If you have set up your digital Enrolment Form, Parents can fill out the Enrolment Form online and the Child and Parent Information will all be populated for you.
Once the parent has submitted the Enrolment Form, the only step you need to do is create the child's Enrolment / Booking / Timetable.
To create the profile manually >
Creating a Brand New Child:
Go to the Children Menu, and click 'Create New'
Keep in mind the below scenarios:
- Search for the child using the search bar, including all filters so that you don't create a duplicate if the child has been here or enquired before.
- If the child is a sibling of an existing child, navigate to the Sibling and click Create New Child to create the second child. This ensures that the that new child will have all contacts automatically linked. For further guidance on Siblings, please see our article here.
If the above is not applicable, navigate to Children, then click the Create New button at the bottom of the list. Here, you can begin filling out the child's information.
- Enter all important information in the fields as required.*
- Under the Centre Details section, click 'Search NSN' and select the correct child per MOE records.
- Enter the Start Date for the child, but do not enter a Leaving Date unless you have confirmed this with the family.
- Click 'Create'.
- Enter the relevant information in the Health tab that appears at the top of the child profile, then click 'Save'.
*Any mandatory information that is not entered will be highlighted in red when clicking 'Create'. This information will need to be entered in order to create the child profile.
Please note: Child records can be created without confirming an NSN number, however without this number, any enrolments created for the child will not show on the attendance screen.
Create a Record for an Unborn Child
In the case where a family has approached your centre to enrol a child that has not been born yet, please follow the steps below:
- If the unborn child is a sibling of an existing child, navigate to the child currently enrolled > Siblings tab and click Create New. This will ensure all the contacts automatically linked.
- If the child has no siblings currently at the centre, you can create a child by clicking Children > Create New and fill out the key child details as above to create the child. You can set the first name as "Baby" and we recommend using the family's surname.
Enter a placeholder (estimated date) for a birth date.
These details can be edited as needed after the child is born.
Once the Child Profile has been saved into Discover, there will be fields across the bottom:
- Delete Child Profile. Please note: this cannot be reversed and should only be used in the case that a duplicate profile has been created. Never delete a profile that has bookings against it or money.
- Download the Enrolment Agreement Form which will hold all data as displayed in Discover.
- Child Profile Report.
- Blank Enrolment Form. This will generate a blank form for families to complete.
- Centre Funding. This is a quick link to the Centre Funding Report for this child.
You will then to need to add in further information about this Child's Profile:
Go to the Contacts Tab
To Create a new Contact Click on Add Contact and fill out all the information required and then click on 'Create'
If the new contact for this child already exists on another account in Discover, click on Add Existing Contact
You can begin typing the contact name into the box and their name will appear
Select the relationship to the child
Tick the permissions required
Click on 'Add'
Then you can go to the Health Tab and enter the Child's Health Information & tick their Immunisations
The next step is to then add in the Child's Enrolment information. For Instructions please go here
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