When you are happy with the Group Enrolment details (members and bookings), the next step is to create the Student Accounts and Enrolments.
Schoolworks has a background process that will create individual Student Accounts and Enrolments for each of the Group Members. These can then be used for placement much like a standard individual student.
All the details entered in the Group Members panel in the Group Enrolment will be populated on the Student Accounts.
It is not possible to invoice the Group Enrolment before the students have been created.
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Student Details to Clone
It is possible to copy a number of fields across from the Group Account to the individual Student Accounts as part of this process.
Check these fields are complete first on the Group Account record, before going ahead with the Create Students process.
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Create Students
Open your Group Enrolment.
At the top of the screen, there is a “Create Students” button - click this:
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You can also click through to view each Student Enrolment.
Note, it is not possible to edit the Bookings and Finance through this individual Enrolment - all changes must be made on the Group Enrolment record, then the “Update Students” process run to update the Student Account and Enrolments.
It is possible to make academic and accommodation placements through this screen if required, or generate individual documents and emails.
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The next step is to invoice the Group.