Josh
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Articles
Recent activity by Josh-
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...
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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 ...
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Duplicate Household Matching
Overview The Duplicate Household Matching page is where you can identify potential duplicate households in your Finalsite Enrollment site, and merge them either individually or in bulk. Duplicate h...
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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...
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Review Settings: Candidate Cover Sheet
Overview During the Review Process, you can customize which fields of information display on the Cover Sheet of the online Review packets, which is used to capture any key information on the studen...
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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...
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Review Settings: List Columns and Filters
Schools can customize what columns and filters they want to show in their Review list pages. This is important for the committee meeting where you would like to have both the scores that were coll...
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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...
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Checklist Management & Settings
Overview Checklists are central to driving your workflows in Finalsite Enrollment. This article will go over how to configure checklist items and their settings. For a general overview of checklist...
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List Page Filters
Overview The Admissions and Enrollment List Pages are a great way to see the status of your admissions and enrollment contacts, and perform a variety of bulk actions. Some examples include download...