Back to School Success with Enrollment
This checklist helps school districts prepare, test, and launch PowerSchool Enrollment forms for a successful back‑to‑school enrollment season. It is organized by the project phase and aligned to the PowerSchool Enrollment Form Launch process.
Phase 1: Getting Ready (Pre‑Planning)
Confirm project access
- Access your Enrollment project in CollabHub (TaskRay)
- Review assigned tasks, due dates, and overall project timeline
Review Enrollment tools & features
- Explore Form Builder tools (fields, layout, logic)
- Review Workspace features: rules, tags, permissions, approval criteria, and views
- Identify any add‑ons in use (School Locator, localization, payments, etc.)
Plan internal roles & ownership
- Identify district owners for forms, data review, approvals, and communications
- Confirm who will validate SIS data, notifications, and payments
Register for support resources
- Enroll in PowerSchool Enrollment: Ask the Experts webinars
- Bookmark Enrollment Help & Community resources
Phase 2: Form Revisions & Configuration
Update enrollment forms
- Add, edit, or remove form fields
- Adjust layout for clarity and ease of use
- Refresh additional content sections (instructions, descriptions, FAQs)
Review logic and rules
- Verify ShowIf and RequireIf conditions
- Update filters, rules, and tags for routing and processing
Validate data consistency
- Review and update dropdown lists
- Confirm grade, school, and status values align to SIS
Update print templates
- Ensure printed outputs reflect updated form content
- Confirm formatting and required signatures are correct
School Locator (if applicable)
- Update boundary files and school assignments
- Test locator accuracy
Phase 3: SIS Data Import Preparation
Finalize all form revisions
- Complete all form changes before data import begins
Communicate mapping changes
- Notify your PowerSchool Specialist of any new or updated field mappings
Verify SIS readiness
- Confirm key SIS fields are accurate:
- sched_nextyeargrade
- sched_nextschool
- Validate student statuses, contact sequences, and school assignments
Review imported data
- Check completeness and accuracy after import
- Confirm correct grade and school rollovers
Phase 4: Testing & Quality Assurance
Test end‑to‑end enrollment flow
- Complete test submissions as a guardian/user
- Validate logical flow from start to submission
Verify system functionality
- Notifications: emails go to correct staff
- Pre‑filled data displays correctly (if enabled)
- Submission saves correctly to Workspace
User experience check
- Mobile‑friendly layout
- Clear instructions and field labels
- Minimal confusion or unnecessary steps
Payments (if applicable)
- Confirm fees calculate correctly
- Test payment processing and confirmation
Workspace review
- Submissions stored correctly
- Staff can locate, filter, and process forms
Phase 5: Go‑Live
Open enrollment forms
- Change status from Closed to Open in the Enrollment Dashboard
Confirm public access
- Test live form link
- Verify accessibility from district website or communication channels
Prepare internal staff
- Share processing expectations and timelines
- Confirm permissions and access levels
Communicate with families
- Announce enrollment opening
- Provide clear instructions and support contacts
Phase 6: Post‑Launch & Ongoing Support
Monitor early submissions
- Check for data issues or workflow bottlenecks
- Validate notifications and approvals
Use support channels
- Submit support cases via the PowerSchool Support Portal as needed
- Engage with Community resources and product updates
Track project health
- Keep CollabHub task statuses updated
- Document lessons learned for next enrollment cycle
Pro Tips for Back‑to‑School Success
- Build in extra time for testing—especially after last‑minute form changes
- Keep form language parent‑friendly and concise
- Validate SIS data early to avoid enrollment delays
- Assign one district owner for final sign‑off before go‑live
Outcome: When all checklist items are complete, your district is fully prepared for a smooth, accurate, and family‑friendly back‑to‑school enrollment experience.
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