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Enrollment Tabs and Properties

The Enrollment Object is a Team Object in Talisma. The table in this topic describes the Properties available in the various tabs of the Enrollment Object.

The Enrollment window contains the following tabs:

• Properties Tab

• History Tab

• Reason Tab

• Comment Tab

• Categories Tab

• Activities Tab

• Document Status Tab

• Interactions Tab

• Test Scores Tab

• Calendar Events Tab

Note

For information about the tabs that will be displayed in the Lead Object when Campaign Support is enabled, see Changes in Objects with Campaign Support.

Before reading the descriptions in this topic, see Using Property Tables in Talisma Client Help.

The text "TBA" in the last column of the table refers to Talisma Business Administrator.

Properties Tab

The Properties tab contains system Properties. It also contains custom Properties created for the Enrollment Object.

Property (* indicates that the Property is mandatory)	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
External SIS ID	A unique identifier for the corresponding Enrollment in the SIS.
Name *	The name of the enrolled student For example, Larry.
Created On	The date and time when the Enrollment item was created.		Cannot be edited or deleted.
Last Updated	The date and time when the Enrollment item was last modified.		Cannot be edited or deleted.
Link to Contact	The Contact associated with the Enrollment.
Link to Lead	The Lead associated with the Enrollment.
Campus	The name of the university campus in which the student has enrolled.
Team	The team to which the owner of the Enrollment belongs.		Cannot be edited or deleted
Owner	The Talisma user who created the Enrollment. By default, the User who creates the Enrollment is its owner.
School Status	Representation of Lead Stages in SIS. This Property is updated when information is synchronized between Talisma and the SIS.
Student number	The unique identification number for the student.
Credits required	The total credits required for the Enrollment.
Credits scheduled	The number of credits currently scheduled for the Enrollment in the current Term.
Transfer credits	The total number of transferred credits.
Version start date	The date when the Student started the Program Version.
Determination date	The date when the Student dropped the Enrollment.
Status date	The date of the most recent change in the School Status.
Enrollment cum GPA	The Student's cumulative grade point average in the Enrollment. Information from dropped courses will also be included.
SIS Owner	The SIS User associated with the Enrollment.
Program Information This group comprises Properties of the Enrollment that displayed in Talisma when database synchronization occurs with the SIS.
Program	The Program for which the Student has enrolled.
Program Version	The Program Version for which the Student has enrolled.
Program Version Start Date	The date on which Program Version will commence.
Area of Study	The Area of Study of the Student.
Shift	The Shift of the Student.
Expected Start Term	The term in which the Student is expected to join the Program. For example, Summer, or Fall.
Applicant Type	The category of the Applicant applying for admission. For example, if the Applicant chooses to apply online, this Applicant is categorized as Online Applicant.
Enrollment number	The unique Enrollment identification number assigned to the student on enrolling for a Program at the university. This property is updated in Talisma from the SIS.
Enrollment status	Indicates the proportion of time the student spends in academic activities. For example, Less than Half time, or Half time.
Tour date	Date on which the student visited for Campus tour.
Orientation date	Date on which the student attended the orientation program.
Application date	Date on which the application was received from the student.
Enrollment date	Date on which the student enrolled for the Program.
Financial aid entry date	The date on which the interview process to address the financial aid issue commenced.
Financial aid exit date	The date on which the financial aid interview was completed.
Expected start date	The date on which the program is expected to commence.
Midpoint date	The estimated date on which the student will reach the midpoint of the Program Version.
Re-entry date	Date on which the student is readmitted.
Transfer date	The date on which the Enrollment is transferred out of the Program.
Graduation date	The tentative date on which the student will graduate.
Externship start date	The date on which the student began an externship.
Student ID	The unique Student Identification Number generated in the SIS.

This tab lists the actions performed on the Enrollment item. For example, if an Enrollment item is categorized, this action is recorded as an event in the history of the Enrollment item. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Enrollment Event options from the Event tab.

Note

When Talisma is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. For more information about enabling or disabling audit, see Business Administrator Help and Installation Manager Help.

Reason Tab

This tab enables you to specify notes related to the Enrollment. This is a free text field where you can enter any additional information about the Enrollment.

Comment Tab

This tab allows you to add comments about the Enrollment. This is a free text field where you can store additional information about the Enrollment which may be used for reference purpose.

Categories Tab

This tab lists the Categories created for the Enrollment Object. From this tab, you can categorize the Enrollment item by selecting one or more Categories.

Activities Tab

This tab displays the Activity history for the Enrollment item which includes Interactions associated with the Enrollment item. For information about the Properties displayed in this tab, see “Activity Properties”.

Document Status Tab

This tab lists the Document Status items associated with the Enrollment. For more information about the Properties displayed in this tab, see “Document Status Tabs and Properties”.

Interactions Tab

This tab lists the Interactions of Contacts associated with the Enrollment item. For information about the Properties displayed in this tab, see “ Interaction Tabs and Properties”.

Test Scores Tab

This tab lists Test Scores of Contacts associated with the Enrollment item. For information about the Properties displayed in this tab, see Test Score Tabs and Properties.

Calendar Events Tab

The Calendar Events tab displays details of Calendar Events that are sent to attendees. For a new Object record, this tab is always blank. By default records in the tab are displayed in descending order on the Start Date Property.

The following table describes the Properties displayed in this tab:

Property	Description
Calendar Event ID	A unique identifier of the Calendar Event. The value for this Property is automatically generated.
Name	The name of the Calendar Event. This value is typed by the user in the Name field of the Add Calendar Event dialog box.
Start Date	The date and time when the Calendar Event starts.
End Date	The date and time when the calendar event ends.
Time Zone	The time zone that is selected for the Calendar Event.
Location	Details of the location of the Calendar Event.

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Last Updated: 9/16/2019