Bulk Complete Items

The Bulk Complete Items task allows the staff member to complete items on the checklist for a group of candidates.

To bulk complete a checklist item:

  1. From the persona menu, select onBoard.

  2. Select Bulk Complete Items task under Candidate.

  3. Select the appropriate filter options:

    1. Admissions Staff

    2. Entering Year

    3. Entering Grade

    4. Status

    5. Checklist

    6. Checklist Item

  4. Select Next.

  5. Select the appropriate data collection type.

  6. Select candidates, choose Completed and enter the Completion Date.

  7. Choose Next, review information and select Save & Exit.