Brightwheel offers many different student statuses to ensure that all student and school data is maintained: Active, Graduated, Inactive, Removed, Duplicate, Prospect, Toured, Applied, Waitlist, and Enrolled!
Many programs need to retain access to records for billing, taxes, licensing, and other reporting purposes, and brightwheel understands how important it is to always have reliable access to data. With this in mind, deleting or erasing a student profile is not an option. Instead, administrators can use student enrollment statuses to organize and filter out archived students.
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Set & Adjust Enrollment Status
Students' enrollment statuses can be set on their profiles on the web or the mobile app by an administrator. At this time, Managers and Lead Staff can only manage statuses from the mobile app one student at a time. Admins have the ability to make bulk status changes on the web if several students' statuses need to be updated at once. This is particularly helpful at the beginning and end of each school year, calendar year, or seasonal program schedule!
The Active status is recommended for students who are regularly attending a program. There are a few options for students who will no longer be attending the program: Graduated, Inactive, Removed, and Duplicate. For students who may be attending in the future but aren’t attending regularly yet, status options include Prospect, Toured, Applied, Waitlist, and Enrolled. There is no functional difference between these statuses other than for filtering, so administrators can choose to use whichever statuses are the best fit for their program.
Filter by Enrollment Status
Throughout the brightwheel web and mobile apps, filters are applied by default so that only students with Active or no enrollment statuses are displayed. This prevents cluttering of classrooms and avoids confusion. These filters can be adjusted on the mobile app through Room Settings, and on the web as needed.
Archive Student Profiles
Administrators or managers can simply change students' enrollment status to Inactive, Graduated, Removed, or Duplicate to archive them but still preserve their data. This will filter out past students from actively enrolled students by default on any screen while allowing programs to maintain necessary records.
Keep in mind that archiving students won’t automatically remove contacts or impact whether contacts can access or view the profile.
Archiving students allows administrators to retain access to brightwheel data, while also filtering their default view to include only active students. We recommend archiving students from the web platform for a smoother and more thorough experience. Administrators can take the following steps to archive a student’s profile:
Click Edit in the School Details panel
Choose Inactive or any other enrollment status as needed from the list
If the student has an active billing plan, a window will appear offering the option to delete the billing plan
Please note, If there is no option to delete a student's active billing plan while updating a student's status, please reference this article on how to delete a student's billing plan manually.
Please contact our Support team if with any additional questions or for assistance manually deleting a student's billing plan.
6. Use the X to remove all assigned rooms from the Rooms panel
7. Optionally, use the Edit > Remove buttons to remove contacts
Manage Archived Profiles
When archiving students, brightwheel also recommends removing them from any assigned rooms.
Archiving a profile won’t impact whether parents and other added contacts are able to view the profile. If parents remain added to the student’s contact list, they’ll continue to have access to historical messages, activities, attendance data, and billing records even if the profile is archived. If contacts should not have access to this profile, administrators or managers can choose to remove them as contacts from the student's profile. Contacts that are removed will no longer have access to any information, data, or records related to the profile.
If needed, administrators can restore archived profiles at any time by searching for the student’s name and adjusting their status back to Active.