Note: As of July 9, 2018, Blackbaud's School Management solutions (which include Core, onBoard, onCampus, onMessage, and onRecord) are utilizing a new top level navigation. This primarily affects users performing administrative tasks-constituent navigation for most parents, students, faculty, and alumni will remain the same. We appreciate your patience as we work to update our documentation. If you are seeing this message, the content of this solution is still being vetted for possible updates. Please refer to this mapping document if you need assistance finding a task in the new navigation.
After candidates finish the admissions process, the Admissions Manager enrolls them using the Enroll/Inactivate task. Step 5 of that tasks lists sending schools which should be considered as transfer schools once the candidate is enrolled.
If Step 5 indicates No sending schools were found, then either there are no sending schools listed for the candidate or there is a sending school but no Grade is indicated for it.
To see if a sending school is listed and a Grade level added:
Go to onBoard Dashboard > People Finder
Look up the candidate and click on their name in the drop down.
Select the Schools tab
If there is a sending school listed, edit the school
In the Edit School window, select the Grade
Save the change
Tip: Once that is done, when you enroll the candidate via the Enroll/Inactivate task, the sending school will appear in Step 5.
Note: The Sending School must be selected under the dropdown in the table and not entered as a School Name (other) or they will not appear under Step 5 of Enroll Candidates