School Reference Public

Enrollment & Admissions Workflow

The full ERPat School admissions workflow: create an application, auto-populate the DepEd document-requirement checklist, submit, verify or waive requirements, then approve to materialise the section roster (or reject) — with status history and audit at every decision.

Guide version: r1 Module version: 0.2.0 Updated: 2026-07-22 Estimated time: 5 min 1 views
OPERATE THE SYSTEM

Enrollment & Admissions Workflow

Admissions is how a learner becomes an enrolled member of a section for a school year. It runs through an application whose DepEd document checklist must be satisfied before it can be approved — and approval is the single act that materialises the roster. The screen is school/enrollment, gated by school_enrollment with _create/_update/_delete children.

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Application vs. enrollment. An application is the request-and-review record. An enrollment is the learner’s actual roster placement in a section. They are different things — the application produces the enrollment only when it is approved. Before you start, make sure the learner exists and has a verified guardian link (Learners & Guardians) and that the target school year and sections exist and the year is current.

The application lifecycle

Draft
Created; checklist copied in
Submitted
Sent for review
Approved
Requirements met → decision
Enrolled
Roster placement materialised

The states an application can hold are draft, submitted, for_approval, approved, rejected and withdrawn. Approval is the good terminal decision (and creates the roster enrollment); rejection is the other:

Submitted
Under review
Rejected
Decision recorded · audited (warning)

Enrollment types

Every application has an enrollment type describing how the learner is joining. The type (together with grade level) also determines which document requirements are copied into the checklist.

TypeUse it for
newA first-time learner entering the school.
re_enrollmentA returning learner continuing to the next year/level.
transfereeA learner moving in from another school.
balik_aralA learner returning to school after time away.
moved_inA learner who has relocated into the school’s area.

Step 1 · Create the application

Creating an application records the intent and, on save, copies the applicable DepEd document requirements into a per-application checklist — drawn from the requirement catalog by grade level and enrollment type. You do not build the checklist by hand.

FieldRequired?Notes
LearnerRequiredThe applicant.
School yearRequiredThe year being enrolled into.
Grade levelRequiredThe level being applied for.
StrandOptionalFor Senior High School applications.
SectionOptionalA target section; may be assigned later.
Enrollment typeOptionalnew · re_enrollment · transferee · balik_aral · moved_in.
RemarksOptionalFree-text notes.

An application can be edited only while it is draft or rejected. Deleting one needs school_enrollment_delete.

Step 2 · Submit

Submit moves the application forward (draft —or a previously rejected one— → submitted), signalling it is ready for review.

Step 3 · Work the requirements checklist

As documents arrive, update each requirement’s status. This is the gate that stands between submission and approval.

pending
PendingNot yet received.
submitted
SubmittedDocument received, not yet checked.
verified
VerifiedChecked and accepted.
waived
WaivedNot required from this applicant.

Step 4 · Approve — and materialise the roster

Approve (needs school_enrollment_update) is the pivotal act. It is gated: every mandatory requirement must be verified or waived first, otherwise approval is refused with a “requirements pending” message.

When it succeeds, approving does all of the following in one step:

  1. Sets the application approved

    The application status becomes approved.

  2. Materialises the roster enrollment

    Creates the learner’s enrollment record for that school year (status enrolled, with the date enrolled) — unless one already exists for that learner and year.

  3. Caches the learner’s current enrollment

    So the rest of the module (attendance, grades, portals) knows where the learner sits now.

  4. Writes a status-history row and a registrar decision record

    The decision is traceable.

  5. Is audited

    Approval is logged as approve_enrollment.

⚠️
Only approving builds the roster. A learner does not appear on any section register or class record until their application is approved — and approval is blocked until every mandatory requirement is verified or waived. If a learner is “missing” from attendance or grading, the first check is whether their application was approved.

Rejecting an application

Reject (also needs school_enrollment_update) sets the application rejected, writes a decision record, and is audited as reject_enrollment (warning severity). A rejected application can be edited and re-submitted.


The Roster tab

The Roster tab lists the learners enrolled for the current school year — the direct product of approvals. Each row shows the learner, their grade level, their section (or unassigned if none was chosen yet), and the date enrolled. This roster is exactly what feeds the section register in Learner Attendance and the class record in Grading.

Who can do what

ActionPermitAudited?
Create / edit (draft or rejected) an applicationschool_enrollment_create / _updateBase activity log
Submit an applicationschool_enrollment_updateBase activity log
Update requirement statusesschool_enrollment_updateBase activity log
Approve → rosterschool_enrollment_updateapprove_enrollment (info)
Rejectschool_enrollment_updatereject_enrollment (warning)
Delete an applicationschool_enrollment_deleteBase activity log

The workflow at a glance

  1. Prerequisites

    Learner exists with a verified guardian link; the current school year and target sections exist.

  2. Create

    New application → the DepEd checklist auto-populates by grade level + enrollment type.

  3. Submit

    draft/rejected → submitted.

  4. Verify requirements

    Mark each pending → submitted → verified (or waived).

  5. Approve or reject

    Approve (all mandatory reqs met) → roster materialised & audited; or reject → decision recorded & audited.

  6. Confirm on the roster

    The enrolled learner appears on the Roster tab and is ready for attendance and grades.

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