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Products
Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
Why PCR Educator
Team
Knowledge Base
FAQ
Training and Support
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School CRM
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Recording Inquiry Action - Individual
Recording Inquiry Action - Individual
Recording Inquiry Action - Individual
Navigate to Admissions > Inquiry/Applicants > Details > Checklists. You need the Admissions Read or Admissions Full role to access this area of the Admissions module and the
Action
s Full or
Action
s Read role to access this page.
Note
: The system shows/records actions for the selected
Admissions Checklist
academic year. The academic year dropdown appears in the upper right corner of the page.
Locate the appropriate
Admissions Checklist
action and click the “Schedule” or “Complete” checkbox. Alternatively, if the action is not in the
Admissions Checklist
, choose the appropriate item from the
Action
dropdown at the bottom of the page and click the “Add” button.
Note
: If you choose an Email action, you have the opportunity to edit the email to be sent.
Note
: If you choose an
Evaluation
action, additional section and score fields are available. The
Evaluation
Site
dropdown is customized by
Configuring Action (Evaluation Sections)
Note
: If you choose a Mail action, you have the option to generate and print the associated document.
To upload a file attachment, click on the paper clip image in the files column.
To delete an action, click the link of a scheduled or completed action, and click the “delete” button.
Note
: If the action scheduled an email to be sent in the future, deleting the action does not delete the email notification job. The notification job must be deleted separately.
Note
: You can change the sort order from
Action
Date to
Action
Order using the dropdown on the top left.
See also
Configuring Action (Evaluation Sections)
Admissions Checklist Action
Admissions Checklist
Configuring Action
Evaluation
Action
DAT
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select
Administration - Database Manager
Administration - Head of School
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IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
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PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.