{"id":3694,"date":"2025-09-18T09:39:06","date_gmt":"2025-09-18T13:39:06","guid":{"rendered":"https:\/\/sites.bu.edu\/sis-training\/?p=3694"},"modified":"2026-03-20T15:44:15","modified_gmt":"2026-03-20T19:44:15","slug":"staff-enrollment-verification","status":"publish","type":"post","link":"https:\/\/sites.bu.edu\/sis-training\/staff-enrollment-verification\/","title":{"rendered":"Staff: Enrollment Verification"},"content":{"rendered":"<p>This resource provides information for staff on how to generate Enrollment Verification information for students. <\/p>\n<p style=\"border-top: 10px solid #669999; text-align:right; margin-block-end: 0px;\"><a href=\"https:\/\/sites.bu.edu\/sis-training\/mybu-student-glossary\/\" rel=\"noopener noreferrer\" title=\"Glossary\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2025\/06\/Glossary-icon.png\" alt=\"Glossary Icon - Click here for MyBU Student Glossary.\" width=\"55px\" height=\"55px\" \/><\/a><\/p>\n<h4 style=\"margin-block-start: 0px;\">Introduction<\/h4>\n<p>Staff with the appropriate access can follow these instructions to generate an Enrollment Verification Report for a student, including how to add an address or notes. <\/p>\n<p>Review the Students: <a href=\"https:\/\/sites.bu.edu\/sis-training\/students-enrollment-verification\/\">Enrollment Verification<\/a> resource to learn about the self-service feature students can use to generate reports for themselves. Note that staff do not have access to that feature. <\/p>\n<p style=\"padding: 10px; margin: 20px 20px 20px 20px; line-height: 1.2; border: 1px solid black;\"> \u26a0\ufe0e Screen options and menus will vary by user; please note that displays may differ for you based on access that has been granted. All screens shown are for training purposes only.<\/p>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Initial Request<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<ol>\n<li>On the Full Site homepage, click on the <strong>NavBar icon<\/strong> on the far right.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_1.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_1.png\" alt=\"The NavBar icon in the upper far right of the Full Site homepage.\" width=\"126\" height=\"78\" class=\"alignright size-full wp-image-6418\"  style=\"border: 2px solid black;\"\/><\/a>If starting from the Dashboard, scroll through the left menu, click to open the <strong>Full Site<\/strong> homepage, then select the NavBar icon.\n<\/li>\n<\/ol>\n<\/li>\n<li>Navigate to: Menu > Records and Enrollment > Enrollment Verifications > Enrollment Verification.\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_2.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_2.png\" alt=\"Selecting Enrollment Verification from the Records and Enrollment tab in the Full Site Menu.\" width=\"308\" height=\"276\" class=\"aligncenter size-full wp-image-6419\"  style=\"border: 2px solid black;\"\/><\/a>\n<\/li>\n<li>The Enrollment Verification Req: Find an Existing Value window will open. To search for a student, enter available criteria and press <strong>Search<\/strong>.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>To save a search for re-use at a later time, press the <strong>Save Search<\/strong> button at the bottom of the window. Click on the <strong>Saved Searches dropdown<\/strong> at the top of the window to use saved searches. <\/li>\n<li>Use the <strong>Recent Searches dropdown<\/strong> at the top of the window to repeat recent searches. <\/li>\n<\/ol>\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_3.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_3-636x262.png\" alt=\"The Find an Existing Value window to complete to Search for a student for the purpose of an Enrollment Verification Request.\" width=\"636\" height=\"262\" class=\"aligncenter size-medium wp-image-6420\"  style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_3-636x262.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_3-768x317.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_3.png 916w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<\/li>\n<li>The <strong>Enrollment Verification Req<\/strong> tab will open.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>If this is the first Enrollment Verification report for this student, only one row will display, listing On Request. Data fields are open for editing. <a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_4.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_4-636x402.png\" alt=\"On Request status showing for an Enrollment Verification generated for a student for the first time.\" width=\"636\" height=\"402\" class=\"aligncenter size-medium wp-image-6421\"  style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_4-636x402.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_4.png 713w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/li>\n<li>If Enrollment Verifications for this student have been generated in the past, these list as Completed and may be viewed either by scrolling through the <strong>arrows<\/strong> or clicking the <strong>View All<\/strong> link at the top of the display. Data fields are greyed out and not editable, but previously run reports can be retrieved again; see \u201cView Report\u201d section below for more information. <a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_5.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_5-636x385.png\" alt=\"The Completed status showing for an Enrollment Verification generated in the past. Fields are not editable in this result.\" width=\"636\" height=\"385\" class=\"aligncenter size-medium wp-image-6422\"  style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_5-636x385.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_5-1024x620.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_5-768x465.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_5.png 1066w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Generate Enrollment Verification<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>If Enrollment Verifications for this student have been previously generated, add a new row using the <strong>plus icon<\/strong>. If there aren\u2019t previous documents, the fields on the page will default for a new entry. <\/p>\n<ol>\n<li>Select the values in the <strong>From<\/strong> and <strong>To Term<\/strong> fields if there are particular Terms the verification needs to run for.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>If no Term is selected, all applicable Terms for the student will generate.<\/li>\n<\/ol>\n<\/li>\n<li>Select the checkboxes to include the desired data on the document: <strong>Current Program<\/strong> and\/or <strong>Earned Degrees<\/strong>. <\/li>\n<li>If an address or note needs to generate on the report, enter that information on the <strong>Address<\/strong> and <strong>Note<\/strong> tabs before clicking Print. Refer to \u201cAddress\u201d and \u201cNote\u201d sections below for more details. <\/li>\n<li>After completing the form fields, and entering any desired information into the Address and Note tabs, click <strong>Print<\/strong>.<br \/>\n<a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_6.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_6-636x345.png\" alt=\"Enrollment Verification Req window\u2019s From Term and To Term fields, Current Program and Earned Degrees checkboxes, and Print button used to generate a new Enrollment Verification.\" width=\"636\" height=\"345\" class=\"aligncenter size-medium wp-image-6423\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_6-636x345.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_6-1024x556.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_6-768x417.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_6.png 1064w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<p>A green banner will display at the top of the page to indicate Saving Page. <\/li>\n<\/ol>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">View Report<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>The steps to open an Enrollment Verification Report are the same whether revisiting a previously run report or continuing after Printing a new report, as explained in the previous section. <\/p>\n<ol>\n<li>In the Enrollment Verification Req window, click the <strong>Report Manager<\/strong> link.<br \/>\n<a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_7.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_7-636x346.png\" alt=\"Clicking the Report Manager link in the Enrollment Verification Req window, to view Enrollment Verification Reports created for a student.\" width=\"636\" height=\"346\" class=\"aligncenter size-medium wp-image-6424\"  style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_7-636x346.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_7-1024x557.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_7-768x417.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_7.png 1067w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/li>\n<li>The Report Manager \u2013 Administration Tab will open.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>In the View Reports For section, select various criteria to search additional reports if needed. Click the <strong>Refresh<\/strong> button to re-compile a new set of filters. <\/li>\n<li>The list of generated reports will default to those compiled within the last day. Adjust the <strong>date range<\/strong> in the View Reports For section to list reports generated prior to the last day. <\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>\u24d8 <strong>NOTE<\/strong>: It\u2019s possible the system may require some processing time for the report to generate if it was just run. If the Report List is mostly blank, the report is still processing. After some time, use the <strong>Refresh<\/strong> button to re-compile. <\/p>\n<ol start=\"3\">\n<li>To view an Enrollment Verification report, click on the <strong>Description report link<\/strong> in the Report List.\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>Each report will be listed with data, including the date and time it was run and its status. Click the <strong>Details<\/strong> link to display a report page that lists system data specific to the processing of the file. <\/li>\n<\/ol>\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_8.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_8-636x361.png\" alt=\"The Enrollment Verification Req Administration tab, displaying search criteria, the search Refresh button, Description report links, and report Details links.\" width=\"636\" height=\"361\" class=\"aligncenter size-medium wp-image-6425\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_8-636x361.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_8-1024x581.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_8-768x436.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_8.png 1216w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<p>The Enrollment Verification report, including the requested data, will open as a PDF in a new tab and can be downloaded or printed. <\/p>\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_9.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_9.png\" alt=\"Example of an Enrollment Verification Report PDF.\" width=\"528\" height=\"408\" class=\"aligncenter size-full wp-image-6411\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_9.png 528w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_9-400x308.png 400w\" sizes=\"(max-width: 528px) 100vw, 528px\" \/><\/a><\/p>\n<p>To return to the Enrollment Verification page, click the <strong>Go back to Enrollment Verification Req<\/strong> link, below the Report List in the Report Manager.<\/p>\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_10.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_10.png\" alt=\"At the bottom of the Report Manager page Report List, the link to Go back to Enrollment Verification Req.\" width=\"624\" height=\"127\" class=\"aligncenter size-full wp-image-6412\" \/><\/a><\/li>\n<\/ol>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Address<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>The Address tab in the Enrollment Verification Req window allows for selection, or entry, of an address. This will generate at the top of the report. <\/p>\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_11.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_11.png\" alt=\"Example of an Enrollment Verification report with an address entered to display at the top of the report page.\" width=\"551\" height=\"225\" class=\"aligncenter size-full wp-image-6413\" \/><\/a><\/p>\n<ol>\n<li>Click on the <strong>Address<\/strong> tab before the report is generated via the Print button on the Enrollment Verification Req tab, as explained in the \u201cGenerate Enrollment Verification\u201d section above.<\/li>\n<li>Either select or enter an address:\n<ol type=\"a\" style=\"margin-left:1rem;\">\n<li>To select an existing address for the student, click on the <strong>Send to Requestor<\/strong> checkbox, verify the name that populates the <strong>Send to<\/strong> Field. and choose the <strong>Address Type<\/strong> from the dropdown menu.\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_12.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_12-636x378.png\" alt=\"Using the Address tab to select a pre-defined address for sending an Enrollment Verification report, by checking the Send to Requestor box and selecting an address from the Address Type dropdown.\" width=\"636\" height=\"378\" class=\"aligncenter size-medium wp-image-6414\" style=\"border: 2px solid black;\" srcset=\"https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_12-636x378.png 636w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_12-1024x609.png 1024w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_12-768x457.png 768w, https:\/\/sites.bu.edu\/sis-training\/files\/2026\/02\/staff_enrollment_verification_12.png 1066w\" sizes=\"(max-width: 636px) 100vw, 636px\" \/><\/a><\/p>\n<p>Verify details in the window that pops up and click <strong>OK<\/strong> to return to the Address tab with the address populated. Use the <strong>Edit Address<\/strong> button if further changes are required.<\/li>\n<li>To enter an address that does not exist in the system for the student, type the desired information in the <strong>Send to<\/strong> and <strong>Country<\/strong> fields, then click the <strong>Edit Address<\/strong> button to open a new window with blank address fields for entry.\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_13.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_13.png\" alt=\"The Edit Address window for adding or updating an address for an Enrollment Verification report.\" width=\"477\" height=\"331\" class=\"aligncenter size-full wp-image-6415\" \/><\/a><\/p>\n<p>Click <strong>OK<\/strong> to return to the Address tab with the full address populated.<\/p>\n<p>The address will now be included on the report generated by going back to the <strong>Enrollment Verification Req<\/strong> tab and clicking <strong>Print<\/strong>, as explained in the \u201cGenerate Enrollment Verification\u201d section above. <\/p>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Notes<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>The Notes tab allows for entry of any comments related to this request. Notes will generate below the enrollment information on the report. <\/p>\n<p><a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_14.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_14.png\" alt=\"Example Notes section at the bottom of an Enrollment Verification report.\" width=\"624\" height=\"131\" class=\"aligncenter size-full wp-image-6416\" \/><\/a><\/p>\n<ol>\n<li>Click on the <strong>Notes<\/strong> tab before the report is generated via the Print button on the Enrollment Verification Req tab, as explained in the \u201cGenerate Enrollment Verification\u201d section above. <\/li>\n<li>Enter the note into the <strong>Enrollment Verification Notes<\/strong> text box.<br \/>\n<a href=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_15.png\"><img loading=\"lazy\" src=\"\/sis-training\/files\/2026\/02\/staff_enrollment_verification_15.png\" alt=\"The Enrollment Verification Notes text box, for entering a Note before generating an Enrollment Verification report.\" width=\"513\" height=\"316\" class=\"aligncenter size-full wp-image-6417\" \/><\/a><\/p>\n<\/li>\n<p>The note will now be included on the report generated by going back to the <strong>Enrollment Verification Req<\/strong> tab and clicking <strong>Print<\/strong>, as explained in the \u201cGenerate Enrollment Verification\u201d section above. <\/p>\n<p><strong>TIP!<\/strong> An example of a Note may be to indicate that English is the instruction language: \u201cThe language of instruction at Boston University is English.\u201d <\/p>\n<p><\/div>\n<\/div>\n\n<p style=\"margin-bottom:1rem;\">Page last updated February, 2026. For a PDF copy, print this page as a PDF.  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>This resource provides information for staff on how to generate Enrollment Verification information for students. Introduction Staff with the appropriate access can follow these instructions to generate an Enrollment Verification Report for a student, including how to add an address or notes. Review the Students: Enrollment Verification resource to learn about the self-service feature students [&hellip;]<\/p>\n","protected":false},"author":1183,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[43,45],"_links":{"self":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/3694"}],"collection":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/users\/1183"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/comments?post=3694"}],"version-history":[{"count":11,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/3694\/revisions"}],"predecessor-version":[{"id":6952,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/posts\/3694\/revisions\/6952"}],"wp:attachment":[{"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/media?parent=3694"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/categories?post=3694"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sites.bu.edu\/sis-training\/wp-json\/wp\/v2\/tags?post=3694"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}