How to Verify/Update a New Student

 

The Student Records Submissions Tool allows you to verify/update Student Record data submitted from the Student Records Portal application or API before that data is added to the Student Information database.

 

Click the Options Menu, Site Tools, Student Records Submissions.

 

The Site Tools/Student Records Submissions Screen will appear.

 

The Student Records Submissions Grid contains the Students whose Guardians have started or submitted their enrollment/update information.

 

The New Student Column will be checked if the student has no record in the Student Information database. The New Student column will NOT be checked if the student is an existing Student and has a record in the Student Information database.  

 

The Status Column will display:

Guardian In Process-The Student Record has been started, but NOT submitted by the Primary Guardian OR the record was Sent Back to the Primary Guardian to make corrections.

Submitted-The Student Record has been submitted by the Primary Guardian.

Rejected-The Student Record was rejected by the Site.

Site in Review-The Student Record has been viewed by the Enrollment Contact.

Posted-The Student Record has been verified and Posted. The Student's Record has been updated in the Student Information database.

 

If you have sent a submission back to a Primary Guardian, the Comments Column will display the comments you entered for the email.

 

From the Student Records Submissions Grid, you can filter, sort/group, export and print the grid, if necessary.

To view documentation on How to Filter a Grid, click here.

To view documentation on How to Sort and Group a Grid, click here.

To view documentation on How to Export and Print a Grid, click here.

 

 

To begin, select the New Student whose data you want to verify/update. The selected Student is highlighted in blue.

 

Click .

 

If the Student's Record matches an existing Student Record already in the database, the application will prompt you to verify the Student as existing or new and you must complete this step before verifying the data.

(If this step does NOT display for the Student, simply continue verifying the data as described below.)

 

To determine if the Student is existing or new, begin typing their name in the Student Field. If the Student already exists in the database (i.e., displays in the drop down list box), select the appropriate Student, and then click .

 

If the Student is New and does NOT already exist in the database (i.e., does NOT display in the drop down list box), check the Confirm New Person Check Box. Note: We recommend you perform a search using the steps described above before confirming the Student as new.

 

Note: You must verify/update all data contained in the Student Tab, Relationships Tab and Documents Tab before posting.

 

Now, move to the Student Tab. To view documentation on the Student Tab, click here.