Priority Student Entry Checklist

Use the abbreviated checklist below for quick student enrollment. Make sure to return and finish any additional steps as detailed in the Student Enrollment Checklist.

       Search/Enroll


Task  Completed
1. Student UID Search (NC Student Identification System)
2. Student Locator Wizard: Student Information >> Student Information General >> Student Locator Wizard

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

3.
Verify Record if found to make sure that it is absolutely the correct student.
4.
Create New Student if the student is not found in Infinite Campus' State Edition. If a record is found in the Student UID system for the student, enter data exactly as it appears in Student UID.
5. Complete enrollment following the steps applicable below.
Enrolling a Student Within District
Enrolling a Student Out of District
Enrolling a New Student
6. Assign NC Student UID: Steps to follow if a Student UID Number is needed.
State Specific Information >> North Carolina >> North Carolina State Tools

        Student Tools


Task  Completed
7. Demographics: Census >> Census People >> Demographics
  • Update student contact information (Ex. Student email address).
  • Select appropriate Messenger Preference Contact Reasons.
    • Emergency, General, and Priority
https://kb.infinitecampus.com/help/demographics
8. Enrollments: Student Information >> Student Information General >> Enrollments

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

9. Transportation: Please follow your PSUs process for Transportation.
10. Schedule: Student Information >> Student Information General >> Schedule
https://kb.infinitecampus.com/help/schedule-student

        Create Additional Household Members


Task  Completed
11. Create Additional Household Members: Census >> Census People >> Add Person
  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.
https://kb.infinitecampus.com/help/add-person
12. Update Contact information in Census -> People -> Demographics
  • Enter email and phone number information.
  • Select appropriate Messenger Preference Contact Reasons.
    • Emergency, Attendance, Behavior Messenger, General, Priority, and Teacher

Note: It is recommended that Emergency, General, and Priority be selected for Parents/Guardians who have custody of a student.

13. Add additional members of household (parents, guardians) as needed.

         Add Household Address(es)


Task  Completed
14. Add Household Address: Census >> Census Addresses >> Add Address

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.
https://kb.infinitecampus.com/help/add-address-376ce9d-add-address-video

         Create Household


Task  Completed
15. Create household of Student, People, Address with Census Wizard.
16. Search for and Add Students and other People, Search for and Add Address(es).
17. Add start dates for household locations and members.
If mailing and physical address, make sure to check box. If this is the student's secondary household, make sure to check "Secondary" for students.
18. Edit Relationships between Students and Parents/ Guardians. Infinite Campus is student-centered, so add relationships based off of the student.
Add Start Date (today's date is fine) • Check relevant boxes for guardian, mailing, portal, and messenger if applicable.
https://kb.infinitecampus.com/help/assemble-new-household-video 
Census Wizard Workflow