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Mark Waived items as Waived, not Completed
Currently, if a checklist item is Waived, it shows as Completed on the parent view. This has caused much confusion to many parents. An item is waived if it does not pertain to the student, and it showing completed makes it seem like the item has b...5 Implemented
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Online Teacher Recommendation Form
The online teacher recommendation process within the checklist should have an option for an online form. It seems cumbersome for a receiving teacher to download, fill out the form, scan, save, and then upload the pdf to complete the recommendation...59 Implemented
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Allow Candidate Families To Request Transcripts Via The Checklist
Many independent schools do not allow families to upload their own transcript files for admission. We currently use the Recommendation step type and have reworked it so that families can use it to request recommendations from schools and have them...5 Implemented
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When a parent uploads a document, it should say Submitted instead of Completed
Currently, when a parent uploads a document to the Checklist, they see the word Completed (highlighted in green). It would be more accurate and extremely helpful if they instead saw the word Submitted, and then once Admissions has processed the fi... -
Allow admissions staff to re-send recommendation requests directly
Currently, the only way for admissions staff to re-send a recommendation request for a candidate, or to get information about the recipient of the request, is to impersonate the parent. Please add functionality to allow admissions staff to perform...4 Implemented
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View date recommendation form sent to teacher/counselor
It would be very useful to see, from the checklist, the date the parent sent the recommendation to the teacher/counselor. Currently, I have to impersonate the parent to view the date.0 Implemented
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Checklist for Re-enrollment
There is always a list of things that need to be done for re-enrollment. Also, sometimes students leave for a year, and need to re-apply, but can no longer use checklists.3 Implemented
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Find a way to connect School Forms to onBoard for the checklist items
Find a way to connect School Forms to On Board for the checklist items. Currently we have to create Google forms or attach PDFs to be downloaded. It would be great to create School Forms in On Board that could be linked to the Checklists.11 Implemented
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Allow checklists to be used for Re-enrollment.
Currently checklists can only be used for new candidates. It would be helpful to allow a checklist to be assigned to students during the re-enrollment process as well.10 Implemented
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Allow Checklists to be Archived or have filters choose only the checklist that I am working on in columns.
When I am putting together candidate spreadsheets to see who is in progress, even with filters in place, I still have to scroll through all of the old inactive checklist items in the columns. It does not only choose the checklist that I am working...2 Implemented