What the Admissions module covers
The module is built around five interconnected concepts that work together to take an applicant from first inquiry to first day of class.| Concept | What it is |
|---|---|
| Admission Cycle | A time-bounded intake window tied to an academic period. You control when it opens, when it closes, and who can apply. |
| Application | An applicant’s record within a cycle. Tracks identity, form responses, status, and every review action taken by staff. |
| Document Requirements | Files you require from each applicant — transcripts, IDs, certificates. Staff verify or reject each one individually. |
| Pre-Enrollment | Classes attached to an application before conversion. These become the student’s actual class enrollments at the moment of conversion. |
| Conversion | The one-time action that transforms an accepted, cleared application into a Student record, an Enrollment, and individual class enrollments. Billing is triggered automatically at this point. |
The full admissions lifecycle
Every application moves through a predictable, stage-gated lifecycle. The diagram below shows the major milestones and who drives each transition.An application can only be converted to a student after its status is
accepted and a registrar has issued enrollment clearance. Both conditions must be met before the Convert action becomes available.Key concepts at a glance
Admission Cycle — An intake window anchored to an academic period (and optionally a program or academic level). A cycle moves through four statuses:draft while you’re configuring it, open while it accepts applications, closed once the intake period ends, and archived for long-term record-keeping.
Admission Application — Every applicant in a cycle has exactly one application. Applications can be self-submitted by the applicant through the portal, or created by staff as a walk-in. The application holds the applicant’s personal details, custom form responses, and a snapshot of the form at the time of submission.
Document Requirements — You define which documents a cycle requires. Applicants upload them; staff verify or reject each file. Rejected documents can be re-uploaded by the applicant until the application is cleared.
Pre-Enrollment — Before a final decision is made, staff can attach specific classes to an application. This lets you plan a student’s schedule before they officially enroll, and eliminates a separate scheduling step at the point of conversion.
Conversion — The terminal action on an accepted application. Conversion creates the permanent Student record (assigning an immutable student number in YYYY-NNNNN format), creates an Enrollment for the academic period, and materializes every pre-enrollment class into an active class enrollment. A draft billing invoice is generated automatically — no separate billing step required.
Explore the Admissions module
Admission Cycles
Create and manage intake windows, configure dynamic form fields, and control the cycle status lifecycle.
Applications
Review self-submitted and walk-in applications, move them through statuses, assign sections, and manage pre-enrollment.
Documents
Define document requirements, guide applicants through uploads, and verify or reject files as a staff reviewer.
Converting Applicants
Understand what happens when you convert an accepted application — student records, enrollments, and billing explained.