Assign Checklists to Candidates

A checklist must be assigned to each candidate in order for the candidate to move through the admissions process. Checklists can be assigned to candidates when you Process Inquiries or Process Applications.

If the candidate has used the Create Account feature, checklists can be assigned to candidates in the Needs Checklist task.

Alternatively, checklists can be managed from Admissions, Admissions management, Needs Checklist as well. All available checklists can be selected from the left column, which then opens it in full. Make any necessary changes, and then select Process to process the checklist changes.