Admissions Setup

Last updated: August 2025

The Admission Setup feature allows schools to configure and manage admissions for an academic term. This includes setting up forms, defining applicant fields, and starting/stopping the admission cycle.

Access and Navigation

Navigate to Planning > Admission Setup to access this feature.

Create a New Admission Setup

  • Click the New Form Setup button

  • Fill in all required fields in the form

  • Click Add Setup to save

Manage an Existing Admission Setup

Once a setup is created, you will have access to the following controls:

  • Edit Admission Setup – Modify general setup details

  • Edit Form – Configure and customize the application form

  • Start/Stop Admission – Launch or close the admission period

Edit Admission Setup

  • Click Edit Admission Setup

  • Update the necessary fields

  • Click Save to apply the changes

Edit Form (Application Form Customization)

  • Click Edit Form to access the application form builder

  • Add sections or field groups by clicking + New Group on the upper-right

  • Customize the group as needed:

    • Label – Name of the group (e.g., Personal Information, Educational Background)

    • Mark as ‘For Follow-Up’ – Optional fields that applicants can fill in later

Add Fields to the Form

Adding Fields to the Form

  • Within a group, click + Add Field

  • Provide details for each field:

    • Label – Display name of the field

    • Template Field Type – Predefined fields required for applicant profiles and reporting (e.g., First Name, Birth Date, Address)

    • Field Type – Choose the type of input accepted:

      • Text Field – Single-line text input

      • Number Field (Whole) – Accepts whole numbers only

      • Number Field (Decimal) – Accepts decimals (up to 10 places by default)

      • Dropdown – Single selection from a list

      • Dropdown Multiple – Multiple selections from a list

      • File – Upload documents or images

      • Email – Accepts only valid email formats

      • Date – Accepts date input in mm/dd/yyyy format

      • Tabular – Multiple entries with configurable columns

      • Text Area – Larger text input box (ideal for long answers)

      • Static Text – Read-only text for instructions or headers

      • Check Box – Selectable checkbox

      • Tooltip – Help text displayed on hover.

  • Add Validation (Optional):

    • Required – Makes the field mandatory

    • Max Length – Limits the number of characters

    • Regex Pattern – Enforces a specific input format

Edit or Delete a Field

  • To edit a field, click the Pencil icon beside it

  • To delete a field, click the Trash Bin icon

Start and Stop an Admission

  • Click Start Admission to launch the application period and allow applicants to apply

  • Click Stop Admission to end the intake period

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