The Admissions Checklist is the list of items a parent needs to complete (and the items your internal team needs to upload or check off) before a student reaches Application Complete status. Like the Inquiry Checklist, it's dynamic, so different items appear based on rules and what was submitted on the application. Parents see required and optional items in the Parent Portal; admins see required, optional, and internal items on the contact record.
💡Quick Answers
- Where do parents see the Admissions Checklist? In the Parent Portal, after they've submitted an application form. Required items show at the top, with Optional Steps below them.
- Where do admins see it? On the student's contact record (Summary tab). The admin view does not include the parent-facing explanation text, but still groups Required items above Internal and Optional items.
- What kinds of actions can a parent complete on the checklist? Filling out online forms, uploading files, scheduling appointments (when calendars are linked), sending requests for online recommendations or document requests, paying ad-hoc fees or deposits (if you have a payment processor), and marking basic items complete when that option is enabled.
- Can I make a checklist item admin-only? Yes. Set the visibility to Internal in Checklist Management & Settings so it never appears on the parent's checklist.
- Can I limit who on my team can see or edit a checklist item? Yes, using granular permissions. See Granular Permissions for Emails and Checklists.
- Why can't I see the Admissions Checklist on an enrolled student anymore? The Admissions Checklist is only visible for New students. Once a student is rolled over and their enrollment type changes to Returning, the Admissions Checklist disappears from the contact record.
In this Article
Understand parent & admin views of the checklist
Applying families will access the admissions checklist within the Parent Portal after submitting an application form. Internal Admins/Users can access a student's admissions checklist from the summary tab of the contact record.
Admissions checklist: Parent view
The Admissions Checklist, as seen in the Parent Portal, can include detailed descriptions of what each item is and any instructions for what needs to be done in order for that item to be marked as complete. To add these descriptions, update the Parent Explanation within the checklist settings on the admin side.
In the Parent Portal, all required items will be displayed first, and any optional items will be down below under an Optional Steps header.
For applying families, checklist items can be marked as complete after a parent or internal admin/user performs certain actions on them. The following types of actions can be completed by a parent on the admissions checklist, based on the specific settings and checklist items you have available:
- Completing online forms
- Uploading to file upload checklist items
- Scheduling appointments (if enabled in the calendar settings)
- Sending requests for online recommendation forms or document request forms
- Marking basic items as complete (if enabled in the checklist settings)
- Paying ad-hoc fees, application fees, or deposits (for schools with an integrated payment processor)
You may also choose to have any of these items as internal-only or able to be completed by your team only. The admissions checklist setup and rules can be customized to meet the needs of your school's unique process. Read on below for more information on the internal view of the admissions checklist.
Click here to learn more about the parent experience in the Parent Portal.
Admissions checklist: Admin view
The Admissions Checklist, as seen internally on the student's contact record, does not include detailed descriptions for each item like the Parent Portal checklist. However, you will still see a list of Required items at the top, and any Internal & Optional items below those.
Did you know?
You can use Granular Permissions to hide checklist data based on the permission level of the individual user. Adding these permissions allows you to control who can see/edit/view the item and the data related to the item.
To learn more about Granular Permissions, please refer to our Granular Permissions for Email and Checklists article.
The following types of actions can be completed by your internal team on a student's admissions checklist, based on the specific settings and checklist items you have available:
- Completing online forms
- Uploading to file upload checklist items
- Scheduling appointments
- Sending requests for online recommendations or document request forms
- Marking basic items as complete (e.g. "Received Transcripts")
⚠️ Important Note on Admissions Checklist visibility
No longer seeing an enrolled student's admissions checklist? The Admissions checklist is only visible for New students. Once a student has been rolled over into a new term and their enrollment type changes to Returning, the Admissions checklist is no longer visible on their contact record.
Comments
0 comments
Article is closed for comments.