Using Bulk Offer to Move Students from the Waiting List to Offered List

Learn how to use the Bulk Offer function in Enroll

The Bulk Offer button is located above the Waiting List and may be used to move students (individually or in a group) from the waiting list to the offered list.

The Make Offer(s) modal will appear for you to indicate how many student applications should be moved, and the reason for the move to the offered list.

You have the option (via checkbox) to notify guardians of the offer immediately, or not to notify the guardians at this time.

• Notifications, if selected, are sent to guardians via email/text and will display in the Guardian Message Center and Application Communication Log.
• If you are NOT sending notifications to guardians at this time, a list of impacts will be displayed for review.

Important Impacts of using Bulk Offer + Offer Expiration:

1. If the waiting list has been previously published - AND - you are using the Auto Decline/Offer Expiration feature, if you do not Notify Guardians of the Bulk Offer, the offer expiration countdown to the deadline WILL STILL BEGIN.
   • Guardians will not receive an email/text notification of the offer, but the Guardian Dashboard will display the Offered status with the expiration deadline.
   • In this scenario, we do not recommend unchecking the Notify Guardians indicator unless you plan to contact guardians in another manner to make them aware of the offer and notify them that the system has begun counting down to the expiration deadline.
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2. If the waiting list has NOT been published yet - AND - you are using the Auto Decline/Offer Expiration feature, if you do not Notify Guardians of the Bulk Offer, the offer expiration countdown to the deadline will NOT begin and guardians will not be notified. 
   • The applications will simply move from the waiting list to the offered list with no notification sent to the guardians and no Offered status displayed on the Guardian Dashboard (until the Offered list is published).

Best Practices for Tracking Bulk Offer Notifications

We recommend that you create a Saved View for your Lottery Lists that include the key fields below to facilitate tracking lottery communications:

• published = Yes/1: offered or waitlisted lottery placement is visible to guardians on their dashboard, No/0: lottery result is not visible to guardians on dashboard
• timestamp_notified = date/time that communication was sent to families of initial lottery placement
• timestamp_notified_offered = date/time communication was sent regarding offer
• timestamp_expire = date/time offer will expire (if using auto-decline/offer expiration)
• accepted_declined_by = P (parent), A (admin), S (system) took action on the offer