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Posted July 28, 2026

Recording Inquiry Action

There are multiple ways to record inquiry actions.
- Recording Inquiry Action - Individual

- Recording Inquiry Action - Bulk

- Recording Inquiry Action - by Evaluator

- Importing Inquiry Action

Note: Many types of inquiry actions may be recorded indirectly. For instance, when a parent inquires on the CMS Parent Portal, an initial action is assigned to the inquiry when they press the submit button. When the parent submits the Application Online, another action is applied when they press the submit button. Actions may also be scheduled or applied automatically based on the Admissions Checklist an inquiry is associated with.

Note: For actions linked to an admissions event, the action edit popup includes an Alternate ID field. Staff typically enter this identifier when the applicant checks in for the event. The value is shown on the Evaluations screen and on the “Score Evaluations” grid (see Scoring Evaluations - Bulk), and it is replaced when the applicant receives a new identifier at a later event.

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1 min read · Updated May 04, 2026 Article

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