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Posted February 04, 2019
Recording Inquiry Action - by Evaluator
As an Evaluator, to record an Admissions
Evaluation
for an inquiry navigate to Admissions >
Evaluation
s > 9
Evaluation
s. You need the Admissions Evaluator role to access this page. Locate the desired Inquiry and
Evaluation
, and click the “Review” link.
Note
: By default, only inquiries who have a checklist for the current admissions year (or later) and do not yet have the number of required reviews completed show up for the evaluator.
If the evaluation has not yet been started, click the “Start” button.
The “Save” button allows you to record information without completing the evaluation.
The “Undo” button cancels the evaluation and discards any saved data. To resume the evaluation after an “Undo,” click the “Start” button.
The “Submit” button finalizes the evaluation.
Note
: Once the evaluation is submitted, you cannot make any more changes.
Note
: Change where you enter the evaluation information by using the buttons in the top right of the entry section. You may place the entry section on the left, right, or bottom of the page.
Note
:
Evaluation
s also appear as actions on the
Admissions Checklist
.
See also
Admissions Checklist
Evaluation
Action
DAT
Platform
Student Information (SIS)
Finance & Operations (ERP)
Admissions & Advancement (CRM)
Intelligence
AI - Human in the Loop
Portals
Solutions
K-12
Higher Education
Performing Arts
Health Sciences
International Schools
Religious and Parochial
Camps and Auxiliary
Customers
Resources
vs Veracross
vs Blackbaud
vs Ellucian
SIS vs ERP vs CRM
State of School Operations 2026
Insights
Company
About
Careers
Press
Contact