Overview

Managing refugee program enrollments involves three main stages of data collection:

1. Creating the Enrollment | 2. Updating the Enrollment | 3. Exiting the Enrollment

This guide will focus on the first stage: Creating the Enrollment. The enrollment date marks the beginning of a client's access to a program's services or benefits. Throughout the enrollment period, intermediary transactional data is collected to assess overall performance outcomes.

Create an Enrollment

To add a program enrollment, follow these steps:

1. Access the Refugee Record
   Find the record in the system.
   Navigate to Refugee Coordination > Enrollments.
   Click on Add New Enrollment.

2. Enter Enrollment Details
   Select the Enrollment Date: The date when the client will begin receiving services.
   Select the Program: Choose the appropriate program for enrollment from the drop-down list. 

3. Relationship to Principal Applicant
   Specify the refugee's current relationship to the Head of Household (re: Principal Applicant). 

4. Select an Assessment
   Click the Search icon to open a new window where you can either:

1. Search for and Select an Existing Assessment

OR

2. Create a New Assessment

This ties detailed assessments/data elements to the enrollment process.

A Master Assessment record compiles various assessments into one process. For instance, an Entry Type Master Assessment will associate data elements recorded during its active period to the entry.

5. Save Your Work
   Once you locate or create the assessment, click Save to return to the Enrollment screen.
   After entering all enrollment details and adding the assessment, click Save again to finalize the enrollment and return to the Enrollments screen.

Manage Existing Enrollments

From the Enrollments screen, you can manage existing program enrollments using the action (…) button next to each enrollment record.

Using Program Eligibility

If your system has eligibility rules configured for programs, you can check a refugee's eligibility as follows:

1. Navigate to Refugee Coordination > Enrollments > Program Eligibility.

2. Programs with eligibility criteria will be displayed by default.
    
3. The system will evaluate the refugee against the eligibility criteria.

4.  Click on any result button to review the details of the eligibility check for a specific program.