Configuring Admissions Recommendations Process

To set up new recommendations for the CMS Apply Online, perform the following steps.

In the Admissions module:
1. Create an Action using an Action Category of type “Inquiry Recommendation” to represent the recommendation. Note: The actions need to have the read role “Applicant” to be available for parents to request the recommendation. Example: Create an action with the Action Name “Math Recommendation” using the “Inquiry Recommendations” Action Category.
2. Add the action as an Admissions Checklist Action. Note: Parents will only be able to request recommendations for action on Admissions Checklists that their applicant qualifies for.
3. Create Inquiry Action Attributes to record information you will request from the recommending teacher. Note: The attributes will be associated with the inquiry action and do not need to be yearable as the action already has an academic year.
4. Create an Admissions > Actions email template for the recommendation request email to send to the recommender. Note: The “ActionMergeUrl” merge field must be used as the link to access the inquiry recommendation page.
5. Create an Admissions > Actions email template for the thank you email to send to the recommender.

Configuration in the Admissions module is complete. The rest of the setup is in the CMS Apply Online. Note: It is easiest to set up the pages in the reverse order that users access them as each page will need to reference the next page.
1. Create the Recommendation Submitted thank you page. Note: This page should be publicly accessible.
2. Create the Inquiry Recommendation page that the recommender will submit. Note: This page should be publicly accessible. Note: Add the widget Admissions - Teacher Submit Request. Note: Make sure the page has “Attributes Inquiries” checked under the “Data” tab. Note: Use the Updatable - WizardBox to add Inquiry Action Attribute fields.
3. Optional: Create the Inquiry Recommendation Request Thank You page. Note: Instead of sending the parent to a thank you page, you may wish to return them to the Applicant Profile page.
4. Create the Inquiry Recommendation Request page. Note: Add the widget Admissions - Teacher Request Recommendation
5. Add an Applicant Profile widget for inquiry recommendations. Note: Add the widget Admissions Profile - Recommendations

Note: The Apply Online Webinar Part 2 discusses recommendation setup in both the Admissions Module and the CMS Apply Online.

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