The Enrollment Info section stores the student’s school placement, enrollment history, grade level, program, and year-end rollover instructions. Administrators can review the student’s current enrollment, add or update enrollment records, record an exit, assign accommodations, and determine what should happen to the student during the next school-year rollover.

The Rolling/Retention Option is especially important because it determines whether and how the student will continue into the next academic year.

Navigate to Enrollment Information

1. Log in to openSIS.
2. Select the required school and academic year.
3. From the left navigation menu, expand Students.
4. Select Student Information.
5. Search for the required student.
6. Select the student’s name.
7. Under Student Details, select Enrollment Info.

Navigation: Students > Student Information > Student’s Name > Enrollment Info

Review School and Enrollment Information

The School & Enrollment Info section may display:

• Enrollment Calendar
• Rolling/Retention Option
• Section/Cohort
• Estimated Graduation Date
• Advisor/Counselor/Sponsor
• Special Education Indicator
• ELL/ESL/ESOL/LEP Indicator

Below this section, the current enrollment card displays information such as:

• School year
• School name
• Enrollment date
• Enrollment code
• Student profile
• Grade level
• Program

Understand the Enrollment Calendar

The Enrollment Calendar determines the school calendar associated with the student’s enrollment.

The calendar may control or support:

• School attendance dates
• Instructional days
• Holidays
• Academic scheduling
• Other date-based student functions

Select the calendar that applies to the student’s school or program. If the institution uses only one calendar, the student may use the default calendar.

Understand the Rolling/Retention Option

The Rolling/Retention Option determines whether and how the student will roll over into the next academic year.

Available options include:

Next Grade at Current School

The student will roll over to the next grade level at the current school.

Use this option for a student who is expected to continue normally at the same school in the following year.

Retain

The student will roll over at the current school but remain in the same grade level.

Use this option when the student is expected to repeat the current grade during the next academic year.

Do Not Enroll After This School Year

The student will not roll over into a new enrollment after the current school year.

This option may apply when the student:

• Is graduating
• Is leaving the institution
• Will not return for the next year
• Should not be included in the next-year rollover

Use the appropriate exit information when the student’s current enrollment must also be formally concluded.

Enroll in Another School

The student will roll over into another school during the next academic year.

Use this option when the student will continue within the organization but at a different school. Select the destination school and related enrollment information when the system requests it.

Important: Review the Rolling/Retention Option before completing the year-end rollover. An incorrect selection may place the student in the wrong grade or school, retain the student unnecessarily, or exclude the student from next year’s enrollment.

Review Section or Cohort

The Section/Cohort field associates the student with a configured section or cohort.

Select the applicable value when the institution groups students by homeroom, intake, graduating class, academic group, or another configured structure.

Record the Estimated Graduation Date

Use Estimated Graduation Date to record when the student is expected to complete the applicable academic program.

This date may support graduation planning, progress monitoring, and institutional reporting. Update it when the student’s expected completion timeline changes.

Assign an Advisor, Counselor, or Sponsor

The Advisor/Counselor/Sponsor field connects the student with an applicable staff member.

1. Select Edit Information.
2. Open the staff-selection field.
3. Choose the appropriate person.
4. Save the record.

The available staff members depend on the institution’s configuration and the user’s access.

Record Accommodations

The available accommodation indicators include:

• Special Education Indicator
• ELL/ESL/ESOL/LEP Indicator

Select the appropriate indicator when the student has the applicable verified status.

These fields should reflect institution-approved student records. Do not select them based on an assumption or informal observation.

Review the Current Enrollment

The enrollment card summarizes the student’s active enrollment for the displayed school year. Review:

• The school name
• The school year
• The effective enrollment date
• The enrollment code
• The grade level
• The program
• The assigned profile

A New enrollment code, for example, identifies the type of enrollment recorded for the student according to the configured enrollment codes.

Review Enrollment History

Expand Enrollment History to review previous and current enrollment records.

The table may include:

• School Year
• School Name
• Profile
• Enrollment Details
• Program
• Grade Level
• Exit Date and Code

Enrollment History provides a chronological record of where and when the student was enrolled. It supports traceability across academic years, schools, grades, programs, and exits.

Edit School and Enrollment Information

1. Open the student’s Enrollment Info page.
2. Select Edit Information.
3. The School & Enrollment Info tab will open.
4. Update the required school-level information.
5. Review the enrollment records.
6. Select Save.

Select Cancel when the changes should not be saved.

Add Enrollment Information

Use Add Enrollment Info when another enrollment record must be entered.

The available fields may include:

• School: The school associated with the enrollment.
• Grade Level: The student’s assigned grade.
• Enrollment Date: The effective start date.
• Enrollment Code: The reason or type of enrollment.
• Program: The applicable program, when used.
• Profile: The student’s assigned user profile.
• Exit Date: The effective end date, when applicable.
• Exit Code: The reason for leaving the enrollment.

To add an enrollment:

1. Select Add Enrollment Info.
2. Select the required school.
3. Select the Grade Level.
4. Enter the Enrollment Date.
5. Select the Enrollment Code.
6. Select a Program, if applicable.
7. Confirm the Profile.
8. Enter Exit Date and Exit Code only when appropriate.
9. Save the record.

Record an Exit

When the student leaves a school enrollment:

1. Open the enrollment record for editing.
2. Enter the Exit Date.
3. Select the correct Exit Code.
4. Review the Rolling/Retention Option.
5. Save the changes.

The exit date and code should accurately reflect the institution’s records. Recording an exit is different from disabling the student’s portal account.

Review Historical Enrollment Information

The edit page may include a Historical Enrollment Info tab. Use it to review or maintain enrollment information from earlier periods when supported.

Historical records should be updated carefully because they may affect transcripts, reports, attendance context, and other student history.

Verify Enrollment Changes

After saving:

1. Return to the Enrollment Info view.
2. Review the current enrollment card.
3. Expand Enrollment History.
4. Confirm the school year, school, grade, program, and dates.
5. Verify the Rolling/Retention Option.
6. Correct any inaccurate information before the year-end rollover.

Important: Enrollment changes affect multiple academic and administrative processes. Verify the student, school, year, grade, dates, codes, and rollover decision before saving.