Complete Inquiry for Prospective Family

Admissions managers and staff can complete an inquiry form on behalf of a prospective student/family. For example, a family may call the admissions office, and the inquiry data can be manually collected/entered by an admissions manager and staff.

  1. From the persona menu, select Enrollment management.

  2. Under Admissions, select Admissions management followed by + Enter new Inquiry.

  3. Select the appropriate Inquiry Form and Inquiry Source.

  4. Select Next.

  5. Complete the inquiry form.

  6. Select Next.

  7. Assign the appropriate checklist and admissions staff member (optional) to the candidate.

  8. Review the users to be created

    • Candidate: The default option is to create a new user. If a potential duplicate is identified, you’ll be able to review the duplicate.

      • If the potential candidate listed on the inquiry is a duplicate of an existing user, choose “Update with Existing User Account <existing user’s name>

      • If the potential candidate is indeed a separate user, choose Create New User Account

    • Parent: For each parent, the default option is to create a new user. If a potential duplicate is identified, you’ll be able to review the duplicate.

      • If the potential parent of candidate listed on the inquiry is a duplicate of an existing user, choose “Update with Existing User Account <existing user’s name>

      • If the potential parent of candidate is indeed a separate user, choose Create New User Account

    • Inquiry Form Anomalies: If the prospective family entered information on the application form that does not match existing information on the candidate’s detail page (e.g.financial aid request, current school information), admissions managers and staff can select to overwrite, or in some cases add, the existing information upon processing the application or leave the existing information as is.

    • Other Considerations: Select "Print Inquiry Form" to view the full inquiry in a pdf.

  9. Select Process.