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Program Enrollment Statuses (Custom Metadata Type)

Metadata for Program Enrollment status

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Table of Contents

Program Enrollment Statuses (Custom Metadata Type) Info

Program Enrollment Statuses (Custom Metadata Type)


This is used to define the supported program status and the supported feature for each status.

The Program Enrollment Status is closely linked with the 'Program Status' field on the Program Enrollment‍.


Delete

Info

Whenever a new status is added to the 'Program Status' field, you should also update the Program Enrollment Status to avoid any issue.

To edit it, navigate to Setup > Custom Code > Custom Metadata Types > Program Enrollment Status > Manage Records.



The statuses correspond to the options on the 'Program Status' field on the Program Enrollment.

The checkboxes are the logic or 'behaviour' that can be defined for each status to follow.

The image and table here shows the default logic, but you can modify these, or create new custom Status fields using any logic that suits your requirements.


The Program Enrollment Status supports the following:

Field
Description
Status
The Program Enrollment's 'Program Status' custom picklist value to use.
Draft
(Logic)
Check this box if you want a status to follow the 'Draft' logic.
By default, this logic is used by the 'Draft' status.
In Progress
(Logic)
Check this box if you want a status to follow the 'In Progress' logic.
By default, this logic is used by the 'Current' status.

  • Creates PE Groups for the Program Enrollment (based on the Plan Requirement Groups from the Program Plan).
  • Creates placeholder Course Connections for mandatory Plan Requirements.
  • Creates PE Pathways for the Program Enrollment (based on the 'Default Pathway' defined on the Program Plan).
  • Creates Student Fees for the Program Enrollment (if Fee Method = 'Program' on the Program Plan).
  • Creates Application and Deposit Fees for the Program Enrollment (based on the templates set on the Program Plan).
Completed
(Logic)
Check this box if you want a status to follow the 'Completed' logic.
By default, this logic is used by the 'Completed' status.

  • Once all the PE Groups of a Program Enrollment are completed, the 'Program Status' will be completed.
Withdrawn
(Logic)
Check this box if you want a status to follow the 'Withdrawn' logic.
By default, this logic is used by the 'Cancelled' and 'Withdrawn' status.

  • All 'in progress' Course Connections of a Program Enrollment will be set to 'Withdrawn'.
  • Completed Course Connections will not be affected.
Deferred
(Logic)
Check this box if you want a status to follow the 'Deferred' logic.
By default, this logic is used by the 'Deferred' status.
Contribute Credit Transfer
(Logic)
Determines whether Course Connections can be a source for credit transfer, when the Program Enrollment‍ has a particular status that uses this logic.

By default, this logic is used by the 'Completed' and 'Current' status.

In other words, completed Course Connections from a completed or current Program Enrollment can be used for credit transfer.

See also: Auto Credit Transfer‍ and Transfer Credits.
Application Fee
(Logic)
Check this box if you want to create Application Student Fees when the Program Enrollment's 'Program Status' uses this logic.

By default, this logic is used by the 'Current' and 'Draft' status.

A potential use case is to bill applicants the application fee before they are enrolled to a Program. See here for an example.
Deposit Fee
(Logic)
Check this box if you want to create Deposit Student Fees when the Program Enrollment's 'Program Status' uses this logic.

By default, this logic is used by the 'Current' status.
Inactive
Check to disable the configurations made for a status.

In other words, if a label/status is set as 'Inactive', none of its logics will fire when that status is selected on the Program Enrollment's 'Program Status' field.
Completion Requirement Checkbox

(v3.6)

To allow admin to configure the checkbox field to be considered as an additional requirement for Program Enrollment completion.

The checkbox field can be a checkbox custom field or custom formula field.



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