Worksheet

Enrolment step tracker

One page with six columns, one for each step from enquiry to first instalment. Rows are individual applicants. Each cell holds a date and initials, and a final column shows the learner ID and receipt number once the learner is enrolled.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Admission to first fee: a step by step enrolment workflow”, www.gullysystem.com/blog/admission-to-first-fee-a-step-by-step-enrolment-workflow