(301) 947-7380
99.987% uptime·0 security breaches·35+ years in education·Built and supported in the U.S.
Posted September 03, 2019
Configuring Admissions Checklist Process
1. Configuring Action Category if necessary.
2. Configuring Actions using an Action Category with the correct action entity type for the Action.
3. Configuring Evaluations and Configuring Action (Evaluation Sections)
4. Configuring Admissions Recommendations Process
5. Configuring Admissions Event Sign-up Process
6. Adding Test Data
  - Go to Admissions > Inquiries/Applicants > click “New” to create a new inquiry record
  - Add all actions that you will be using for your Admissions Checklists and their filters by Recording Inquiry Action for the newly created inquiry.
7. Creating DAT Filters for the Admissions Checklist
8. Configuring Admissions Checklist
9. Associate Admissions Checklist Actions
Update

Back with the ATLIS Community

1 min read · Updated May 04, 2026

Was this article helpful?

Your feedback goes to the team that maintains this article.

Thanks. We use this to improve the article.

Still have questions?

Live chat is staffed weekdays 8 am to 7 pm ET. Tickets get a response within one business day.

Open a ticket

New to PCR Educator?

If you landed here from a search and want to see what PCR can do, the demo is the fastest way in. Thirty minutes, no commitment.

Book a demo
PCR Educator
School Operations Platform

One platform for K-12 schools, higher education, performing arts institutions, and health science programs since 1989.

PCR Educator on Capterra: 4.7 out of 5 stars
Platform
    Solutions
      Resources
        Company
          © 1989-2026 PCR Educator, Inc.Silver Spring, MD · U.S.A. · (301) 947-7380