Admissions managers and staff can use the Work List task to search for candidates using specified criteria. For example, managers/staff could create a work list to view all candidates who are applying for a particular grade; or they could create a work list to view all candidates who have or have not submitted the online application.
From onBoard, select Lists and then select Work List.
Select New Work List, enter a name, and select Save. Adjust the list and select Save Changes.
To rename a worklist, on the work list's row, select the name and enter your changes.
To make additional changes, select Edit on the row. Enter your changes and select Save Changes.
Use filters to limit the results of a work list to only the results relevant to what you're working on. For example, filter the list to show candidates whose checklist items have been scheduled or started.
From a work list, select + Criteria.
Select the types of information you want to use to limit the work list results.
Note: You can only filter based on inquiries if you already migrated your inquiry forms to be onBoard inquiry forms. For information, refer to onBoard Inquiry.
Select Apply. The criteria appear above the list.
For each criteria, select View Options.
The options vary based on the specific criteria. For some criteria, you might limit the work list because on a value or a range.
Select Run Results.
Note: Infosnap applications are not included in work list results.
To control which columns of data appear, select Output Columns and choose up to 8 columns of data.
After result appear, select a column header to sort the list by that column. Select the column header again to reverse the sort order.
On the row which shows the number of results in the work list, select which information you want to initially view.
Select a candidate's name.
You can select Previous or Next to view additional candidates. The other candidate records also open to the selected tab.
You can add an official note to the active candidates in a work list.
From the work list, select Compose Official Note.
Select candidates from the list.
Select the type of official note.
Enter a subject.
Write a note.
Send the note immediately or Save As Draft for later.
To use data from a work list in a mail merge or in another spreadsheet application (such as Microsoft Excel), from the work list select Export. The data is downloaded to your local computer as a comma separated value (.csv) file.
To generate mailing labels for use in printed communications, based on the results of the work list, select Mail Labels. For details, refer to Mailing Labels.
On the work list's row, select X.
On the work list's row, select the current Status. Then select Active or Inactive.