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To enter, update, delete or view an enrollment record, complete the following steps from the AWARDS Home screen:
TIP: If the enrollment records to be worked with are for a former (discharged) client, first click the Archives toggle to the right of the client selection option.
The index page is automatically refreshed to display any existing enrollment records for the selected client.
TIP: When working on the index page, records are easily accessible using the following tools and navigation features:
"Show Records" display options - By default the index displays the client's "Current" enrollment records, which do not have an end date, or have an end date in the future. To expand the display to include the client's past enrollments, click All under "Show Records" in the left-hand menu.
Sorting options - By default records in the index are sorted chronologically by start date, from newest to oldest; however, the index can also be sorted by End Date, Facility, Facility Program, Facility Type, or Degree Type. To do so, click the corresponding column header in the table. Clicking a column heading a second time reverses the sort order.
Navigation options - 10 records are displayed on the page by default. To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table. To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.
Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.
Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list. To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field. The index is automatically updated as you type. To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column.
Related features access - The Education/Training Enrollments ReportBuilder link on the left-hand menu bar provides a shortcut to access the ReportBuilder for this feature. For instructions on using that ReportBuilder, click here.
Add a new enrollment record - To do so, click the add new icon from the action bar above the records table. A new data entry page is displayed. Configure the fields and options on this page as necessary, and then click Save. The enrollment record is saved, and a confirmation page is displayed.
Once a record is saved in this way, the optional "Financial Aid" subsection becomes available in data entry mode on the confirmation page if it has been turned on in your database. This subsection can be shown/hidden for data entry as needed using the left-hand menu. Keep in mind that the "Financial Aid" section displays its own sub-index, action bar, and Save button for data entry. (If you do not currently see the "Financial Aid" subsection and would like to request that it be turned on, please contact the Help Desk.)
TIP: For more information on each field/option available on the data entry page, see Education/ Training Enrollments Fields/Options.
Update an existing enrollment record - To do so, click the record to be updated, or click the checkbox to the left of that record and then click the edit icon from the action bar above the records table. The data entry page is displayed. Make changes to the information on this page as needed, and then click Save. The record is saved, and a confirmation page is displayed.
Once a record is saved in this way, the optional "Financial Aid" subsection becomes available in data entry mode on the confirmation page if it has been turned on in your database. This subsection can be shown/hidden for data entry as needed using the left-hand menu. Keep in mind that the "Financial Aid" section displays its own sub-index, action bar, and Save button for data entry. (If you do not currently see the "Financial Aid" subsection and would like to request that it be turned on, please contact the Help Desk.)
TIP: For more information on each field/option available on the data entry page, see Education/ Training Enrollments Fields/Options.
View or print an existing enrollment record - To do so, click the checkbox to the left the record to be viewed/printed, and then click the view icon from the action bar above the records table. A read-only version of the record is displayed and can be printed as needed using your browser's print option.
Delete an existing enrollment record - To do so, click the checkbox(es) to the left of the record(s) to be deleted, and then click the delete icon from the action bar above the records table. A confirmation message is displayed. Click OK to proceed with the deletion. The selected record(s) are deleted and the updated index is displayed.
Return to the Education/Training Enrollments index - To do so, click the To Index icon from the action bar while working in an enrollment record to return to the index page. You can also return to the index page at any time by clicking Education/Training Enrollments from the breadcrumbs trail below the AWARDS navigation bar.
The process of working with enrollment records is now complete.
https://demodb.footholdtechnology.com/help/?12176
