Add Ability to Require a Checklist Step Before Another Step Can be Completed WITHOUT Hiding the Step

We had a family schedule an interview without completing the application. We absolutely have to have the application done by the time there is a face to face interview. I can choose to HIDE all steps after the application, however, that makes it look like the checklist is really short and that there is not much to do. This could be frustrating for the parents. We would like to set the ability to schedule an interview to be contingent upon completing an application.

  • Anita Pinkerton
  • Mar 31 2021
Blackbaud Enrollment Management / Checklist
  • Attach files
  • Angie St. Pierre commented
    12 Nov, 2021 06:03am

    This might help as it is how we structured our Checklists: we make the completion of the application one of the first steps, and hide everything below it until it's complete. This forces them to complete it before they do anything else. This also helps us qualify a candidate before they get too far.

    Attachments Open full size
  • Anita Pinkerton commented
    5 Nov, 2021 07:31pm

    Any traction on this? We are having issues with families not completing an application before they sign up for an interview. We have all kinds of language stating that the application is required before the interview, but people miss it all the time.


    Attachments Open full size
  • Paul L. commented
    16 Sep, 2021 02:16pm

    Agreed. The following steps should be visible, just not actionable.

    Attachments Open full size

Related ideas