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Guides / Admissions
ADMISSIONS

Turn admission enquiries into verified student records without losing the decision trail.

Admissions should separate interest, follow-up, confirmation and final student creation. If every enquiry becomes an active student immediately, reports and fee records become unreliable.

Start with an enquiry, not a student record

Record the prospective student's basic details, target class, guardian contact information and the status of the enquiry. Keep follow-up information in the admission workflow until the school has actually decided to admit the student.

Use clear statuses

A useful admission flow distinguishes enquiry, follow-up, confirmed/admitted and cancelled states. Cancellation should preserve a reason rather than deleting the enquiry, because the school may later need to understand why a case did not proceed.

Assign the authoritative school identifier at finalization

When the school finalizes an admission, confirm the GR or equivalent school identifier according to the school's own policy. That identifier should be unique inside the school workspace and should not be improvised by different staff members in different sheets.

Finalize into Student Master once

The admitted record should create or become the Student Master record that other modules use. Attendance, fees, progress, results, documents and Parent Portal should point to that same student identity rather than independent copies.

Control who may finalize admissions

Enquiry entry may be delegated more widely than final admission. Use permissions so staff can do the part of the process they are responsible for, while the final creation of the authoritative student record remains with an approved role.

Check these fields before finalizing

  • student name spelling and date details;
  • class/division to be assigned;
  • guardian and contact information;
  • GR/admission identifier;
  • admission date and active status;
  • whether the parent email should later be linked to Parent Portal.
Good practice: If a field is uncertain, keep the admission in a pending state rather than inventing a value simply to complete the form.

After admission

Open the newly created Student Master record and verify it before collecting fees or marking attendance. This short verification step catches class, identifier and spelling mistakes before they spread into multiple modules.