Process Inquiries
When the inquiry form is submitted, admissions managers and staff can view all inquiry data, review potential duplicate users, and create candidates in the database. Administrators can set additional options like assigning a specific checklist or staff member, as well as create new accounts for the user or their parent.
Here's how admissions staff process inquiries:
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From the persona menu, select Enrollment management.
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Select Admissions, Admissions management, and then Process inquiries.
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Select the appropriate inquiry form from this list and the candidate information appears on the main part of the screen including their information such as Entering grade and Entering school year.
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If needed, you can assign the appropriate checklist and staff member to the candidate.
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Enable the Create New User Account to create a new candidate in the database or select Update existing user account to merge the records in the database.
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If this is a new user, you'll need to add their email address.
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Optionally, you can add a parent for this candidate as well. Enable the Create New User Account to create a new parent record in the database or select Do Not create user account to prevent the parent record from being created.
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Once finished, select Process to create the new records automatically. Alternatively, you can select Print Inquiry Form, which opens a new window with a print friendly view of the new inquiry form. Finally, you can select Delete Inquiry Form to completely remove it. Edit Users can modify user information entered on the form. A list of users appears on the left and each can be selected to change data like Prefix, First Name, Home Phone, Data of birth, and more.
Processed inquiries can also be recalled by selecting View History. After a date range is selected as well as the active form, the results display any matching candidates as well as the date in which they were processed. Admissions staff can also select View Inquiry to generate a report of a specific candidate.