Enrollment Type Setup (PAT204)

Use the Enrollment Type Setup screen to create, view, and edit the Enrollment Types that will be used on Patron Account screens. The page appears as shown below:

We'll return to this Search Form in a moment. For now, click Add New to create a new Enrollment Type.

Add New Enrollment Type

Clicking Add New opens the Add New Enrollment Type screen, as shown below:

Use the fields provided to create a name for the Enrollment Type, an abbreviated name, and a Sort Order. Note that Sort Order requires a numeric value. You can also use the check-box provided to set the item's status to Active or Inactive, or to set the item as a Default. Note that if you set a Default Enrollment Type as Inactive, you will not be able to create any Applications until you assign a Default Enrollment Type.

Once you have filled in the required fields, click Save to create the new Racial Type; click Cancel to return to the previous screen without saving.

View and Edit Enrollment Types

Now, let's return to the Search Form.

Use the fields provided to narrow your search by the Enrollment Type's full or abbreviated name. You can also use the check-box provided to display Inactive items as well as Active ones.

Click Search to generate a list of results based on the information you provided. The list appears as shown below:

You can sort the list by name, abbreviated name, Sort Order, and whether the item is Active or Inactive and whether or not the item is being used as a Default. You can also use the icon in the first column of each row to edit the item in that row.

Edit Enrollment Type

Clicking the Edit icon opens the Edit Enrollment Type screen, as shown below:

Use the fields provided to change the item's full or abbreviated name, Sort Order, and Active status. Note that Sort Order requires a numeric value. You can also change the item's status from Active to Inactive; note that you cannot change an item's Default status if it is already set to Default. If you set an item as Default, any other items that were set as Default will no longer be Default. Note that if you set a Default Enrollment Type as Inactive, you will not be able to create any Applications until you assign a Default Enrollment Type.

When you have completed any desired changes, click Save to keep the changes you made; click Cancel to return to the previous screen without saving.

Field Name	Description
Enrollment Type	The full name of the enrollment type as it will appear on lists and patron account screens.
Enrollment Type (short)	The abbreviated name of the enrollment type as it will appear on lists and patron account screens.
Sort Order	The sorting priority for the item. You may only use numeric values when filling this field.
Active	Check this box to make the item active, or leave it unchecked to make the item inactive.
Default	The selected item will be used automatically if no other item is selected.
Display Inactive	Check this box to display inactive items as well as active items.
	Open the Edit window for the selected item.