| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Enrollment Settings | May 22, 2024 | 0.5 |
This article was developed to describe all of the sections on the Enrollment Settings page, found by clicking on the Enrollments tab and then clicking on Settings in the Navigation Bar (see the image below).
The enrollment settings are used to set up automatic status changes based on the enrollment process, set requirements for enrollment, and also some automation based on payment processing. The steps required to complete the Enrollment Settings page are listed below.
1. Set File Type - after clicking on the Enrollments tab and clicking Settings on the navigation bar, select from the dropdown menu shown below the file type whose enrollment setting you wish to adjust. You may set up different enrollment settings for each file type you manage. Our example is the Student Loan File Type.
2. Status Change - Here, you can set automatic workflow status changes triggered by steps of the enrollment process. You will want to consider these options when creating a custom workflow. These settings are based on the current Stages/Status in the Workflow for the File Type in your CRM.
3. Workflow Settings - This section defines requirements for submitting a contact for enrollment. Adjust these settings depending on your process and service.
Example: If you are doing standard enrollments with payment processing, ensure that "Require Plan" and Require Comp Template" are checked.
Description of Settings:
Require Plan - Requires an Enrollment Plan to be saved to the contact before they can be enrolled. Please do not disable this setting to prevent contacts from enrolling without your pricing. (On by Default)
Require Bank - Requires Bank Account details be saved on the Client Dashboard before a contact can be enrolled.
Require Credit Card - Requires Credit Card details be saved on the Client Dashboard before a contact can be enrolled.
Require Either Bank or CC - Requires Bank Account OR Credit Card details be saved on the Client Dashboard before a contact can be enrolled. (On by Default)
Require Debts - Requires Debts be added to a contact before they can be enrolled. (Only applicable to Non-Debt Settlement File Types. Debt Settlement always requires Debts before an enrollment plan can be keyed for a contact).
Require Submit - Requires a contact to be submitted in the CRM for internal underwriting, before contact can be enrolled. (On by Default)
Require Contract To Submit - Requires a document be attached to the "Signed Contract / Gateway Authorization" section of the embedded "Docs" tab of the client dashboard before a contact can be Submitted.
Require Contract To Enroll - Requires a document be attached to the "Signed Contract / Gateway Authorization" section of the "Docs" nested tab (i.e., subtab) of the client dashboard before a contact can Enroll.
Allow Reject - Adds option to "Reject" a contact from Underwriting after the file has been Submitted for internal Underwriting.
Require Approval - Requires that a file, after being Submitted, must be Approved, before the contact can be Enrolled. (On by Default)
Require Secondary Approval - Adds a second Approval step, to occur after an initial Approval, before a contact can be Enrolled.
Require Inc/Exp - Short for "Income/Expenses." Requires Budget Analysis be keyed in for a contact before they can be enrolled.
Enforce Required Fields - Enforces in-take form fields marked as "Required to Submit." Without this, fields will be marked as required but not enforced by the CRM.
Require Comp Template - Short for "Compensation Template" (related to Fee Splits). This setting requires selecting a comp template before a contact can be enrolled. Do NOT disable this setting to prevent fees from being calculated incorrectly. (On by Default).
4. Company Assignment Setting - Requires companies to be assigned based on type before the assigned step in the enrollment process. These items are dependent on existing company types within your CRM.
5. Role Assignment Settings - Requires the user to be assigned to a contact based on the user's role before the assigned step in the enrollment process. These items are dependent on existing roles in your CRM.
6. Payment Settings - Sets automated actions based on the result of a transaction.
Pause On NSF - Automatically Pauses client in the case a transaction is returned.
On Pause - Sets automatic status change based on a contact being 'Paused'
On Resume - Sets automatic status change based on a contact being 'Resumed'
On Returned Payment - Sets automatic status change when the transaction is Returned.
On Error Processing - Sets automatic status change based on when an error is processed.
Auto-Assign Debit Subtype - Automatically assigns Subtype to Debit Transactions.
7. Inter-Account Sharing - NOTE: This setting is NOT enabled by default for account users. Please contact your account manager for more information if this feature is required.
The inter-account sharing feature adds a dropdown for dynamically selecting which account the enrollment plan should load from. It includes a checkbox to enable inter-account plan sharing and an input box where account identification numbers can be entered.
Article Version History:
| Version | Effective Date | Description |
| Basic | 12/23/2016 | Initial Release |
| 0.1 | 08/01/2022 | Formatting Tweaks and screenshot refresh |
| 0.2 | 05/31/2023 | Added header and version control footer; Replaced company references with Forth for rebranding. |
| 0.3 | 06/02/2023 | Added an extra sentence at the end of Items 2, 3, 4, 5, and 7. |
| 0.4 | 05/22/2024 | Minor Grammatical Updates, no subject matter changes. |
| 0.5 | 06/13/2024 | Added Description of Workflow Settings options. |
| 0.6 | 06/21/2024 | Formatting update to Section 3 "Workflow Settings"; refreshed the first screenshot to improve readability. |