Preview your new Application form
EnrolHQ provides the ability to preview your form without having to fill out a "Dummy" application.
Go to Settings > Form Fields
When you select the Preview the current form will open in a separate Tab. Any time you make a change in the Form Fields this form needs to be refreshed.
As you can see if you are also using an 'Expression of Interest Form' this can be viewed in the same location.
When you are reviewing the Application and want to change a field, either it is missing or is not required, you can select the form field that relates to the question and 'turn off/on' a question and/or change the setting from Mandatory to non-Mandatory.
Some fields are 'Permanent' - you cannot 'turn off/on' a question or make it Mandatory. you can however add a description, e.g. As per the birth certificate.
1 When you select the relevant field on the left hand side, the Form details are displayed on the right hand side of the screen ready for editing.
2 This shows that the field is enabled
3 This shows the current settings
4 This shows which form the field is enabled for - there are 5 choices
5 This shows which fields are Mandatory
6 You can add a description for any of these fields
7 Multiple Choice field - you can switch this on form some fields to allow parents to pick more than one response.
8 No changes will take place unless you press save.
Once you have saved your changes you can refresh your preview (which is displayed on a separate tab.
Setup the Form Header Page Step
These details are setup via Customisation
Go to Settings > Customisation > Enrolment and Scholarship form (or EOI)
The details that show above the Application form are setup here. You can preview the page by using the preview buttons.
Any data is changed via the HTML Snippets - Users can use HTML code or select WYSIWYG to use the standard formatting options.
Setup the Application Form Signature Step
These details are setup via Customisation
Go to Settings > Customisation > Enrolment Signature Step
Next Steps
The setup can be viewed using the preview button.
Edit, Add Item or Remove any of these fields Steps by using the standard buttons.
I/We agree that if my/our child is enrolled at School he/she should:
Parents answering on their child's behalf
Edit, Add Items or remove any of these conditions by using the standard buttons.
If my/our child is enrolled at School, I/we agree to:
Parents answering on their own behalf
Edit, Add Items or remove any of these conditions by using the standard buttons.
Enrolment Form Agreement Checkboxes Items:
Parents agreeing to specific Conditions upon signing the Application
Edit, Add Items or remove any of these conditions by using the standard buttons.
Enrolment Form Agreement Checkbox Add-On Text:
Some schools will add their complete terms and conditions here.
You must remember to save for the changes to take effect.
Adding Policy Agreement Documents
These details are setup via Customisation
Go to Settings > Customisation > Policy Agreement Documents
It is recommended that these are reviewed annually.
All the documents loaded here should have dates and version numbers included in the document.
Each document can be added to all stages of Application to Enrolment.