this screen.
- To omit an individual record, select it and then select Records > Omit Record.
Once you have arrived at the list you want to terminate, archive them in the same way as above.