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Allow user to upload files to a checklist even after enrollment
Once a candidate is enrolled, if a school still needs a few files (such as immunizations) from the, it would be nice if checklists continued to allow file submissions. This idea is similar to, but not the same as: https://blackbaudk12.ideas.aha.io...2 Unlikely to implement
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Add withdraw (withdrew) to the drop down options for checklist items, in particular for the application checklist item.
This would be helpful so that the proper application status in reports could be tracked beyond the hard coded options (complete, awaiting, in-process, waived) that do not accuratly describe the application status when a parent withdrws the student...1
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Checklists: Add capacity to create and assign Faculty checklists
We would like to be able to create checklists specific to Faculty tasks, such as faculty onboarding and annual tasks and training. Add role of Faculty to choices for assignment.0
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Checklist: ability to set a step as 'waived' by default
While our checklists include some items that are necessary in corner cases, a majority of our candidates don't need them. We would rather that these steps START OFF as waived, and then change it to 'AWAITING' if they need it. Or alternatively, giv... -
Ability to select one Application for a Checklist
The current problem is that if a school has multiple application forms for the same grade levels and the application type is added to a checklist step, then a dropdown menu of forms appears for the student/parent to select from and complete if an ...0
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Schedule visits without checklist - need public-facing calendar that allows multiple visits
We'd like the ability for people to schedule a visit or event through a calendar and not through a checklist, in the way that products like Slate allow. We have a LOT of candidates who attend an Open House or Student Visit Day or Campus Visit when...3
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Adding a file submission to a checklist should append an entry if it already exists.
If a Candidate has a school already entered on their profile and then they submit a transcript the onBoard > Process > File Submission task will fail because there is an existing school of the same name. This task should append to the exis...2
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Add a description to Candidate Lists
If there could be a text box for a description to save along with a candidate list, this would allow a place for instructions/a description of the saved candidate lists to aid all personnel who have access to the candidate lists. ie. If we create ...1
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Optional Checklist Options should not influence progression to next Milestone
This year we added a few optional checklist items which are only viewable by our Admissions staff (i.e. "Send Learning Support Brochure"). Our Admission team checks off the step if they send the brochure but it's not really a step that we would "w...0
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Admissions checklist reminder when date is manually adjusted
Please implementation of a feature that allows for the automation of reminder emails when a checklist date is manually changed from the global due date. As an example, if the global due date is set to 10/31 and the date is manually changed to 11/3...0