Manage Checklist Items
Admissions managers and staff can mark steps as Awaiting, Requested, Waived, Scheduled, Started or Completed on a candidate's checklist or via the record. It is important to mark steps as "Completed" so the candidate can move through the checklist milestones. If a staff member determines that a non-required checklist step does not need to be completed, they can mark the step as Waived.
Note: Steps marked as Required cannot be waived
Prospective families can view which of their checklist steps have been marked as Completed on their admissions progress page.
Tip: You can expand or collapse the current checklist by selecting the arrow icon next to the Checklist Name.
Manage checklist steps for a candidate:
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Go to Checklist in the candidate's admissions profile .
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Select Awaiting, Requested, Waived, Scheduled, Started, or Completed for the appropriate checklist item. You can also update or adjust previously set checklist steps by using the dropdown and selecting a different option. This is valuable for situations where something needs to be redone.
Note: When an admissions manager waives a checklist step, the prospective family will see that step set as Waived. Made a mistake? Switch the status back to Awaiting or Started to make the waived step active again.
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If necessary, update the Due date or the Completed date.
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If necessary, enter notes for the checklist item by selecting the yellow paper icon to the left of the step.