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.

  1. From the persona menu, select Enrollment management.

  2. On the dashboard, select Needs Checklist in the To Process bar across the top.

  3. Select the appropriate candidate from the left-hand column. This loads their profile on the main screen.

  4. Add a checklist from the dropdown.

  5. If the candidate should be assigned to a particular staff member, select the appropriate staff member from Admission Staff.

  6. If this is a new user, make sure to enable the checkbox saying the user is unique.

  7. Once finished, select Process.

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.

  1. Go to the candidate's detail page. You can do this by selecting the candidate's name, which then takes you to what looks like their profile.

  2. From the checklist menu of the profile, select Change Checklist.

  3. Select the appropriate checklist.

  4. Select Save.