Reviewing Inquiry Actions From Admin Portal
Posted February 24, 2021
Enrolling an Inquiry creates a student record for the corresponding inquiry. Administrators may need access to student record information captured during the admissions process, which is stored as Inquiry Actions. To review these actions from the admin portal, navigate to Admin > Students > Dashboard and add the Admissions Actions widget.
Note: The Actions Read, Actions Full, or Admissions Evaluator role is required to use this widget.
Note: Each Action may have different Read Roles. To grant access, navigate to Maintenance > Actions, locate the relevant Action, click Edit, enable the appropriate Read Roles, and click Save.
Example: To allow a school registrar to access a Transcript Inquiry Action, navigate to Maintenance > Actions, locate the Transcript inquiry action, click Edit, check the checkbox for Registrar Full, and click Save.
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