Customizing Enrollments Windows
You can customize the Enrollments windows in the following ways:
- which windows (Enrollment Summary, Enrollment Detail, and Search for Event) appear by default when users choose the Enrollments menu option
- which regions of the Enrollment Detail window are displayed
- whether users can enter employee enrollments, customer enrollments, or both in the Enrollment windows
Number of Enrollments Windows Displayed
When you first install the application, the three windows (Enrollment Summary, Enrollment Detail and Search for Event) appear by default when users choose the Enrollments menu option. If you do not want all three to appear, you need to enter up to two of the following parameter values:
This prevents the Search for Event window from displaying
This prevents the Enrollment Summary window from displaying
This prevents the Enrollment Detail window from displaying
Suggestion: You cannot have just the Search for Event window open on its own. If you did, users could not enter event details. We suggest that you leave at least the Enrollment Detail window as the default.
To customize the number of Enrollments windows displayed, see Customizing Functions
You are provided with five regions (also known as canvasses) on the Enrollment Detail window by default. You cannot prevent two of the regions from being displayed. These are:
- CORRESPONDENCE - the Correspondence region
You can, however, prevent the other three regions from displaying, if required. For example, you can prevent the Third Party Contact region from displaying if your enterprise handles external enrollments only.
- ENROLLMENT_DETAILS - the Enrollment Details region
You prevent any of the three regions from displaying by changing the parameter values from YES to NO. For example:
This prevents the Finance region from displaying
This prevents the Attendance region from displaying
If you do not change the values for the three updatable parameters, users see all five regions in the Enrollments window.
This prevents the Third Party Contact region from displaying
Suggestion: You can delete these three parameters instead of changing them to NO, if required. However, we suggest that you change them to NO rather than deleting them in case you want to display the regions in future.
To customise the regions displayed, see Customizing Functions
You can also define whether users can enter the following types of enrollments in the Enrollment windows:
- internal organization (employee)
If you want users to enroll internal students only, you define INTERNAL in the parameters. If you want users to enroll customer students only, you define EXTERNAL. Then, when users select the Enrollments window, they get the appropriate region (Customer or Organization) to meet your enterprise's needs.
- both internal organization (employee) and customer
If you want users to enroll organization and customer students, you can specify both in the parameters. You can even identify whether you want the window to default to either the Customer or Organization region. This is useful, for example, if your enterprise enrolls mainly external students but you occasionally enroll internal students. In this case, the Customer region is displayed on the Enrollment Details window, but the user can change it to Organization, when required.
You customize enrollment types by entering one of the following parameter values:
The Organization region is displayed
The Customer region is displayed
The Organization region is the default
The Customer region is the default
Note: ENROLLMENT_TYPE=BOTH_INTERNAL is provided as the default.
To customize functions:
Use the Form Functions window to customize the enrollment type.
1. Query the function to customize, for example, OTATAEDB.
2. Enter the parameters you require to customize the Enrollments windows in the Parameters field.
For example, if you want to display only the Enrollment Detail window with the Finance and Attendance region for both organization and customer students (defaulting to customer), enter the following:
EVENT=NO SUMMARY=NO THIRD_PARTY=NO ENROLLMENT_TYPE=BOTH_EXTERNAL