New Student Intake

Intake Steps

Intake represents all the steps required to get a student assigned  their first courses in Moodle.

Automation

Sequence	Application	Module	Description	TEST PLAN	Known Issues
1	Word Press		USER Parent makes Account on enrollment website, verified by email	Sign up for new account, check email received, verify account, check its verified in WP	Email for new site not configured
2	Word Press	gravity forms	USER Parent logs in and completes form on Word Press Site to enroll student	Complete gravity form
3	Word Press	gravity forms	USER Parent signs all legal forms to submit the forms, for both the enrollment client and Studia Nova
4	SIS	HOMEROOM	INTEGRATION - Form is entered into applicants table in the SIS	Check form in SIS
5	SIS	HOMEROOM	UserUSER  reviews the form on the dashboard - clicking the form opens the "applicant record"
5.1	asterix		UserUSER  to validate all information received in form by calling parent (make mobile phone required)
5.2	SIS	HOMEROOM	UserUSER  selects correct previous school (other school) in the SIS record.  (WP does not have select menu, user types in previous school)
5.3	SIS & CRM	HOMEROOM& CRM Accounts	USER  - If other school is not in SIS table, adminuser enters new record and then selects the correct school in the SIS record before accepting the studentstudent. See Suite CRM Integration.
5.4	SIS	HOMEROOM	UserUSER  selects the correct Homeroom from menu (the parent selects location in the WP gravity form, but the location name in WP may not be exact same as homeroom name, therefore allow the user to select correct name)
5.5	SIS	HOMEROOM	USER - Accept / reject the Student	Check WP status is approved or disapproved.
	SIS	STUDENT	AUTOMATION - create the student record in SIS from the applicant record.
	CRM	Contacts & Opportunities	AUTOMATION - create the parent contact record and student opportunity record in CRM
6	SIS	STUDENTSSTUDENT	AUTOMATION - create all the student term records needed for the student until the end of their current grade span. 3. Create Student Term Records
97	Word Press		INTEGRATION - Parent is notified student is acceptedaccepted, andstatus canis thenchanged pay tuition toin the clientParent's onWP the Word Press Site.account.
	Word Press	PayPal integration	USER Parent is able to pay with paypal the client (facility account).
Suite8	CRM		INTEGRATION - whenWhen the student is accepted, Suite CRM records are created. The parent is a contact record linked to the website owner (facility) Account, the student is an opportunity linked to the website owner (Facility) Account.Account Aand Suiteparent CRMcontact registrar record is created based on the other school selected.record.  See Suite CRM Integration.
109	CRM	(no dev required)	SendUSER sends Parent an e-sign document to disenrolldis enroll student from previous school and enroll in Studia Nova  (contract pdf template in Suite)
11	CRM	(no dev required)	USER Once above document is signed, an invoice is sent to the client (facility account) for the new student, and/or notification based on billing terms.  (This is managed by the opportunity record created in suite from the student enrollment)
12	CRM	(no dev required)	After the parent esigns the document request, the pdf is emailed to the other school to request transcripts.
13	SIS	STUDENT	USER or INTEGRATION updates the student record as active.		User
13	SIS	HOMEROOM	USER creates student logins
14	Word Press		Update word press site with student logins so that they may be provided to the proctor who provides them to the student.   Also make the logins known to the parent account in the wordpress site.
15	SIS		Auto-assign the first course that provides students directions on how to use moodle, and have them complete their initial assessment.
	Moodle or other???		Students use the Edwiser  in Moodle from to self-enter their scores from IXL. Use the Edwiser activity. Or there may be another way to do this. Make the proctor do this??
16			deleted
17	SIS		Admin reviews assessment data,  makes determination on which program to assign.
18	SIS		Based on the assigned program, SIS automatically creates the student's enrollments.
19	SIS		After review of enrollments, the admin triggers the enrollments in courses in Moodle

Student Intake UI

Step 1 - accept enrollment

Step 2 Enroll Student in Courses

P - Assign program UI:

Student Name, grade level, first student term name

Show Assessment data history:

Select Program [      programs       ]  

based on the selected program, list template records below:

term 1 - grade x term x	button	<no student term found>
template 1	enroll>	create enrollment record based on template	delete/edit
template 2	enroll>
template 3..	enroll>
term 2 grade x term x		student term 1
template 1	enroll>
template 2	enroll>
template 3..	enroll>
term 2 grade x term x		student term 2
template 1	enroll>
template 2	enroll>
template 3..	enroll>

SAVE PROGRAM

• When the user changes the program, change the list on the left side.
  
• If the user makes enrollment records, then changes the program, always show all enrollment records made on the left side
  
• Allow the  user to delete/edit the enrollment record.

M - Moodle Enrollment UI - per Student

M - Moodle Enrollment UI - All Students

Show same as above but all student enrollments for current term

T - Enter Transcript -TBD