Document Upload Options (OLR) (Prime)
PATH: Census > Online Registration > OLR Set Up > Document Upload
This functionality is available to districts who have purchased Online Registration as an add-on service. For more information, contact the appropriate Client Executive.
The Document Upload functionality for Online Registration allows for a district to choose where the uploaded documents will be uploaded to within Infinite Campus once the application is approved and posted.
These are the four default document upload options that Infinite Campus has created for districts:
- Immunization record
- Transcript/Report Card
- Proof of Residency (i.e. Utility Bill)
- Birth Certificate.
A document such as a utility bill will be uploaded for each student in the application upon posting.
Document Upload Options (OLR)
Online Registration Workflow
|Step||Campus Location||OLR Standard|
|Calendar and Enrollment Management|
|1.||calendars for the next school year||X|
|2.||Roll enrollments forward for the next school year.||System Administration > Student > Enrollment Roll Forward||X|
|3.||Review the grade levels associated with each calendar, and if desired, mark the Exclude from Online Registration Calculations checkbox.||System Administration > Calendar > Calendar > Grade Levels||X|
|Online Registration Setup|
Create school years for Online Registration.
|System Administration > Data Utilities > Multi-Language Editor > Language Groups||X|
|6.||Enter language translations that display on Online Registration panels.||X|
|7.||Enter language translations that display on Online Registration panels in the dropdown lists.||X|
|8.||letters to send to parents announcing acceptance or denial based on their applications.||X|
|9.||Create approval/denial statuses.||X|
|10.||Census > Online Registration > OLR Set Up > OLR Set Up||X|
|11.||Select.||Census > Online Registration > OLR Set Up > OLR System Settings||X|
|12.||Enter registration dates for each school.||Census > Online Registration > OLR Set Up > Registration Window by School|
|13.||Set Document Upload Options.||Census > Online Registration > OLR Set Up > Document Upload|
|14.||Modify fields that appear on pleats using the OLR Builder.||Census > Online Registration > OLR Set Up > OLR Builder||X (limited functionality)|
|15.||Create desired pleats.||Census > Online Registration > OLR Set Up > Pleat Setup|
|16.||Create Notifications.||Census > Online Registration > OLR Setup > OLR Notification Editor|
|17.||Reference the OLR Information Center to view links to OLR tools.||Census > Online Registration > OLR Setup > OLR Information Center||X|
|Review the Configuration List Editor to verify the appropriate options are in the dropdown lists.||Census > Online Registration > OLR Setup > OLR Configuration List Editor||X|
Student Application Entry
These articles are intended for the parents/guardians entering the registration information. All articles can be saved as a PDF and given to the parent, or made available on the district website. See the Enter Applications article for information on accessing OLR and other important information.
|21.||Enter Household Information.||Portal > Online Registration > Household||X|
|22.||Enter Parent/Guardian Information.||Portal > Online Registration > Parent/Guardian||X|
|23.||Enter Emergency Contact Information.||Portal > Online Registration > Emergency Contact||X|
|24.||Enter Other Household Children.||Portal > Online Registration > Other Household (non-enrolled children)||X|
|25.||Enter Student Information.||Portal > Online Registration > Student||X|
|26.||Review and complete student registration.||Portal > Online Registration > Completed||X|
|Process and Analyze Applications|
|27.||View applications that have been submitted by year or school and by status.||Census > Online Registration > OLR Dashboard||X|
Search for applications by status and begin review and approval of them.
|Census > Online Registration > Staff Processing, Student Processing, Health Staff Processing, Parent Information||X|
|29.||Run the Audit Reports and Summary Reports.|
Census > Online Registration > Audit Reports
Census > Reports > Online Registration Summary
|30.||Census > Online Registration > OLR List Bank Replacer, OLR List Value Updater||X|
|31.||When necessary, mass re-post registration data.||Census > Online Registration > Mass Re-Post Applications Data|
|32.||Review the Data Change Tracker tools to track OLR information being added to Campus.||System Administration > Data Change Tracker||X|
This functionality is only available for OLR Prime users.
Document Upload Options
|Doc Upload Enabled||This enables this kind of document to be uploaded during Online Registration.|
Denotes when the document is active. Options include New, Existing, or New and Existing.
When Existing is selected, applications can be submitted through the Campus Portal for the active years.
When New is selected, applications can be submitted via the kiosk and email links.
When New and Existing is selected, applications can be submitted through the Campus Portal for the active years, and applications can be submitted via the kiosk and email links.
|Document Name||The name of the document.|
|Document Type||Indicates the type of document. For OLR documents, choose Person.|
When this is marked, every Online Registration application requires the uploaded document.
Best practice for this field is to NOT require a document to be uploaded, as not every parent would have the ability or knowledge to do this.
When the digital repository is enabled, choose to what tab the document posts.
Digital Repository preferences must be set for all of the tabs to show for the district.
Unique Code (No Special Characters)
Identifies the document once it's uploaded. This is usually the same name as the document or its location in the application.
|Sequence||When multiple document uploads are available on one pleat, choose the order in which the document upload buttons appear.|
Location in Application
|Allows the district to place the document upload button in a certain area of the application.|
|Parent Field and Codes of parent to show|
The Parent Field and Codes of parent to show are conditional options that only display based on a previous question in the application. For this to occur, set the Parent Field to the field that triggers the upload, and enter a value in the Codes of parent to show field to the values that require a document to be uploaded.
Existing families, who may have changed addresses, can complete the following process to establish proof of residency:
These steps trigger the appearance of a checkbox in the application (Student(s) Primary Household → Home Address → This home address listed is no longer current). When the checkbox is marked, an upload button appears.
See the Document Upload article for additional information on how to upload documents into Campus.