Assign student forms on going by role rather than individual student

With a rolling admissions process, each student that is enrolled after the student forms have been assigned must be added as a User Regarding in order to have access to the form.  If the forms could be assigned by role, then all students that meet a certain criteria - year enrolled and grade level as an example- could be swept into the User Regarding rather than having to add each individually (and potentially miss a student) as then complete the enrollment process.

  • Guest
  • Aug 6 2018
Blackbaud Enrollment Management
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  • Peggy Lehman commented
    August 24, 2020 15:17

    I am circling back to this as I have once again missed a student whose status was not fully updated when I swept in the grade level to a form. It is very cumbersome and time consuming to have to add each new student to a form. A role-based assignment would be great. I don't mind refreshing the role - I do mind having to track each student to see of they were properly included on the form.

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  • JT Amirault commented
    August 07, 2018 21:13

    I love this idea! Just today had to assign some more forms to those last few newly enrolled students.

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