Ability to auto-assign checklists

Add the ability to auto-assign checklists based on responses within the application form. It's problematic that our prospective students need to wait for a person to assign a checklist before completing their admissions requirements, especially considering that they often initiate the application process over the weekend.

  • Laura Forshay
  • May 1 2020
  • Reviewed: Voting Open
Enrollment Management
Employee Name Laura Forshay
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  • Guest commented
    10 Sep 17:43

    This new feature has not saved any time, as far as I can tell. Unless I'm missing something. The only thing it does is populate the checklist and person assigned to, but the home dashboard still shows you have checklists to assign and that number doesn't change until you have processed the inquiry or application. Was hoping that the parent of the candidate could start working on the checklist prior to us processing the application or inquiry because depending on the time of year there might be a delay in the processing of apps and inquiries during peak Admissions season.

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  • Guest commented
    October 12, 2021 16:08

    I would love it if they parents could submit the first part of their application and then get an automatic email with a link to the rest of the application checklist. I would also like to have the system recognize if they need a preschool or elementary or high school checklist.Thanks - I would vote for that.Thanks

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