Student Enrollment Checklist

Used to search for an existing student or create a new student & create their enrollment record.  Always search for the student by their legal name. Required fields: Last Name, First Name, Sex

https://kb.infinitecampus.com/help/student-locator

• Transcript Import Wizard
• Extended Census Import Wizard
• Enrollment History Import Wizard
• Assessment Import Wizard
• Immunization Import Wizard
• Health Condition Import Wizard
• Health Screening Import Wizard

Update any state reported or other fields for Enrollments if not already completed.

Current Enrollment > Click on the Start Date - verify Start Date, Local Start Status, Grade Level, Admission Status, enter brief Start Comment if required to include type of school if it is not in the name of the school (i.e. full name of school, city, state: ABC Christian School Raeford NC).

https://kb.infinitecampus.com/help/enrollments

(Guardian, School Pick-Up)

Select New  -> Select Flag Type  -> Select Start Date  -> Save

https://kb.infinitecampus.com/help/flags-student

1. Expand the Vaccine (if it is not already expanded) that needs to be updated by clicking the plus (+) sign next to the name of the vaccine.
2. Enter the date(s) the vaccination took place in mm/dd/yy format in the Shots field.
3. Click the Save button when finished. The new immunization will be added to the student’s list of vaccines. If the new entry satisfies compliancy, the indication of such will be changed

1. Enter the Last Name of the person who needs to be entered into Campus. This is a required field. Additional search criteria may be entered – First Name, Middle Name, Birth Date and Gender.
2. Click the Search button. Matching search results, if any, display in the box to the right. It is recommended that the results be thoroughly reviewed before creating a new person. To review in more detail the search results of the persons, click the Details link next to the person’s name. This displays a Person Summary Report of that person’s demographic data, contact information and relational information.
3. If the search results do not match the information that needs to be entered, select the Create New Person button. The Person Creation and Person Identifiers editor screen displays. Enter as much of the information that is known at this time.
4. In the Person Creation fields, enter the Last Name, First Name and Gender of the person. These are required fields.
5. Enter additional person information where known and follow recommended district procedures for creating new persons. 
6. Click the Save button at the bottom of the screen.

If there is a mailing address separate from the physical address, add this too.

1. Enter the search criteria for finding the address.
2. Click the Search button. Matching results will appear to the right of the search fields.
3. If one of the results matches the desired address, select that address to view details about that address. 
4. If results were not returned or the returned results are not the appropriate address, click the New Address button in the bottom right corner of the screen.
5. Enter the address fields in the appropriate areas. See the Address Fields definition for guidance. Include Number, Prefix (S, NW), Street (Name), Tag (Road, Street), Direction (N, S, SW), Apt, City, State, Zip Code, County. 
6. Select the District for where students attend school when living at this address.
7. Click the Save icon when finished.
8. Upon saving, the interface will change to the Address Info tab where additional details about the address can be added.

Census >> Census People >> Relationships

Select the New Non-Household Relationship icon. A Person Search screen displays.

Enter at least the Last Name in the Search Fields. Enter additional search criteria as needed. Results display in the box to the right.

If the desired person does not appear in the search results, or if no person matches were found, click the Create New Person button. A Person Creation form displays. Enter at least the required information (Last Name, First Name, Gender and Race/Ethnicity). Click the Save button. The new person will be created. Select that new person from the Person Creation window. The name displays in the Non-Household Relationships table.

Click the red X in the Person Search window.

Select the Relationship for the newly added non-household relationship.

Add any Comments about the relationship by clicking the note icon next to the dropdown field

Enter a Start Date in mmddyy format or use the calendar icon to select a date.

Enter the Emergency Priority value.

Mark the checkboxes for the relationship as appropriate.

Click the Save icon when finished.