Enrollment Wizard

The enrollment wizard guides users through a 3-step process to enroll students in the guardian protection programme.

Step 1: Select Student

Finding a Student

1. Click "Student Enrollment" in the sidebar
2. Use the search box to find students:
   • Search by name
   • Search by admission number (existing students)
   • Search by temp ID (new students)
3. Click on a student from the search results

Student Preview

Once selected, you'll see:

• Student name and identifier
• Current grade level
• Branch location
• Student type (NEW/EXISTING badge)
• Guardian information (if available)

Navigation

• Click "Next Step" to proceed to package selection
• Click "Clear Selection" to choose a different student

Step 2: Choose Packages

Package Selection

The package selection screen shows:

1. Default Package (pre-selected)

   • Cannot be deselected
   • Forms the base of the enrollment

2. Add-on Packages

   • Click to select/deselect
   • Additional cost shown for each

Payment Options

Choose between:

• Full Settlement - Single payment
• Pay in Installments - Split into 2 payments

The prices update automatically based on your selection.

Price Summary

The summary shows:

• Individual package prices
• Payment option selected
• Total amount due

Navigation

• Click "Previous Step" to go back
• Click "Review Invoices" to proceed

Step 3: Review & Create

Invoice Preview

Review all invoices to be created:

Credit Periods

Due dates are calculated based on:

• Student type (NEW vs EXISTING)
• Payment option (one-time vs installment)
• Payment configuration settings

Creating Invoices

1. Review all details carefully
2. Click "Create Invoices"
3. System generates invoices with:
   • Unique invoice numbers
   • Calculated due dates
   • Package and scheme links

Success Page

After successful creation:

• View all created invoices
• See invoice numbers and amounts
• Options:
  • "Enroll Another" - Start new enrollment
  • "Back to Dashboard" - Return to main screen

Credit Period Rules

New Students

Existing Students

Workflow Diagram

┌─────────────────┐
│  Select Student │
│  (Search & Pick)│
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Choose Packages │
│  (Select & Pay) │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Review & Create │
│ (Confirm & Done)│
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│  Success Page   │
│ (View Invoices) │
└─────────────────┘

Error Handling

The wizard validates at each step:

• Step 1: Student must be selected
• Step 2: At least one package required
• Step 3: All data must be valid

If errors occur, appropriate messages are displayed.

Related

• Packages & Schemes - Configure available packages
• Invoice Management - Manage created invoices
• Payment Configuration - Configure credit periods