---
title: "Automating the Enrolled Person Status"
slug: "automating-the-enrolled-person-status"
tags: ["Student Success"]
updated: 2026-03-05T23:41:14Z
published: 2026-03-05T23:41:14Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Automating the Enrolled Person Status for Student Success

A person record’s **Person Status** is a high-level classification in Slate that uses rules to arrive at a single, easy to query data point.

## Person status

These person statuses are usually mutually exclusive; a person can only meet the criteria for one of the statuses. Using exclusivity groups, every record in your database can be sorted into one of these statuses.

This article shows you how to create a new person status, **Enrolled**, and automate it.

## Step 1 : Creating the *Enrolled* person status prompt

You can create custom person statuses using the `person_status` prompt key.

1. Go to **Database → Prompts.**
2. Select `person_status`.
3. Select **New Prompt**.
4. Set **Value**to **Enrolled.**
5. Select **Save**.

## Step 2: Creating the *Current Student (Set Enrolled)* rule

The first rule in the series of person status rules will set the record as *Enrolled*.

#### Create a new rule

This rule can be created by following the steps outlined below:

1. Click Database in the top navigation bar and select **Rules Editor**.
2. Click **Insert**.
3. Enter the following configurations in the popup window:
  - **Name**- Person Status: Enrolled
  - **Base**: Configurable Joins: Person
  - **Type**: Person Status
  - **Folder**: Person Status
  - **Exclusivity Group**: Person Status (defaulted)
  - **Non-deterministic**: Rule is deterministic and has an exclusive priority
  - **Priority**: 5
  - **Status**: Preview

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/enrolled_person_status_rule_creation_screenshot.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/enrolled_person_status_rule_creation_screenshot.png)
4. Select **Save**.

#### Filter for enrolled students

Now, we filter the rule to return only records that meet the criteria of being a current student.

These criteria may differ from institution to institution, and the following steps are examples only. Get a consensus among your staff on what criteria are required to be an enrolled student.

To create filters that identify enrolled students:

1. On the rule overview page, in Filters, select **Join**.
2. Configure the following settings (these are examples—your database will have different folders and forms):
  - **Join:**Form Responses
  - **Type:**Specific form, events, or template
  - **Folder:**Orientation
  - **Form/Event:**New Orientation Session
3. Select **Continue**.
4. Select **Save.**
5. Select **Filter.**
6. Configure the following settings:
  - **Filter**: New Student Orientation Registration Status
  - **Status**: IN Attended
7. Select **Save**. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(118).png)

#### Set the rule action

In **Action**:

1. Set Status to **Enrolled.**
2. Select **Save**.

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/set_enrolled_rule_active_screenshot.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/set_enrolled_rule_active_screenshot.png)

Repeat this process for as many rules as you require to sort students into statuses according to your needs.

## Step 3: Activating the rules

To activate each rule:

1. On the rule overview page, select **Edit.**
2. Set Status to **Active.**
3. Select **Save**.
4. Select **Save**on the rule’s overview page.
5. Perform a retroactive refresh on all records. This triggers all records to be evaluated by all rules.

**📖 Further reading:**[Retroactive refresh](/v1/docs/overview-retroactive-refresh)