Convert Inquiry to Student

Use this workflow when a prospective student confirms admission.

Before you start

Make sure the target academic year and section already exist.

Step-by-step guide

1. Go to Admissions > Admission Inquiries.
2. Open the inquiry action to convert it.
3. Enter Admission Number.
4. Select Gender and date of birth.
5. Choose Academic Year.
6. Choose Target Section.
7. Select Convert & Enroll.

What SmartAcademy does in the background

The backend checks the inquiry has not already been converted, creates the student record, creates the enrollment record, links it to the organization, and records the conversion in audit logs.

Tips

• Use a unique admission number.
• After conversion, complete the student profile, guardians, documents, and fees.

Related pages

• Student profile, documents, and medical info
• Student fee assignments