Enroll Crosswalk: Settings

Learn how key Settings terms and functionality in Legacy SchoolMint equate to Enroll Settings.

Settings

Legacy SchoolMint Enrollment	Enroll (link to Help Article)	Enroll Description	Located in Enroll Settings on tab:
No equivalent	School Groups	A School Group can be the name of a school district, a charter management organization, or just the name of the single school.	Schools/Programs
Grade Levels	School Levels	A School Level is a category used to capture the grade levels offered by your organization (i.e. elementary, middle, high school, K-8, PreK - 12). The school level is one option in Enroll where you can set the default Registration/Re-Registration dates for all schools linked to a level.	Schools/Programs
Schools	Schools	In Enroll, the School is where students will register and re-register (re-enroll). Registration forms are attached to a School. Families do not apply to a school in Enroll, they apply to a Program within a school.	Schools/Programs
No equivalent	Program Categories	The Program Category defines a type of program (i.e. magnet, general, transfer, prek). In Enroll, the program category allows you to set the same application dates for all programs in the category. There are also options for advanced settings for the program category.	Schools/Programs
No equivalent	Programs	In Enroll, Programs are what students apply to and where lotteries are run. Programs exist within a school. Depending on your organization’s process and offerings, students can apply to multiple programs within a school (i.e. Arts, Magnet, STEM, Honors, etc.) OR a program can be used for different divisions (ex. male/female when you need to manage a 50/50 ratio; choice program vs transfer request, etc.).	Schools/Programs
Grades	Grades	Grades enabled in the site are available to be assigned to programs (for applications) and schools (for registration/re-registration). They are also used to create your school levels. Age ranges and cut-offs/restrictions can be set for each grade.	Schools/Programs
No equivalent	Program Grades	All grades that exist for a program (grades accepting applications and grades closed for applications).	Schools/Programs
No equivalent	Program Application Grades	Grades that are open for accepting applications for a program. This allows you to "turn off / close" a grade from accepting applications at any point in your process.	Schools/Programs
Grades assigned to a registration packet	School Registration Grades	Grades that are available for registration at a school.	Schools/Programs
Application Start/End Registration Start/End	Date & Time	The Date & Time page allows you to conveniently set the same application start/end dates for all programs in a program category and set the same registration start/end dates for all schools in a school level.	Date & Time
Application Start/End	Program Application Dates	Enroll gives you the option of managing application start/end dates at the individual program level.	Schools/Programs
Registration Start/End	School Registration Dates	Enroll gives you the option of managing registration start/end dates at the individual school level.	Schools/Programs
Re-enrollment Start/End	School Re-Registration Dates	In Enroll, the registration module is used for both registration and re-registration (a.k.a. re-enrollment). The ability to open and close your registration and re-registration dates for each school is located on the Schools > Registration Settings tab.	Schools/Programs
Open Enrollment Start/End	No equivalent	In Enroll, there is not an equivalent to the Open Enrollment period that was used in your SchoolMint Enrollment system to identify applications as eligible for the lottery. In Enroll, you can identify applications as eligible for the lottery by filtering based on your eligible date range, or you can create a flag to be assigned to applications that fall within your required date range for inclusion in the lottery.
Roles	User Groups	In Enroll, permissions are managed at the User Group level. A User Group is assigned the ability to view or manage specific areas and take specifics actions in the site. Admins are assigned to a User Group to dictate their access and permissions across the site.	Manage Users
Admin	Admin	In Enroll, Admin accounts can be restricted to specific programs and grades. When an Admin user account is created in Enroll a corresponding Guardian account is also created for that admin user.	Manage Users
Guardians	Guardians	Same	Manage Users
No equivalent	Login As Guardian	In Enroll, you can navigate to the guardian's profile and click the “Login As” link to be taken to the Guardian Dashboard and student’s records as if you were that individual guardian. Essentially, you impersonate the user which is helpful when troubleshooting and testing. Admin actions taken while logged in as Guardian are captured in Change History logs as the admin.	Manage Users
No equivalent	Login Attempts	In Enroll, you have the ability to view all successful and unsuccessful logins for admins and guardians. This screen is searchable by user which can be helpful for support, troubleshooting, and auditing.	Manage Users
No equivalent	Deactivated Accounts	In Enroll, you have the ability to search for accounts that have been turned off in order to reactivate them if desired.	Manage Users
No equivalent	Custom Data Sources	A custom data source is a list of answer values that can be used as form field answers. This ensures consistent data capture for dropdown/radio/checkbox field types on forms. Examples of fields that might want to use a custom data source to match your SIS options: cities, countries, races, states, relationships.	Custom Data
No equivalent	Eligibility Rules/Restrictions	Eligibility rules can be created in Enroll to dictate which students may apply to a program or register at a school. The rules engine is used to identify the eligibility criteria. For example, only females may apply to an All Girls program, only 10th-12th Graders may apply to a Career program, or only students whose current school matches their registering school may complete the re-registration forms for that school.	Custom Data
Polygons for School Zones/Districts	Boundaries Boundary Types	Enroll allows you to manage and view boundaries within the platform. You have the ability to upload KML files, assign them to schools and grades, assign the boundary type (district, school zone, priority), check addresses inside/outside the boundary, and use them for eligibility rules, lottery priorities, flags, etc. In the SchoolMint Enrollment system, the ability to manage boundaries required engineering and CX support.	Boundaries
No equivalent	Flags (system-created)	Default (system-created) flags are those that are configured for you in Enroll (i.e. age verification, non-validated address, student is a multiple, student duplicate detected) that will be auto-assigned to applications or registrations, if desired.	Custom Data
No equivalent	Flags (custom)	Custom flags are those that you create in Enroll to be auto-assigned to an application or registration based on the criteria of your choosing (a specific answer on a form).	Custom Data
Student Tag	No equivalent	In the SchoolMint Enrollment system, you had the ability to manually assign a tag/label to an application. In Enroll, flags are only offered to be configured with automated triggers (based on a field response), not manually assigned.
Note Type	Note Type	A category of Notes (general, phone call, in person, etc.) that are available by default in the Enroll system, or you can create your own Note Type for Admins to assign when drafting a Note.	Custom Data
Note	Note	In Enroll, a Note can be added to a student, application or registration record. Notes can be either internal: viewed by Admins only - or - external: marked as “Display to Guardians” to show the Note on the Guardian Dashboard and in the Guardian Message Center. The Enroll system does not currently have the ability to assign another Admin as the recipient of a Note.	Student Profile, Application, Registration
Custom Branding	Guardian Theme	In Enroll, you can upload your own logo, favicon, and select your organization’s primary and secondary colors to display on the guardian view of the platform.	Guardian Theme
Manage Text / Email Templates	Content/Letters	In Enroll, the Email/Text template page is where you will customize the email/text content of automated templates or saved ad hoc message templates.	Content/Letters
Custom Messages	System/Platform Content	In Enroll, you can search for system content across the platform (page titles, button names, header text, etc.) and customize it to your needs for each language enabled in your site. In your prior SchoolMint system, you had a handful of areas in the site highlighted in yellow where you could add content as a custom message. If you wanted to change system wording (buttons, etc.) in your prior system, you needed your CXM to do that on the back end.	Content/Letters
No equivalent	Process Alerts (bell icon)	In the SchoolMint Enrollment system, as an admin you received an email notification when a background process (download, report, lottery run) was complete. In Enroll, in addition to the email sent to you by the system, you will also see a red dot on the bell icon in the upper righthand corner of the site. By clicking the bell icon, you are taken to a Process Alerts page to access and manage the download link(s) to your data.
No equivalent	Workflow Notifications	Workflow Notifications allow you to configure automated  communications to be sent  from the system based on a trigger (form answer, status change, etc.) of your choosing. Notifications can be configured to send to Admins, to families, or to both.	Workflow Notifications
No equivalent	Rules Engine	Enroll has a powerful tool that allows you to create your own rules, filters, flags, and priorities. In the SchoolMint enrollment platform, the engineering and CX teams were needed to configure the logic for key elements in the platform to meet your organization's needs year-over-year.	Used throughout the platform
Manage Forms	Forms tab	This is the area in Enroll where you will build your forms for all processes.	Forms
Packet of forms	Form Process	In Enroll, the form process is where you will collect information from parents for each type of process (i.e. application, registration, re-registration, recommendation, appeals). The form process defines the entire process a parent walks through, but it is also the collection of forms a parent must fill out. The SchoolMint equivalent is a packet of forms.
Custom Forms	Steps	In Enroll, each process is made up of a series of steps. Each step is the equivalent of a form that contains your questions (i.e. Health Information, Home Language Survey, Acceptable Use Policy, etc.) Steps have settings that can be configured to show or hide a step to guardians based on rules that you create.	Parts of a Form
Form Fields	Form Fields	The field is the question that a guardian answers on a step of your form. Admins can choose the desired field type such as text, number format, radio button, dropdown, checkbox, etc. The most notable difference in Enroll is that when creating the fields, you choose where in the database the field information will be saved.	Parts of a Step
Application Template	No equivalent	In Enroll, you have access to a default application form process that can be edited to meet your application process needs. This default form has the most commonly requested fields available in it, as well as the required information to create an application correctly in Enroll.
No equivalent	Student Information Form	The Enroll platform provides a pre-built Student Information form process that contains the core fields required to create a student record in the system, as well as a few common fields you may want to use to capture student data. Guardians complete this form when first creating their student in the system. You have the ability to edit the Student Information form to meet your organization’s needs.	Forms
Conditional Logic	Conditional Logic	In Enroll, the rules engine is used to set conditional logic that will show or hide a field or form step based on how the guardian answers a prior question.	Steps / Fields
No equivalent	Calculated Fields	Enroll has a calculation engine that allows for addition, subtraction, multiplication, and division of selected fields. Calculated fields are often used when determining income eligibility, grading calculations, etc.	Field Type
Link Student By SIS ID	Student Lookup	In Enroll, the Student Lookup allows (or can require) a guardian to look up their student using the student's SIS information (First Name, Last Name, DOB, SIS ID) before continuing into a form. This is configured on the Student Information Form Process. Students must be imported into the Enroll system to use this feature. This option, when paired with Prevent Student Duplicates setting, effectively makes it impossible to create a duplicate student record of an existing student in Enroll. In the SchoolMint Enrollment system, the Link Student by SIS ID was an option that could be turned on in the back end.
No equivalent	Human Readable Values	In Enroll, you have the choice of displaying words in place of numbers for default fields such as status (i.e. Submitted or "1" ) . This display setting is currently available for Reports and Dynamic Views.	General
Activate the next enrollment year	Rollover	Rollover is the annual process of creating the next enrollment year in the platform. During this process, all year-specific information from the current year is copied to the next enrollment year. This includes all setup (i.e., schools, programs, and forms), students, and more. For the SchoolMint Enrollment system, this annual process was managed by the Customer Experience team.	Rollover