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Create Enrollment Types
Create Enrollment Types

Further categorize contacts enrolled in specific programs

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

You can make specific forms available to contacts by enrolling them into programs, which hold the forms. But what if you don't want all the forms available for all the contacts enrolled in a program?  

Here's an example:  you have an After-school Program running and you're tracking data for students, and also for volunteers who are logging service hours monitoring and teaching for that program.  You don't want the volunteer contacts to have access to assessments that students are doing in that same program.  How do you manage that?  

You assign Enrollment Types!

You will need this feature turned on for no extra charge by your Customer Success Manager, so get in touch if you think this could be a good solution for you. 

Create an Enrollment Type

To create an enrollment type, click on the Program tab on the lefthand navigation menu.  

Navigate to the program you want to create the enrollment types for. On the program's main page, you will see a section called "Enrollment Types", just above your available Activities and Assessments.  

Click inside the Add a new enrollment type box, then type the name of the enrollment type you want to assign. Click the + button to add.  

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