Checklists
Admissions checklists contain milestones that the candidate needs to complete during the school's admissions process. These are completely customizable by the school to represent events like completing an application form, making initial content with the school, finishing the interview process, making a decision, and more. Once created, schools can also add individual steps associated with that milestone that must be completed during the admissions process.
Admissions managers and staff use checklists to manage candidates' progress throughout the process. Check here for more details on how to add a checklist to a candidate.
Add a checklist:
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From the persona menu, select Enrollment management followed by Admissions.
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Select Checklist under Admissions setup, then select Add or Copy to get started.
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Enter Checklist Description.
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Add additional Milestones if needed.
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For each checklist milestone, enter:
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Additional steps if necessary.
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Description
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Status Change (No Change, Entering Milestone, Exiting Milestone)
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Candidate Status (ex. Applicant, File Complete)
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Select Save when finished.
Tip: Admissions managers can enable a candidate to resubmit an application before it is processed. Use this option when a family contacts you because they need to make changes or additions to the application. From the candidate’s Checklist, select Allow Resubmit. Previous signatures are removed. Candidates should then access their Checklist, find the Application step, and select Continue to edit the application and resubmit it with new signatures. After the application is processed, you can’t enable the resubmission option.
Managing Checklists
Admissions managers can also manage existing checklists through Edit and Copy. With Copy, you can make an exact duplicate of the checklist, which is great for testing things without impacting the other, potentially live version.
The other tool is Edit. As expected, edit allows you to modify or change existing features of the checklist including its settings and step details. You can add steps, milestones, as well as the current order of the checklist. There's a global setting that allows you to auto expand all step details if you want as well.
Adding or editing a step allows you to change settings such as if it is required, hide all steps until the previous step is completed or waived, add a due date, what type of step, and if a staff member needs to be assigned as well.
Notifications can also be set up from here, including ones that trigger to remind or follow up. Under Reminder notifications, create an email or Text/SMS notification that will be sent to individuals who may need a reminder regarding an upcoming due date or something similar. It can be set to inactive as well, if the notification is no longer needed. Follow up notifications are set up the same way and are primarily used for when a step has been completed.