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Admissions Checklist Action
Admissions Checklist Action
Admissions Checklist Action
The
Admissions Checklist
Action
s are actions which appear for the inquiries who qualify for the
Admissions Checklist
. To add or change actions for an
Admissions Checklist
, navigate to Admissions > Maintenance > Checklist
Action
s. You need the Admissions Full role to access this page.
Checklist
is the current
Admissions Checklist
you want to modify.
Action
Order
determines the order that the actions appear on an
Admissions Checklist
when the selected sort order is set to
Action
Order (as opposed to the default one which is by Date).
Note
: If an inquiry qualifies for many
Admissions Checklist
s, then the actions may be mixed together if some actions have the same order in different
Admissions Checklist
s.
Hide From Checklists
allows an action to be associated with the
Admissions Checklist
, but not be shown on the checklist or on the
Notification Trigger - Inquiry Missing Actions
template.
Example
: This is used for actions like an optional Open House event. An Open House action must be associated with an
Admissions Checklist
in order for the action to be an option for parents of inquiries on the CMS Apply Online. The action would have the “Parent” role and be hidden from the admissions checklist.
Previous
Action
works in conjunction with
Action
Due In ___ Day(s)
to automatically apply the action once the previous action is recorded.
Note
: The previous action must be completed before this action is automatically scheduled.
Example
: You want to automatically send a follow-up email 10 days after a parent inquires. You could set up an “Inquiry Follow-up Email” action with a suitable email template, and specify that this action's
Previous
Action
as the Inquiry Received action and the
Action
Due In ___ Day(s)
is 10.
Note:
An action that is added through an
Enrollment Profile
will not trigger the checklist. For example, if
Action
A is configured to be due 3 days after
Action
B and if
Action
B is added through an
Enrollment Profile
, it will not trigger
Action
A.
Required #
is the number of required selected actions for the selected checklist. This setting is typically used for
Evaluation
actions determining how many actions of that type must be completed for the inquiry.
Example
: You have an Applicant Interview action. Each applicant is interviewed twice. Specify the
Required #
as 2, and the
Admissions Checklist
shows two instances of the action to be filled out.
Note
:
Action
s may appear in more than one
Admissions Checklist
. If an action appears in more than 1 checklist, and the
Required #
is 1 in all associated checklists, the action only needs to be completed once to satisfy each checklist.
See also
Notification Trigger - Inquiry Missing Actions
Admissions Checklist
Notification Trigger
Enrollment Profile
Evaluation
Action
DAT
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