Create a List of Sources

The inquiry form can capture the way an inquiry came to the admissions office (Internet, Phone Call, Walk in, etc.) Inquiries that prospective families fill out online should be attached to the “Web Based” source. When an admissions staff or admissions manager is creating an inquiry on behalf of a family, she can select a source.

To use the source field, admissions managers must first enter the inquiry sources (Internet, Phone Call, Walk in, etc.)

Warning: After a source has been used on an Inquiry Form, it will be locked and cannot be deleted.

  1. From the persona menu, select Enrollment management.

  2. Next, select Admissions, Admissions setup, and then Inquiry Forms App.

  3. Select Sources on the right side of the screen.

  4. Fill in the following:

    • Source: Enter the name of the source.

    • WebBased: Only one source can be marked as “Web Based”.

    • Select Add.

  5. To continue adding sources, repeat Step 4.

  6. To re-order the list, hover your cursor over an item, then select and drag and drop to the new location.

  7. When done, select Save to save all of the changes.

  1. From the persona menu, select Enrollment management.

  2. Next, select Admissions, Admissions setup, and then Inquiry Forms App.

  3. Select Sources on the right side of the screen.

  4. Hover your cursor over the Source and select Edit.

    • Select in the box to edit.

  5. When done, select Save to save all of the changes.