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Then save

In FM - Nextsteps

  • NOTE: If the orientation session has passed, change intent to enroll to no but leave them in the orientation session. Do not delete orientation data.

  1. UpdateAction field - choose Change Intent to No from drop-down menu. This will automatically create a note in the General Notes field

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***If the student wasn’t enrolled in an orientation session then remove that verbiage from the email to to the student

***If we change an intent to no after the orientation session, remove the verbiage in the General Notes section that says "removed from session.”

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Email student back:

Example:

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