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Checklist Item one or the other completed to become Applicant
I would like to be able to have either the Parent Interview OR Application Form to completed to become a Applicant in Applicant Status.
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On Self-Scheduling, change the "select a value" wording to better represent appointment.
On the self-scheduler feature on the applicants checklist, it would be nice to change "select a value" to something that is better understood by parents like "available testing times" or whatever the scheduling applies to.1
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The ability to bulk complete items in candidate lists
It would be helpful if we could bulk complete checklist items when using candidate lists. Often we use candidate lists to pull candidates with specific dates of inquiry/applications etc. to complete certain checklists items. It would be nice to ju...1 Already exists
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Bring back: bulk process checklist
Last year I remember that I was able to process in bulk a "checklist item" for all students. This year is only making the status as "completed" and I need to process one by one each student.1 Already exists
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Allow current students to access their own checklist for future years
Most of the students apply to a new classification when they are still enrolled in the school. Current students can't see the admissions checklist. Please add the option to access their own checklist for future years while they are still current s...1 Already exists
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When processing inquiry, and assigning a checklist: if a step-type of Inquiry is included on that checklist, then mark it as Completed
It seems that the 'Inquiry' checklist step-type does not have an automation that would allow it to be marked as 'completed' by the system when you process an inquiry. It is understandable that the checklist is only just-then being assigned, but it...1 Already exists
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Allow Checklist Step Order to be Changed in Milestones
Right now we cannot re-order the items in a checklist, which makes it very difficult to update year as processes and timelines may change year to year. Having to delete the items and then re-add them to be in the correct order is very frustrating....1
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Needs Checklist-update existing user account not applicable
When assigning a check list there is the option to update existing user account but all that is listed in the side by side view is the user ID number and name. Not helpful when you are looking to verify if this is the same person. It can be remove...0
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Allow Multiple Types for a Visit/Interview Slot
Our head of school is only available for 8 given time slots each week for tours and testing for our upper elementary. Some weeks he does more tours. Some weeks he does more testing. We would like to be able to set up the time slots as EITHER tours...0
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Change Order of Event Registration
When there are multiple events for a user to choose from on the checklist, we have not found a real way to choose the order they appear in. It seems to be based on when the Event was made. For instance- we would like to order these events by date.0