Create Checklist Steps

The admissions checklists contain each milestone and the 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. Via certain steps candidates can find links, downloads and upload documents. 

  1. From the persona menu, select Enrollment management.

  2. Next, select Admissions, Admissions setup, and then Checklists.

  3. Select Add Step to the Checklist type.

    • Add the checklist type for the purpose. This can include options like a Decision, Event, Financial Aid, a School Form and more.

      These items will need to be created before they appear in this list. For example, if School Form is selected as the Checklist Step type, the School Form Type dropdown populates with existing values from your system, and then the School Form dropdown is populated by the matching forms available to that selected Type. If you're not seeing a specific form, double check that it is active within the School Forms section.

    • Add step name.

    • Enter due date. 

    • Set reminder.

    • Select a staff member.

    • If needed, select Yes on Auto-Waive Prior Steps. This allows for all prior steps to be auto-waived upon completion of this step.

    • Select whether it's required or not.

    • Choose Yes/No for candidate publishing options. 

      Use the Hide all option to hide each upcoming checklist steps until the current one is completed or waived. Enable the Candidate Publishing Options setting to reveal the Hide all option.

  4. If you have chosen to publish your step enter:

    • Assign a step name that will appear to the candidate (the default is the step name assigned above).

    • Add a step description (optional).

    • Add a link or file to be downloaded (optional). 

    • Select Yes/No for "Allow Upload" if Age Verification, Family Photo, Interview, School or Test type is enabled.