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Identifying Guardians from Manage in Enroll
Identifying Guardians from Manage in Enroll

When using the integrated products, you may need to identify records that originated in Manage for reporting or other purposes

Teddy Hook avatar
Written by Teddy Hook
Updated over a week ago

We make it easy to recognize guardians in Enroll that came from Manage!

How it Works

Any time Manage creates a new guardian record in Enroll, two special tags are added:

  • Inquiry Type is set to "Unified Integration"

  • Guardian Source is set to "Unified Integration"

This clearly marks the data as coming directly from Manage, rather than an organic Enroll guardian.

Using Tags in Reporting

You can now create reports in Enroll filtered by:

  • Inquiry Type โ‰  "Unified Integration"

Or:

  • Guardian Source โ‰  "Unified Integration"

This excludes any records from Manage.

Both tags allow properly reporting on just organic Enroll data.

Identifying the source of records is vital for accurate reporting. These two simple tags make it easy to see which guardians came from your unified Manage integration.

Let us know if you have any questions!

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