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Checklists

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.

To add checklists:

  1. From the persona menu, select onBoard.

  2. Select Checklist under Settings, then select Add or Copy.

  3. Enter Checklist Description.

  4. Add additional Milestones if needed. 

  5. For each checklist milestone, enter:

    1. Additional steps if necessary.

    2. Description

    3. Status Change (No Change, Entering Milestone, Exiting Milestone)

    4. Candidate Status (ex. Applicant, File Complete)

  6. Select Save.