School Forms need to reflect students added by checklist

In an Enrollment Management webinar last week they showed a screenshot of a School Form Settings area that said "Recipients added by Checklist". However, this is not the case if students are added to a form via the Student Checklist.

Currently it is a huge pain to figure out how many students have not completed a school form as the # of total added to a Form is incorrect due to some people not opening the Form on the Student Checklist yet, so they do not show as a # on the School Form for example it might say 200 out of 400, but if you have 500 students that should be on the form, the other 300 are probably part of the Student Checklist and have not opened the form.

See screenshot below of Student Checklist vs. Candidate Checklist for School Form settings.

Screenshot 2024...
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  • josceline reardon
  • Nov 15 2024
Blackbaud Enrollment Management / Student Checklists
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    Kelsey Huijgen commented
    11 Dec 22:13

    When assigning a Student Checklist that contains a school form step, those students should automatically show up in the Recipients list for that school form even if the student or parent hasn't opened or started the form yet. If students aren't showing in a list for one of your forms, please reach out to support to troubleshoot the issue. We do not currently distinguish which students were added manually vs. added via a student checklist, so I will leave this idea open for that part.

    Thanks!
    Kelsey Huijgen, Product Manager

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