Open Enrollment Setup Tools Tool Rights

Open Enrollment helps users complete the annual tasks necessary for districts to enroll students who wish to attend schools in the upcoming year. During each Open Enrollment cycle, the district determines which schools, calendars, programs, and grade levels will be available for applicants.

See the Open Enrollment Setup - Start Here article to learn about how these tools are used.

Related Tool (grant users rights as appropriate): Portal > Portal Preferences > Open Enrollment Portal

R - View portal tab configuration and settings
W - Modify existing portal tab settings
A - Create new portal tabs (Create Tab button)

Yearly Setup Checklist

The Yearly Setup Checklist summarizes the status of setup options that need to be completed in order for Open Enrollment setup to be completed.

Yearly Setup Checklist - 2025-2026 School Year

Configuration Set Up

The Configuration Set Up tool is used to define all the settings and applications that will be housed in that Open Enrollment Configuration.

Open Enrollment Configuration Set Up

Settings

The Open Enrollment Settings allow users to determine how acceptances are restricted within a specific open enrollment configuration.

Open Enrollment Settings Configuration

Grades

The Grades tool is used to define the grade level choices displayed in the OLR Open Enrollment pleat and in the Open Enrollment Application tool.

Open Enrollment Configuration for the 2025 Open Enrollment grade levels, display names, and sequences

Grades Tool Open Enrollment Configuration

Rules

Rules allow districts to apply weights that impact the chance of an Application being accepted during Open Enrollment.

Open Enrollment Weighted Application Rules

Flags

Flags are used to apply subsets to Applications or Preferences, allowing them to be searched and filtered for greater flexibility and efficiency within the Open Enrollment process.

Flags For Searching and Filtering

Preferences

Each of the Preferences created for a school year are connected to a school, calendar, and schedule structure. These Preferences are the Application choices available via OLR for parents to select for their students. They have grades, rules, and flags assigned to them as well as on-time and application windows.

Preferences for Selected Open Enrollment Configuration

Waitlist Setup

Waitlist Setup is used to assign students to schools in a predetermined order based on logic when seats become available after the Lottery is completed.

Waitlist displaying active waitlist configuration to be used to assign students to schools.

2026 Waitlist Setup

Feeder

Feeder is intended for use with new students only. It allows new parents to apply for open enrollment and, if approved, complete OLR without having to re-enter data.

Feeder Tool - Open Enrollment to OLR Configurations

Mailer Setup

Mailer Setup is used to configure email updates for Open Enrollment.

List of Open Enrollment email configurations for feeder letters and lottery results.

Mailer Setup Configurations

Available Tool Rights

Tool Rights are found in System Settings > Open Enrollment Setup. Subrights in italics. Note that buttons such as New and Save will only be visible/accessible with corresponding tool rights.

Tool	R	W	A	D
Yearly Setup Checklist	View checklist.	N/A	N/A	N/A
Configuration Set Up	View set up.	Modify existing setup.	Add and configure a new setup.	N/A
Settings	View settings.	Modify existing settings.	Select new settings.	N/A
Grades	View grades.	Modify existing grades.	Create new grades for use in selected configuration.	Delete grade entry.
Rules	View rules.	Modify existing rules.	Create new rules for assignment to preferences.	Delete unlocked rule.
Flags	View flags.	Modify existing flags.	Create new flags.	Delete flags.
Preferences	View preferences.	Modify existing preferences.	Create new preferences. This includes options to save and add preference assignments, save and import preference assignments, and export templates.	Delete template.
Waitlist Setup	View waitlist setup configurations.	Modify existing waitlist setup.	Create new waitlist.	Delete waitlist setup.
Feeder	View feeder information (OLR to Open Enrollment mapping).	Modify existing feeder configuration.	Map new feeder configuration from OLR to Open Enrollment.	Delete feeder configuration.
Mailer Setup	View mailer setups.	Modify existing mailer setups.	Create new configurations to use for Open Enrollment email updates.	Delete mailer setup.
Portal Translations	View translation entries by locale and configuration.	Save translation overrides.	N/A	N/A

Suggested User Groups

See User Groups and Suggested Roles for more information.