Good Afternoon,

The enhancement request is stemming from disconnect in Enrollment Management to Tuition Management. The situation is, when a school requires 2 signatures on a contract, the schools do not consider that contract complete, and the student fully enrolled until the second signature has been completed. The challenge here is that when a deposit is required, the process is to create a Tuition Management account, process and apply the payment. This is to remain in PCI compliance. This however, this then creates a disconnect for the admissions department, as they are not counting the student/s in this situation as enrolled, but the business offices look at the active accounts and are counting them.

I think the enhancement request here would be for a new enrollment bucket of "Contract Validation in Process" So we would have , Deleted, Pending, Waitlist, Active and the hybrid "Contract Validation in Process " . I think this would be an all or nothing situation setting. Meaning if a school would like to used the holding feature , we would set that under day one settings, and all contracts that have payments would end up there. No payments, I think can still go to pending as that by default means something is not completed.

In a perfect world, when the second payer is added to the account, the system would automatically move the account from that queue, into active. This should assist with keeping EM in Synch with Tuition Management for audit and balancing purposes.

Thank you for your consideration.