I woudl love the ability to GENERATE a single contract without impacting all others before it is viewed or saved

Once you generate Re-enrollment contracts and make any adjustments on deposits, It would be nice to be able to generate a single contract without it impacting and defaulting all others back to original contract deposit amount.  This happens because it hasn't  been viewed or saved yet.  This is a huge pain in the butt when we have to add an additional person and it changes everything.  There has to be a way to generate a single contract without impacting all of the others.  Please work on this.

  • Kendall Pillsbury
  • Jan 11 2018
  • Implemented
  • Attach files
  • josceline reardon commented
    9 Jan, 2019 06:44pm

    Thanks for the clarification Sarah! So to cut down on the number of contract types, would you suggest for instance, making one contract with the full tuition & deposit required, generate, and then go quickly back into those student contracts that have a reduced deposit and change the deposit and or tuition amounts for that student and then regenerate those students? The major problem we are having is that we have 86 contract types in just two years of using the contracts. It is a mess! And since we haven't switched to SMART or now Tuition Management, we are unable to archive any of them. I"m trying to come up with a work around that will help our Business & Admissions Office with this daunting process.

  • Coco Parham commented
    9 Jan, 2019 05:38pm

    This is great, thanks!!

  • Kendall Pillsbury commented
    9 Jan, 2019 04:57pm

    THANK YOU!!!!!

  • Sarah Bienvenue commented
    9 Jan, 2019 04:34pm

    Hi Josceline, just a bit different, you'll still need to generate the contract before making edits first, but after generation if you edit, and then want to generate a single contract for a user, you'll see those contracts that you edited and be able to skip them. 

  • josceline reardon commented
    9 Jan, 2019 04:15pm

    THIS IS AWESOME!! So to clarify... If I select say 100 students to assign a contract to and then before I generate, I open 25 of those contracts and change the tuition amount and/or registration fee, when I generate the 100 contracts, the 75 that I did not change any info for will have the original contract and the 25 I changed tuition and/or fees for will have the new rates?

  • Karintha Marshall commented
    9 Jan, 2019 04:07pm

    Completey overlooked that, thank you!  Such a subtle difference, but huge impact!  Very grateful this idea was implemented. 

  • Sarah Bienvenue commented
    9 Jan, 2019 04:03pm

    Hi Karintha, if you go to generate your contracts, you'll see a similar dialogue box compared to what you're used to seeing, but now there are check boxes next to the student/candidate names that allow you to select which ones should be generated- it will also indicate which contracts have been edited. Keep in mind, if your contracts have already been viewed by parents or submitted, that box will look the same as usual. 

  • Karintha Marshall commented
    9 Jan, 2019 03:40pm

    Sarah,  thanks for the comment update!  Where is the option to select which contracts to regenerate?  I'm in one of my contract templates under Manage Contract Forms and don't see any new buttons.  I also opened a currently assigned contract on a candidate record and didn't see any new buttons either. 

  • Guest commented
    9 Jan, 2019 02:50pm

    I could not agree more.  We have rolling admissions and this would be a fabulous addition! 

  • Sarah Bienvenue commented
    9 Jan, 2019 02:46pm

    Hi everyone, as of this morning, you can now choose which contracts you want to generate or regenerate, which means you can leave edited contracts as is. 

  • Karintha Marshall commented
    14 Nov, 2018 05:37pm

    Commenting to co-sign Alexander Taft's suggesstion - that would be a really efficient workaround.  After the formal enrollment season launch I really don't need to generate several contracts at once, I'm doing one-offs. 

    I do see value in having a mass override generate feature,  so maybe this suggestion if/when implemented can be adjacent to the current functionality.  Like you click the Generate Contracts button,  and then you get a prompt asking if you want to override contracts generated on or before a certain date.  you can put in a date or choose the other option which would be to ovverride everything. 

  • Ash Smelkinson commented
    6 Jun, 2018 03:07pm

    Or just include better "logic" for fees in the contracts themselves.

  • Guest commented
    25 Apr, 2018 04:37pm

    This is also a major issue for us. We do need to universally require a fee and include other info but also have many exceptions (to various fields) and many families who re-enroll or enroll late or outside of normal timeframe. A fix for this would be huge for us. It is a very clunky process right now, keeping a separate spreadsheet of all exceptions and having to re-input exceptions on outstanding contracts each time we generate a new contract of a given type. 

  • Guest commented
    19 Mar, 2018 12:42pm

    I agree this is a huge pain. The workarounds are not ideal (impersonating a user or creating a new version of a contract) and are not the best solutions for audit purposes.

  • Guest commented
    20 Feb, 2018 07:24pm

    Oh my yes this would be so helpful.  We generate alot of one contract.  I like the idea of button on the individual edit assigned contract model.

  • Candace Chesler commented
    9 Feb, 2018 07:12pm

    Idea 128 should be merged with this one

  • Guest commented
    1 Feb, 2018 02:03pm

    The erasure affects any change to an individual student's contract.  If you add a fee to a student's contract, the fee will be erased if you regenerate the contract form before parents view/sign the contract.  Nightmare!

  • Alexander Taft commented
    1 Feb, 2018 01:50pm

    Bulk generation is a great tool, however, reality tells us that there will always be one-offs. A "generate contract" button on the individual edit assigned contract modal would be ideal!  Something like this: https://screencast.com/t/aV8XPj8yA8

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