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Assign school form based on decline reason
It would be great to be able to assign an "exit" form for candidates who decline an offer of admission. It would be even better if we could specify the form to the decline reason the candidate/parent selects. Thank you!0
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Connect Enrollment to Checklist Enrollment task
When decision and contract are issued via Data Import the Checklist and Decision section fields are not both checked off as completed. Also when a contract is received it is recorded in the Contract tab but not in the Checklist. This goes for Enro...0
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Please expose 'File Complete' date in a list
We can see the date a file was complete for a candidate/past candidate/student by clicking the status bubble on their contact card in EMS: 1/16/2025 Ready to be Enrolled 1/14/2025 Decision 12/30/2024 File Complete 11/15/2024 Application Pending 9/...1
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Ability to tie checklist steps status together - conditional logic for completing/waiving steps
With the introduction of the SAO, we are finding that the SAO recommendations (files) don't match up with our 'online recommendation' (forms) checklist steps. We were hoping to add an 'SAO recommendation' step to the checklist and then have some l... -
Allow for multiple documents uploaded on transcript request form.
It would be helpful if the recipient of the online transcript request could upload mutiple documents. Often, they are required to combine pdfs to get it all on one file and this is an inconvenience and often requires documents to be exchanged via ...0
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Notification of File Complete Status
We would like to see a notification sent to all applicable admission staff when a candidate switches from "applicant" to "file complete". As of right now, the only other option is to keep a running list of candidates and periodically check on them...0
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Outstanding Items Placeholder Should Only show Available Steps Outstanding
When the outstanding item placeholder is included in an email, it should ONLY show the items that are currently visible to the candidate and NOT the items hidden after a particular step/item has been completed. Our school sets up checklists to go ...0
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Show "Complete/Waived/etc." for Checklist Items that require manual updates
Our school has checklist items that cannot be processed through the current EMS setup (ex: video uploads that exceed file size). We would love for those items to at least pop-up as "Complete" when the status has been updated on the staff side of t... -
Scheduling repeat tours for families
Many families choose to tour or visit campus more than once. However, once they tour that item is checked off on their checklist and additional tours have to be manually scheduled or do not show on their checklist.0
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Checklist needs additional Contract Type Option
Please add another Contract Type in the checklist so that we can set up for a Status to be "Contract Declined" rather than it remaining "Contract Offered", when a candidate declines our offer. Currently there are only two "Contract Types" allowed ...4