Create New Inquiry

Admissions managers and staff can complete an inquiry form on behalf of a prospective student/family. For example, a family may call the admissions office, and the inquiry data can be manually collected/entered by an admissions manager and staff.

To create a new inquiry:

  1. From the persona menu, select onBoard.

  2. Select Create New Inquiry under Candidate.

  3. Select the appropriate Inquiry Form and Inquiry Source (optional).

  4. Select Next.

  5. Complete the inquiry form.

  6. Select Next.

  7. Assign the appropriate checklist and Admissions Staff member (optional) to the candidate. 

  8. Review potential duplicate candidates. Select New User to create a new candidate record in the database, or select the existing candidate's name to merge the records in the database.

  9. Enter a Username for the candidate (optional).

  10. Select Next.

  11. Review potential duplicate parents. Select New User to create a new parent record in the database; select the existing parent's name to merge the records in the database; or select Skip to prevent the parent record from being created in the database.

  12. Enter a username for each parent (optional).

  13. Select Next. 

  14. The candidate profile will be created automatically.