Josh Fulton

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  • Admissions Checklist

    Overview The Admissions Checklist is comprised of the items that a parent needs to complete in order for their student to be considered a status of Application Complete, as well as the items that y...

  • Creating & Using User Schedules

    Overview To better organize your calendars, you can create a variety of Schedules to categorize them. Please note: Schedules are internal-facing only, and parents cannot see the scheduling type of ...

  • Assign Reader Permissions to Users

    Overview During the Review Process, you may have current Finalsite Enrollment users that are part of the review process or other staff members such as teachers that are part of the review process. ...

  • Assign Readers to Candidates

    Overview Readers are assigned to candidates by Admin or System Admins with Admissions permissions. They can be assigned individually from the student record, or, in bulk on the Applicants Workflow ...

  • Scoring a Candidate as a Reader

    Overview When a reader logs in, they will be presented with their Review List Page, which will show all outstanding candidates left to be reviewed within the “My Assigned Reviews” tab and any compl...

  • Review Committee

    Overview The review committee often meets multiple times during the reading season to make decision recommendations for students.  They may have the final say over the decisions that were made, or ...

  • Review Settings: Documents for Review

    Overview The Documents for Review setting contains Checklist Items, Notes, and Activities which can all be custom set according to your Review process for that year. How you've managed your Admissi...

  • Duplicate Contact Matching

    Overview The Duplicate Contact Matching page is where you can identify potential duplicate contacts in your Finalsite Enrollment site, and merge them either individually or in bulk. Duplicate conta...

  • Review Settings: Rating Criteria

    Overview Your Rating Criteria consists of the specific Rating Categories - the items your readers will use to evaluate candidates - and the associated Scoring Scales for each of those categories. ...

  • Review Settings: Preliminary Decision Types

    Overview Preliminary Decisions are used within the Review Committee to make recommendations or decisions about candidates without changing their overall status within the Finalsite Enrollment syste...