Page cover

Create Custom Enrollment Fields

You can add, modify, and delete the custom enrollment fields.

Custom enrollment fields allow you to extend the types of data that is collected and stored with enrollments. In an organization, you can customize the enrollment fields default value. If a default value is set then that value is used for new enrollments. Custom enrollment field values can also be set by an administrator or by the student if the field is included in a student input assignment.

When a field is defined it can be shared with sub-organizations. The default settings for the field can be customized at sub-organizations and it can be customized in each section within the organization.

Only an Administrator** ** has the privilege to edit the values of the custom enrollment fields.

The custom enrollment field can be saved as different type fields, they are as follows.

Field
Action

Date Field

User must select a date.

Date/Time Field

User must specify a date and time.

Email Field

User must specify an email address in the field.

Number Field

Type a number in the provided field.

Select Checkbox

Check a box next to the appropriate response.

Select Drop-down

Choose your selection from the drop-down menu.

Text Field

Type text in the provided space.

Yes/No Field

Choose either a yes or a no response to the question.

To add a custom enrollment field

Step 1: Click Administration > Manage Campus > Group Tools > Customize > Custom Enrollment Fields.

Step 2: Click the icon.

Step 3: The Add Enrollment Field dialog box is displayed.

\

Step 4: In the Key box, type the key.

The key can only contain letters, numbers, and underscores, and must not start with a number.

Step 5: In the Name box, type the name of the profile field.

Step 6: In the Description box, type the description for the profile.

Step 7: In the Type list, click the field type (Date Field, Date/Time Field, Email Field, Number Field, Select Checkbox Field, Select Dropdown Field, Text Field, or Yes/No Field).

Step 8: Click Save. The new custom enrollment field is saved.

To make the response mandatory for a custom enrollment field

Step 1: Click Administration > Manage Campus > Group Tools > Customize > Custom Enrollment Fields.

Step 2: Click the icon.

Step 3: The Enrollment Field Settings dialog box is displayed.

Step 4: Click the icon.

Step 5: In the Default Value list, enter the value.

Step 6: Select the Is Required check box to make the response mandatory.

Step 7: Click Save.

Customize an Enrollment Field for a Section or Training Plan

Below Syllabus refers to either a Section OR a Training Plan.

Step 1: Place the cursor in the Type a syllabus title.

Step 2: The syllabus title list is displayed.

Step 3: Select the syllabus title for which you need to change the settings.

Step 4: Click the icon.

Step 5: In the Default Value list, click the value.

Step 6: Select the Is Required check box to make the response mandatory.

Step 7: Click Save.

You can repeat these steps for other syllabus.

To modify a custom enrollment field

Step 1: Click Administration > Manage Campus > Group Tools > Customize > Custom Enrollment Fields.

Step 2: Click the icon next to custom enrollment field.

Step 3: The Edit Enrollment Field dialog box is displayed.

Step 4: Modify the values.

Step 5: Click Save. The custom enrollment field details are updated and saved.

To delete a custom enrollment field

Step 1: Click Administration > Manage Campus > Group Tools > Customize > Custom Enrollment Fields.

Step 2: Click the icon next to custom enrollment field.

\

Step 3: The Confirm Deletion dialog box is displayed.

Step 4: Click Delete Enrollment Field.

Step 5: The custom enrollment field is deleted from the NexPort Campus.

You can edit the custom enrollment questions in the Extended Profile tab under Manage Users.

Step 6: You can change the values if they have the Edit Section Enrollments permission.

The order of inheritance is as follows

Subscription Organization and Section Default Value

Subscription Organization Default Value

Closest Ancestor Organization and Section Default Value

Closest Ancestor Section Default Value

© NexPort Solutions 2022. All Rights Reserved.

Last updated