Enrol children already in the registry in catechism
From the banner in Records, enrol together the minors who are not enrolled in catechism yet, with the same group and fee, without waiting for the families.
Find the banner in Records
Open People → Records. If some minors of catechism age are not enrolled for the year, a banner above the list reads “2 minors in the registry are not enrolled in catechism yet” (the number varies), with the Enrol in catechism button.
It is the natural next step after importing records from Excel: the children you just imported, with their date of birth, are counted here. Anyone already enrolled for this year, even if rejected, is not counted; anyone without a date of birth does not appear.
Choose who to enrol
Select Enrol in catechism. The dialog of the same name lists the minors you can enrol, with surname, first name and age. Use Search by first or last name or Select all.
To enrol a single child you can also start from their row: More actions menu → Enrol in catechism. The dialog opens with that child already selected.
Choose group and fee
In Group you can keep — leave in the preference pool — or pick a group of the year: with a group the enrolment is confirmed, without one it waits for group composition. If the year has no groups yet, enrolments wait.
In Fee choose Cash, Bank transfer or Cheque if the family has already paid, and check Amount per child; choose Due if they still have to pay, or Exempt. Group and fee apply to everyone selected. With a per-family fee, the sibling discount is applied automatically from the second child.
Confirm and check
Select Enrol 2 minors (the number follows the selection). “2 enrolments recorded” appears and the enrolled children are no longer counted in the banner.
If someone was already enrolled for this year, the message says so and that enrolment is not duplicated. You find the new enrolments among the catechism enrolments, where you can compose groups and follow fees.
What you have achieved
- The selected minors are enrolled for the catechism year, in a group or waiting for group composition.
- The fee is paid, due or exempt, as you chose.
Troubleshooting
I don’t see the banner
Check that you have both permissions listed in the prerequisites, that catechism is switched on and that the year is Enrollment open or Enrollment closed. The banner appears only when at least one minor can be enrolled; for a year In progress use the row’s More actions menu.
A child is not in the list
They need a date of birth and an age within the classes of the active paths, with one year of tolerance. If they already have an enrolment for this year, even a rejected one, they are not offered.
I see “…its fee did not reach the ledger: record it from Payments.”
The enrolment is saved, but the payment is not: you need the Manage catechism payments permission. Record the fee from the catechism payments.
Who is counted in a Merged pastoral unit?
In Merged mode catechism is one for the whole unit: the banner counts the minors in the records of every parish of the unit and enrols them in the unit’s year.