Overview
This article will detail the online recommendation experience from the perspective of the parent or student sending a request from the Finalsite Enrollment Parent Portal. Click here for more articles on Online Teacher Recommendations.
How-To: Send Recommendation Requests from the Parent Portal
To allow families to send recommendation requests from the Parent Portal, you must first have an online recommendation form set up and linked to a checklist item.
When a parent logs in to the Portal and clicks into the checklist for one of their students, they will see any recommendation forms listed with a blue Send Request button next to them. The parent explanation for the checklist item will also display directly below it if you want to provide further instructions to families here.
Clicking the Send Request button will show a window where the parent can type in the name and email of the person they want to complete the request. This window will also list the name and apply grade of the student for whom the request is being sent.
After clicking the blue Send button, a confirmation message will appear at the top of the page indicating that the request has been successfully sent and that an email will be sent to the parent once the recommendation is completed. Please note: This email will be sent to the email address associated with the Parent Portal Account that the parent is logged into when they send the request.
As soon as the teacher submits the recommendation form, the associated checklist item will be marked as complete (with date of submission) on the parent and admin side checklist.
How-To: Edit or Resend Recommendation Requests
Once the parent has sent the initial recommendation request, they will have some additional options and information on the recommendation checklist item:
Parents can click View Details to see the details (i.e. status, teacher name and email, and date sent) of the most recent request sent, as well as any past requests. Status will be one of the following:
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Sent: Email request has been sent, but teacher has not yet started filling out the recommendation form.
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In Progress: Teacher has started filling out the recommendation form but has not yet submitted it.
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Completed: Teacher has submitted the recommendation form. The checklist item will also be checked off in this case.
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Canceled: Request was withdrawn due to a new request being sent. See section on editing a recommendation request below for details.
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Declined: Teacher declined to complete the recommendation form. A Decline Reason will be listed underneath the status in this case.
Editing a Recommendation Request
The Edit Request option can be used to send a request to a different teacher or email address. Please note: Sending a new request will automatically cancel the previously existing request for that recommendation. If you want families to request multiple teacher recommendations, you will need to set up separate online forms and checklist items for each. If the teacher clicks on the link to complete a recommendation that has been canceled, they will be notified that the request has been withdrawn.
Once the new request is sent, a confirmation message will appear at the top of the page indicating that the previous request has been canceled and the new one has been successfully sent. An email will be sent to the email address associated when the Parent Portal Account once the recommendation is completed.
Resending a Recommendation Request
The Resend option can be used to send a follow-up email to the teacher the most recent request was sent to, reminding them to complete the recommendation for the student.
This reminder email can be edited from the Email Templates page in Finalsite Enrollment, under the Request Emails heading. Click here to learn more about recommendation-related email templates.
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