Open Enrollment Templates
Last Modified on 07/10/2025 2:07 pm CDT
The Open Enrollment Templates are used to simplify the setup process of Open Enrollments. All these tools need unique names for their Template Names, and they generally share the same fields as the areas they are loaded into.
The Grades, Rules, and Flags Templates can be used from year to year; however, when using the Grade Template, the Grades tool in the Setup area must be configured for the year first. Additionally, the Grades in the drop-down list must match.
The Lottery, Post, Batch, and Mailer Templates must be established annually to assist in pre-loading settings for each tool. This aids in meeting the more complex Open Enrollment requirements utilized by districts.
Articles
Rule Template
Tool Search: Rule Template Rule Templates are used to import Rules during Open Enrollment Setup for a Preference during configuration. After a template has been created, it can be deleted by selecting that template from the list and clicking the ...
Grade Template
Tool Search: Grade Template Grade Templates may be created to import Grades during Open Enrollment Setup for a Preference during configuration. After a template has been created, it can be deleted by selecting that template from the list and clic...
Flag Template
Tool Search: Flag Template Flag Templates are used to import Flags during Open Enrollment Setup for a Preference during configuration. After a template has been created, it can be deleted by selecting that template from the list and clicking the ...
Lottery Template
Tool Search: Lottery Template Lottery Templates may be created to automatically fill settings when using the Lottery tool. Templates for a specific configuration can be viewed by selecting a configuration from the Select Open Enrollment Configura...
Post Template
Tool Search: Post Template The Post Template tool is used to automatically fill settings when using the Post Update tool. Templates for a specific year can be viewed by selecting a configuration from the Select Open Enrollment Configuration and t...
Batch Template
Tool Search: Batch Template The Batch Template tool is used to automatically fill settings when using the Batch Updates tool. Templates for a specific configuration can be viewed by selecting a configuration from the Select Open Enrollment Conf...
Mailer Template
Tool Search: Mailer Template The Mailer Template tool is used to automatically fill settings when using the Mailer tool. Templates for a specific configuration can be viewed by selecting a configuration from the Select Open Enrollment Configurati...
