Flow: admission to enrolment

From a parent's online application to a fully enrolled, invoiced student — one unbroken flow across Admissions, the SIS and Fees, with no re-keying between teams.

Parent / applicantAdmissions (CRM)Students · SIS (ep_core)Fees & financeParent portal1Submit onlineapplication2Lands in pipeline asapplication3Review, interview,offer4Accept the offer5ep.student recordcreated6ep.fee.assignment +first invoice7Portal access:timetable, fees, news
Admission to enrolment — Admissions hands data to SIS; SIS triggers Fees and the portal.

Under the hood

  1. The public /apply form writes an ep.admissions.application in ep_admissions_crm.
  2. Staff move it through the pipeline (inquiry → application → interview → offer → accepted).
  3. On enrolment the application creates an ep.student (in ep_core), carrying names, contacts and documents.
  4. Assigning the student to a class attaches an ep.fee.assignment for the academic year, which raises the first ep.fee.invoice.
  5. Portal access is granted; the family now reads the same record the school does.

Objects exchanged

StepSource modelCreates / updatesIn module
Apply/apply controllerep.admissions.applicationep_admissions_crm
Enrolep.admissions.applicationep.studentep_core
Billep.fee.structure for the classep.fee.assignment + ep.fee.invoiceep_fees

Edge cases

  • No fee structure for the class yet: the student is created but no invoice is raised until a structure exists — configure structures before enrolling.
  • Re-admitting a leaver: the original ep.student is reused (history preserved), not duplicated.
  • Sibling: guardians are linked so the family sees all children on one portal and one statement.
One click — Accepting an offer can create the SIS record, attach the fee structure and send the welcome pack in a single action.
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