How Can I Manage Settings for Required Enrollment Paperwork in Playground?
Playground offers educators and administrators flexibility in managing enrollment paperwork, configuring requirements, and ensuring document visibility is tailored to the enrollment process. This article provides a comprehensive guide to managing these settings in Playground.
Overview
Enrollment paperwork can be marked as:
Required During Application: Families cannot submit the application until this is completed.
Required After Application: Families must complete the paperwork after submitting their application or upon acceptance.
Not Required: Paperwork is optional and does not appear in the submission process.
Understanding how to configure these options ensures a smoother application workflow while maintaining necessary requirements.
Editing Paperwork Settings
To modify settings for enrollment paperwork (e.g., making documents required during or after application):
Navigate to the Enrollment tab in your admin dashboard.
Locate the enrollment listing and click the ellipsis (...) to access the menu.
Select Edit and proceed by clicking Next: Paperwork until you reach the paperwork section.
Scroll down to view your available documents. Use the dropdown menu next to each document to set them as: - Required During Application - Required After Application - Not Required
Save your changes to apply the updated settings.
Managing Paperwork Visibility
Documents marked as Required During Application are visible and must be completed before application submission.
Documents marked as Required After Application are visible to families only after submitting the application or upon acceptance.
Adjust sharing settings to restrict access to specific classrooms or groups, ensuring only accepted families can view and complete certain documents.
Adding or Removing Paperwork
To add or modify documents linked to an enrollment listing:
Access the Enrollment tab and locate the relevant listing.
Click on the ellipsis (...) and select Edit.
Navigate to the Paperwork section and add additional documents as required.
Save your adjustments.
Custom forms created in Playground cannot be required during the application process. They can only be set to "required after application."
Handling Special Scenarios
If a document is required but a family cannot complete it immediately, you can: - Temporarily switch the document’s status to "Required After Application" to allow submission. - Request families to fill in placeholders (e.g., using "N/A") and update submissions later.
For Fillable PDFs marked as Required After Submission, families can submit their applications first, and the PDF will pull necessary information once populated.
Related Topics
This guide equips users with the steps necessary to manage paperwork settings effectively, ensuring compliance with enrollment requirements while maintaining workflow flexibility.