Admissions team and school administrators

Admissions

Before you start: Configure the intake, application requirements and public school page before inviting families to apply.

Open Admissions

Actions depend on your school’s enabled modules, your permissions and the record’s current status.

Find your way around

Pipeline · Enquiries · Intake settings. Select these tabs inside the module; scroll the tab row sideways on a phone.

Admissions module heading and available primary action in ZivoERP — Actual local ZivoERP interface, 14 September 2026. Navigation overview cropped to the module header; school records are outside the image. Select the image to enlarge it.

1. Prepare the intake

Open Admissions → Intake settings.
Review available grades, intake options and required application information.
Save changes and open the school’s public application page.
Check that families can identify the correct intake and required documents.

What to check: The public form reflects the school’s current intake.

2. Capture an enquiry or application

Empty application form with its field labels — Actual empty form in local ZivoERP. No record was submitted. Longer forms can be scrolled to reach the remaining fields. Select the image to enlarge it.

Open Enquiries to record a prospective family’s contact details and enquiry.
For an application, use the create-application action in Pipeline, or direct the family to the school’s public application page.
Enter the child’s details, intended grade, guardian contacts and supporting documents.
Submit or save, and retain the application reference for future follow-up.

What to check: The enquiry or application appears in Admissions with its reference and stage.

3. Screen an application and make an offer

Open the application in Pipeline.
Review learner, guardian and document details; request missing documents using the checklist action.
Select Start screening, then add interview or assessment entries with notes and any score.
When the decision is approved, select Offer a place and confirm.
Review the offer letter and the application’s offer status.

What to check: The application moves to the offered stage; family acceptance is a separate step.

4. Convert an accepted application to a learner

Check that the offer is accepted and any required application-fee information is recorded.
Use the application’s learner-conversion action.
Review the learner details and destination class, then select Create learner.
Open Learners and verify the new record, guardians and class.
Return to Admissions to confirm the application is enrolled.

What to check: The accepted applicant has a linked learner record. Do not repeat conversion if a learner already exists.

1. Prepare the intake

Open Admissions → Intake settings.

Review available grades, intake options and required application information.

Save changes and open the school’s public application page.

Check that families can identify the correct intake and required documents.

What to check: The public form reflects the school’s current intake.

2. Capture an enquiry or application

Actual empty form in local ZivoERP. No record was submitted. Longer forms can be scrolled to reach the remaining fields. Select the image to enlarge it.

Open Enquiries to record a prospective family’s contact details and enquiry.

For an application, use the create-application action in Pipeline, or direct the family to the school’s public application page.

Enter the child’s details, intended grade, guardian contacts and supporting documents.

Submit or save, and retain the application reference for future follow-up.

What to check: The enquiry or application appears in Admissions with its reference and stage.

3. Screen an application and make an offer

Open the application in Pipeline.

Review learner, guardian and document details; request missing documents using the checklist action.

Select Start screening, then add interview or assessment entries with notes and any score.

When the decision is approved, select Offer a place and confirm.

Review the offer letter and the application’s offer status.

What to check: The application moves to the offered stage; family acceptance is a separate step.

4. Convert an accepted application to a learner

Check that the offer is accepted and any required application-fee information is recorded.

Use the application’s learner-conversion action.

Review the learner details and destination class, then select Create learner.

Open Learners and verify the new record, guardians and class.

Return to Admissions to confirm the application is enrolled.

What to check: The accepted applicant has a linked learner record. Do not repeat conversion if a learner already exists.