Open Enrollment Templates are used to simplify the setup process of Open Enrollments. A brief explanation of each available template is included in this article, along with corresponding tool rights.
See the Open Enrollment Templates articles to learn about how these tools are used.
Related tools:
Census > Online Registration > OLR Setup: Link must be set up here to allow Open Enrollment applications to be submitted via the Portal.
System Settings > Online Registration Setup > OLR Builder: Makes certain fields visible for review during Open Enrollment Processing.
Census > Online Registration > Application Processing: Displays grid of Online Enrollment applications associated with OLR applications being reviewed.
System Settings > Portal Preferences > Online Registration: Controls whether OLR portal is active so parents can submit Online Enrollment applications via the Portal.
System Settings > Portal Preferences > Open Enrollment: Controls portal-facing configuration for Open Enrollment.
Rule Template
Rule Templates are used to import Rules during Open Enrollment Setup for a Preference during configuration.
New Rule Template
Grade Template
Grade Templates may be created to import Grades during Open Enrollment Setup for a Preference during configuration.
List of Grade Templates
Flag Template
Flag Templates are used to import Flags during Open Enrollment Setup for a Preference during configuration.
List of Flag Templates
Lottery Template
Lottery Templates may be created to automatically fill settings when using the Lottery tool.
Lottery Template for High School Group
Post Template
The Post Template tool is used to automatically fill settings when using the Post Update tool.
High School Post Template
Batch Template
The Batch Template tool is used to automatically fill settings when using the Batch Updates tool.
Standard Group Batch Templates
Mailer Template
The Mailer Template tool is used to automatically fill settings when using the Mailer tool.
List of Mailer Templates
Available Tool Rights
Tool Rights are found in System Settings > Open Enrollment Templates. Subrights in italics.
| Tool | R | W | A | D |
|---|---|---|---|---|
| Rule Template | View existing templates. | Modify existing template. | Create new template (also adds save options, i.e. Save & Add Rule to Template button). | Delete template. |
| Grade Template | View existing templates. | Modify existing template. | Create new template (also adds save options, i.e. Save & Add Grade to Template button). | Delete template |
| Flag Template | View existing template. | Modify existing template. | Create new template (also adds save options, i.e. Save & Add Flag to Template button). | Delete template. |
| Lottery Template | View existing template. | Modify existing template. | Create new template (New button is visible). | Delete template. |
| Post Template | View existing template. | Modify existing template. | Create new template (New button is visible). | Delete template. |
| Batch Template | View existing template. | Modify existing template. | Create new template (New button is visible). | Delete template. |
| Mailer Template | View existing template. | Modify existing template. | Create new template (New button is visible). | Delete template. |
Suggested User Groups
See User Groups and Suggested Roles for more information.
