ENR - Online Enrolment Applications
Online Enrolment Applications Overview
An alternative to manually entering enrolment records through program Student Admin > Enrolments > Enrolments Information > Enrolments is to use this program to process enrolment records that have already been captured using an online enrolment form.
As an example, you may have an online enrolment application facility on your school website that has been developed by a third-party company.
The third-party developer needs to be able to:
- Create a CSV file from their application that precisely conforms to the data structure specified below, or
- Connect to this program using the TASS Online Enrolments API.
Important!
The third-party developer needs to understand your school's use of user-definable fields in the enrolments area. The usage and descriptions for each of these fields are at the discretion of your school. They will be different from one TASS school to another.
Each record displayed in the 'Online Enrolment Application List' will need to be reviewed and checked individually before it is added as an actual enrolment in the TASS database.
Any enrolment application record that contains incorrect data must be rejected and fixed using your third-party enrolment application software. This TASS program will produce an exception report that highlights the incorrect data.
Processing an Enrolment Application Record
Review each enrolment application record by selecting the 'Review' link to access the 'Online Enrolment Application Details' screen. An automatic search is initiated to determine possible matches to Parent Records already within the database. Click the arrows beside 'Existing Parent…' to check if any of the results are matches for the parents of the enrolment application record.
There are two possible options when processing a new enrolment record:
- If a match is found that is the correct Parent Record, check the radio button 'Enrol this Student against Parent Code xxxx (details displayed above).' then click 'Add Enrolment'. This will create a 'Student Enrolment Record' attached to the selected Parent Record.
- If a matching Parent Record is not found, check the radio button 'Enrol this Student against a NEW Parent Code.' then click 'Add Enrolment'. This will create a 'Student Enrolment Record' and a 'Parent Enrolment Record'.
The search for possible matching parent records is done using 'Parent/Caregiver 1 name' OR 'Parent/Caregiver 2 name' AND 'Suburb', e.g. 'Mary Smith' OR 'Fred Smith' AND 'BOWEN HILLS'.
If the enrolment application record is incorrect and needs to be removed, click the 'Reject' button at the bottom of the screen.
To return to the 'Online Enrolment Application List' without saving any changes, click '<< Back' button.
If the enrolment application has valid receipt details, accepting the enrolment application will automatically create an 'Enrolment Receipt' web batch for the generation of an official receipt in program Finance > Parent Accounts > Receipting > Electronic Receipts Processing.
Enterprise Mode Only
If your school is running in Enterprise Mode, the automatic search to determine possible matches will look at all schools within your group, e.g. When a student is enrolling in one of the group's secondary schools and that student has attended one of the group's primary schools.
Important!
Students in other schools within your group that have their 'Privacy' flag set to 'Yes' will not be returned in any search results.
The 'School' field will indicate the school in which the parent or student records already exist. This could be any of the schools in your group or your own school (if the parent or student is already enrolled).
There are four possible options when processing a new enrolment record:
- There is a matching Parent Record at your school
Check the 'Enrol this Student against Parent Code xxxx (details displayed above)' radio button, then click 'Add Enrolment'.
This will create a new 'Student Enrolment Record' using the information captured in the Online Enrolment Application and attach it to the selected Parent Record. - There is a matching Parent Record at another school in your group
Check the 'Enrol this student against a NEW parent code by copying the details from Parent XXX in School XXX' radio button, then click 'Add Enrolment'. This will:- Create a new 'Enrolled Parent Record' by copying the information from the 'General', 'Address' and 'UD' tabs of the Parent displayed above.
- Create a new 'Student Enrolment Record' using the information captured in the Online Enrolment Application.
- Create a new 'Enrolled Parent Record' by copying the information from the 'General', 'Address' and 'UD' tabs of the Parent displayed above.
- There is a matching Student Record at another school in your group
Check the 'Enrol this Student by copying their details from Student Code XXX in School XXX' radio button, then click 'Add Enrolment'. This will:- Create a new 'Enrolled Parent Record' by copying the information from the 'General', 'Address' and 'UD' tabs of the Parent displayed above.
- Create a new 'Student Enrolment Record' by copying the information from the 'General', 'UD', 'Billing', 'MCEECDYA' and 'UD Areas' tabs of the Student displayed above.
- Create a link from the NEW 'Student Enrolment Record' to the existing Student Record at the other school within your group.
- Create a new 'Enrolled Parent Record' by copying the information from the 'General', 'Address' and 'UD' tabs of the Parent displayed above.
- There is no matching student or parent record
Check the 'Enrol this Student against a NEW Parent Code' radio button, then click 'Add Enrolment'.
This will create a new 'Student Enrolment Record' and 'Enrolled Parent Record' using the information captured in the Online Enrolment Application.
Uploading Enrolment Applications
Use the 'Upload Enrolments' button at the top of the 'Online Enrolment Application' screen.
Use the 'Browse' button to locate the .csv
file that you intend to upload.
Click the 'Go' button.
Important!
Each record in the file must contain 147 fields.
CSV File Format Required for a Successful Upload
Field # | Field Name | Data Type/Size | Remark |
---|---|---|---|
1 | Application ID | varchar(50) | Mandatory. Unique identifier for each online enrolment generated by third party application. |
2 | Student Surname | char(30) | Mandatory. |
3 | Student Given Name | char(30) | Mandatory. |
4 | Student Preferred Name | char(20) | Mandatory. |
5 | Student Date of Birth | date | Mandatory. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
6 | Student Gender | char(1) | Mandatory. This Student Gender field is validated against records in the genders table — the values for which are maintained using the Community Plus program Setup Information in 'Gender Setup'. |
7 | Student Religion | char(2) | Optional. Valid values are within the table specified in program Student Admin > Student Records > Setup Information > Student Records Setup on the 'Religions' tab. |
8 | Current Year Group | smallint | Optional. Valid values are in the range -3 to 16. |
9 | Current School | char(5) | Optional. Valid values are within the table specified in program Student Admin > Enrolments > Setup Information > Enrolments Setup on the 'Feeder Schools' tab. |
10 | Entry Year | smallint | Mandatory. Valid values are a current year or a future year in YYYY format. |
11 | Entry Year Group | smallint | Mandatory. Valid values are within the range specified in program Student Admin > Parent Records > Setup Information > Parent Record Setup on the 'School' tab. |
12 | Boarder | char(1) | Mandatory. Valid values are Y or N. |
13 | Stage 1 Flag | char(1) | Mandatory. Valid values are Y or N. This will be used to set the 'Stage 1' flag on the 'Status' tab for the enrolling student. |
14 | Stage 1 Date | date | Conditional. It is Mandatory where 'Stage 1 Flag' = 'Y'. If 'Stage 1 Flag' = 'N' it must be blank. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
15 | Stage 2 Flag | char(1) | Mandatory. Valid values are Y or N. This will be used to set the 'Stage 2' flag on the 'Status' tab for the enrolling student. |
16 | Stage 2 Date | date | Conditional. It is Mandatory where 'Stage 2 Flag' = 'Y'. If 'Stage 2 Flag' = 'N' it must be blank. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
17 | Stage 3 Flag | char(1) | Mandatory. Valid values are:
This will be used to set the 'Stage 3' flag on the 'Status' tab for the enrolling student. |
18 | Stage 3 Date | date | Conditional. It is Mandatory where 'Stage 3 Flag' = 'Y', 'W' or 'S'. If 'Stage 3 Flag' = 'N' it must be blank. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
19 | Stage 4 Flag | char(1) | Mandatory. Valid values are Y or N. This will be used to set the 'Stage 4' flag on the 'Status' tab for the enrolling student. |
20 | Stage 4 Date | date | Conditional. It is Mandatory where 'Stage 4 Flag' = 'Y'. If 'Stage 4 Flag' = 'N' it must be blank. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
21 | Stage 5 Flag | char(1) | Mandatory. Valid values are Y or N. This will be used to set the 'Stage 5' flag on the 'Status' tab for the enrolling student. |
22 | Stage 5 Date | date | Conditional. It is Mandatory where 'Stage 5 Flag' = 'Y'. If 'Stage 5 Flag' = 'N' it must be blank. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
23 | Stage 6 Flag | char(1) | Mandatory. Valid values are Y or N. This will be used to set the 'Stage 6' flag on the 'Status' tab for the enrolling student. |
24 | Stage 6 Date | date | Conditional. It is Mandatory where 'Stage 6 Flag' = 'Y'. If 'Stage 6 Flag' = 'N' it must be blank. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
25 | Stage 7 Flag | char(1) | Mandatory. Valid values are:
This will be used to set the 'Stage 7' flag on the 'Status' tab for the enrolling student. |
26 | Stage 7 Date | date | Conditional. It is Mandatory where 'Stage 7 Flag' = 'Y', 'W' or 'S'. If 'Stage 7 Flag' = 'N' it must be blank. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
27 | Student User Defined Flag Field 1 | char(1) | Optional. Can be any uppercase alphabetic or numeric character (A-Z or 0-9 only). This will be used to set a Student User Defined Flag Field on the 'User Defined' tab for the enrolling student. |
28 | Student User Defined Flag Field 2 | char(1) | As above. |
29 | Student User Defined Flag Field 3 | char(1) | As above. |
30 | Student User Defined Flag Field 4 | char(1) | As above. |
31 | Student User Defined Flag Field 5 | char(1) | As above. |
32 | Student User Defined Flag Field 6 | char(1) | As above. |
33 | Student User Defined Flag Field 7 | char(1) | As above. |
34 | Student User Defined Flag Field 8 | char(1) | As above. |
35 | Student User Defined Flag Field 9 | char(1) | As above. |
36 | Student User Defined Flag Field 10 | char(1) | As above. |
37 | Student User Defined Table Referenced Field 11 | char(3) | Optional. This will be used to set a Student User Defined Table Referenced field on the 'User Defined' tab for the enrolling student. Valid values are within the table specified in program Student Admin > Enrolments > Setup Information > Enrolment Setup on the 'Student UD' tab for this field number. |
38 | Student User Defined Table Referenced Field 12 | char(3) | As above. |
39 | Student User Defined Table Referenced Field 13 | char(3) | As above. |
40 | Student User Defined Table Referenced Field 14 | char(3) | As above. |
41 | Student User Defined Table Referenced Field 15 | char(3) | As above. |
42 | Student User Defined Table Referenced Field 16 | char(3) | As above. |
43 | Student User Defined Table Referenced Field 17 | char(3) | As above. |
44 | Student User Defined Table Referenced Field 18 | char(3) | As above. |
45 | Student User Defined Table Referenced Field 19 | char(3) | As above. |
46 | Student User Defined Table Referenced Field 20 | char(3) | As above. |
47 | Student User Defined Text Field 21 | char(20) | Optional. This will be used to set a Student User Defined Text field on the 'User Defined' tab for the enrolling student. |
48 | Student User Defined Text Field 22 | char(20) | As above. |
49 | Student User Defined Text Field 23 | char(20) | As above. |
50 | Student User Defined Text Field 24 | char(20) | As above. |
51 | Student User Defined Text Field 25 | char(20) | As above. |
52 | Student email | char(60) | Optional. |
53 | Student's Campus Code | char(3) | Optional. Valid values are within the table specified in program Student Admin > Student Records > Setup Information > Student Records Setup on the 'Campuses' tab. |
54 | Student Application Date | datetime | Mandatory. Date only: The date format must be either DD/MM/YYYY or YYYY–MM–DD. Date & Time: The date & time format must be YYYY–MM–DD HH:MM:SS. e.g. '2015-04-09 15:10:30'. |
55 | Student Mobile Phone | char(30) | Optional. |
56 | Student Residency Status | char(3) | Optional. Valid values are within the table specified in program Student Admin > Student Records > Setup Information > Countries/Languages/ResStatus on the 'Residency' tab |
57 | Student Visa Expiry | date | Optional. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
58 | Student Visa Subclass | char(6) | Optional. |
59 | Student Date Arrival in Aus | date | Optional. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
60 | MCEECDYA Student Indigenous Status | char(1) | Optional. Valid values are: 1, 2, 3, 4 or 9. |
61 | MCEECDYA Parent/Caregiver 1 School Education | char(1) | Optional. Valid values are: 1, 2, 3, 4 or 0. |
62 | MCEECDYA Parent/Caregiver 2 School Education | char(1) | Optional. Valid values are: 1, 2, 3, 4 or 0. |
63 | MCEECDYA Parent/Caregiver 1 Non-School Education | char(1) | Optional. Valid values are: 5, 6, 7, 8 or 0. |
64 | MCEECDYA Parent/Caregiver 2 Non-School Education | char(1) | Optional. Valid values are: 5, 6, 7, 8 or 0. |
65 | MCEECDYA Parent/Caregiver 1 Occupation Group | char(1) | Optional. Valid values are: 1, 2, 3, 4, 8, or 9. |
66 | MCEECDYA Parent/Caregiver 2 Occupation Group | char(1) | Optional. Valid values are: 1, 2, 3, 4, 8, or 9. |
67 | MCEECDYA Student Language other than English Code | char(4) | Optional. Valid values are within the table specified in program Student Admin > Student Records > Setup Information > Countries/Languages/ResStatus on the 'Languages' tab. |
68 | MCEECDYA Parent/Caregiver 1 Language other than English Code | char(4) | As above. |
69 | MCEECDYA Parent/Caregiver 2 Language other than English Code | char(4) | As above. |
70 | MCEECDYA Student Country of Birth | char(4) | Optional. Valid values are within the table specified in program Student Admin > Student Records > Setup Information > Countries/Languages/ResStatus on the 'Countries' tab. |
71 | Student year of arrival in Australia. | char(4) | Optional. Must be less than or equal to the current year (YYYY). |
72 | Parent Surname | char(30) | Mandatory. |
73 | Parent Previous Connection | char(2) | Optional. Valid values are within the table specified in program Enrolments > Setup Information > Enrolments Setup on the 'Previous Connection' tab. |
74 | Parent User Defined Flag Field 1 | char(1) | Optional. Can be any uppercase alphabetic or numeric character (A-Z or 0-9 only). This will be used to set a Parent User Defined Flag Field on the 'Parent UD' tab for the enrolling parent. |
75 | Parent User Defined Flag Field 2 | char(1) | As above. |
76 | Parent User Defined Flag Field 3 | char(1) | As above. |
77 | Parent User Defined Flag Field 4 | char(1) | As above. |
78 | Parent User Defined Flag Field 5 | char(1) | As above. |
79 | Parent User Defined Flag Field 6 | char(1) | As above. |
80 | Parent User Defined Flag Field 7 | char(1) | As above. |
81 | Parent User Defined Flag Field 8 | char(1) | As above. |
82 | Parent User Defined Flag Field 9 | char(1) | As above. |
83 | Parent User Defined Flag Field 10 | char(1) | As above. |
84 | Parent User Defined Table Referenced Field 11 | char(3) | Optional. This will be used to set a Parent User Defined Table Referenced field on the 'Parent UD' tab for the enrolling parent. Valid values are within the table specified in program Student Admin > Enrolments > Setup Information > Enrolment Setup on the 'Parent UD' tab for this field number. |
85 | Parent User Defined Table Referenced Field 12 | char(3) | As above. |
86 | Parent User Defined Table Referenced Field 13 | char(3) | As above. |
87 | Parent User Defined Table Referenced Field 14 | char(3) | As above. |
88 | Parent User Defined Table Referenced Field 15 | char(3) | As above. |
89 | Parent User Defined Table Referenced Field 16 | char(3) | As above. |
90 | Parent User Defined Table Referenced Field 17 | char(3) | As above. |
91 | Parent User Defined Table Referenced Field 18 | char(3) | As above. |
92 | Parent User Defined Table Referenced Field 19 | char(3) | As above. |
93 | Parent User Defined Table Referenced Field 20 | char(3) | As above. |
94 | Parent User Defined Text Field 21 | char(20) | Optional. This will be used to set a Parent User Defined Text field on the 'parent UD' tab for the enrolling parent. |
95 | Parent User Defined Text Field 22 | char(20) | As above. |
96 | Parent User Defined Text Field 23 | char(20) | As above. |
97 | Parent User Defined Text Field 24 | char(20) | As above. |
98 | Parent User Defined Text Field 25 | char(20) | As above. |
99 | Parent/Caregiver 2 Name | char(30) | Conditional. If present, it must contain a minimum of 2 words (first name & surname) Must be present if 'Parent/Caregiver 1 Name' is blank and vice versa. |
100 | Parent/Caregiver 2 Occupation | char(3) | Conditional. If 'Parent/Caregiver 2 Name' is blank, it must be left blank, otherwise, it is optional. |
101 | Parent/Caregiver 1 Name | char(30) | Conditional. If present, it must contain a minimum of 2 words (first name & surname) Must be present if 'Parent/Caregiver 2 Name' is blank and vice versa. |
102 | Parent/Caregiver 1 occupation | char(3) | Conditional. If 'Parent/Caregiver 1 Name' is blank, it must be left blank, otherwise, it is optional. |
103 | Parent Name | char(30) | Mandatory. |
104 | Parent Name 2. | char(30) | Optional. |
105 | Address Line 1 | char(50) | Optional. |
106 | Address Line 2 | char(50) | Optional. |
107 | Address Line 3 | char(50) | Optional. |
108 | Town/Suburb | char(30) | Optional. |
109 | State | char(3) | Optional. |
110 | Post_Code | char(10) | Optional. |
111 | Country | char(20) | Optional. |
112 | Address Barcode | char(40) | Optional. |
113 | Home_Phone | char(30) | Optional. |
114 | Work Phone | char(30) | Optional. |
115 | Facsimilie | char(30) | Optional. |
116 | Salutation | char(60) | Optional. |
117 | Parent Email | char(140) | Optional. |
118 | Parent Email 2 | char(140) | Optional. |
119 | Parent Mobile 1 | char(30) | Optional. The number must not contain any spaces. Any text should be wrapped in parenthesis, e.g. (M) 9999999999. |
120 | Parent Mobile1 SMS Flag indicator | char(1) | Mandatory. Valid values are Y or N. |
121 | Parent Mobile 2 | char(30) | Optional. The number must not contain any spaces. Any text should be wrapped in parenthesis, e.g. (M) 9999999999. |
122 | Parent Mobile 2 SMS Flag indicator | char(1) | Mandatory. Valid values are Y or N. |
123 | Receipt Type | char(1) | Mandatory. Valid values are:
For more information, refer to 'Receipt Details'. |
124 | Receipt Date | date | Mandatory. The Date of the Payment. The date format must be either DD/MM/YYYY or YYYY–MM–DD. |
125 | Receipt Number | integer | Mandatory. Online Receipt Reference Number. |
126 | Receipt Amount | decimal(16,2) | Mandatory. The Amount Paid. Where no payment is required for enrolment, set this value to '0.00'. |
127 | Batch Number | integer | Optional. Where populated, it will be a 9 digit numeric string based on the Settlement Date (yyyymmdd) prefixed with a '6'. Where it is left blank, it will not be possible to generate Receipts in TASS for the online enrolment payment. |
128 | Student First Name | varchar(50) | Optional. |
129 | Student Other Names | varchar(50) | Optional. |
130 | Student Preferred Surname | varchar(50) | Optional. |
131 | Parent/Caregiver 2 Title | varchar(10) | Optional. |
132 | Parent/Caregiver 2 Initials | varchar(5) | Optional. |
133 | Parent/Caregiver 2 Surname | varchar(50) | Optional. |
134 | Parent/Caregiver 2 First Name | varchar(50) | Optional. |
135 | Parent/Caregiver 2 Other Names | varchar(50) | Optional. |
136 | Parent/Caregiver 2 Preferred Name | varchar(50) | Optional. |
137 | Parent/Caregiver 2 Suffix | varchar(50) | Optional. |
138 | Parent/Caregiver 1 Title | varchar(10) | Optional. |
139 | Parent/Caregiver 1 Initials | varchar(5) | Optional. |
140 | Parent/Caregiver 1 Surname | varchar(50) | Optional. |
141 | Parent/Caregiver 1 First Name | varchar(50) | Optional. |
142 | Parent/Caregiver 1 Other Names | varchar(50) | Optional. |
143 | Parent/Caregiver 1 Preferred Name | varchar(50) | Optional. |
144 | Parent/Caregiver 1 Suffix | varchar(50) | Optional. |
145 | Parent/Caregiver 1 Gender | char(3) | Conditional. Must be present if 'Parent/Caregiver 2 Name' is blank and vice versa. This Parent/Caregiver 1 Gender field is validated against records in the genders table — the values for which are maintained using the Community Plus program Setup Information in 'Gender Setup'. |
146 | Parent/Caregiver 2 Gender | char(3) | Conditional. Must be present if 'Parent/Caregiver 1 Name' is blank and vice versa. This Parent/Caregiver 2 Gender field is validated against records in the genders table — the values for which are maintained using the Community Plus program Setup Information in 'Gender Setup'. |
147 | USI | char(10) | Optional Where populated, it will be an alpha-numeric string with uppercase characters code (A-Z; 0-9 only). |