Enrolment Form Status

How to find Completed Enrolment Forms

Overview

💡You can find Completed, Archived, and Deleted forms by changing the Current Status filter on the Enrolment Form Submissions page!

💻 CRM > Enrolments

The Enrolment Form Submissions page will display a list of Pending forms by default.

  • Change the filter to All Enrolments (or select a specific status) to view a complete list
  • You can enter the name of the parent or child to filter the list by your search criteria

Once a child is created by (or manually linked to) an enrolment form in OWNA, Admin users can view the form from the child's profile in the portal and app.

➜ Viewing Enrolment Forms

Updating/Changing the Status

The status of an enrolment form can be updated or changed based on several processes. When a new enrolment form is submitted, the status is 'Pending'. Then, once a child has been created (or linked), it will change to 'Completed'.

➜ Confirming enrolment forms

Archiving Enrolment Forms

💡Forms cannot be archived once Completed

If you will not be using the form to create a new child or link to an existing child profile but you still wish to store it, you can manually Archive the form:

  1. Click on the blue edit button next to the form
  2. Click the orange Archive button in the top right corner

Deleting Enrolment Forms

Deleted forms will still be stored under the Deleted status filter and can be reverted by clicking Revert Deletion after changing the Current Status filter.
  • Click the red x button next to the enrolment form

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