Prospects & Applications - List view

Managing your admissions workflow is vital to a successful application process. With a quick and easy list view, your admissions team and management can have a quick overview of the incoming applicants. Your admissions administrator can process the applications along your workflow, adding internal notes and sending emails which are recorded in the applicant's history. This helps to keep all information in one place. Have you opened the Enquiry page yet? Place a link to /enquiry.php on your website and allow new applicants to pose questions before opening a MySchool account.

With the MySchool admissions module, you will have access to the Admissions module header, Prospects & Applicants. Access to this page is granted via the role; Admissions administrator. Talk to your CSM to create an Admissions team user group. 

Application/Enquiry list

The list views are managed in separate tabs. let us look at the application list. For more information about enquiries, please check out this article.

How to manage your list view

The filters allow you to organise your view easily. Use the status column to work with accepted candidates, or select waiting for the school to send a bulk email to the filtered submitters.

Application number

Each application will be given a unique ID number. 

Student name/Submitter/Sibling

The admissions system works both for minor and adult applicants. In the majority of cases for our K-12 community. The submitter would be the guardian and the applicant the dependent student. The sibling count will check to see if the student has any other connection to other students via their guardians. 

Once a guardian starts the application process, they cannot transfer the workflow to any other attached guardian.

Applied for/Year

These fields must be entered on your first application form and step. These must be populated for the candidate to appear on the list view.

Status

The statuses are customised and applied to your admissions workflow. Change the naming and behaviour using the admission status tool. 

Quick stat overview/Export

In the bottom action bar, you can have a quick Statistics overview of the current year's applications. For a more detailed breakdown, use Export to create an Excel of all applications.

Message selected

Use the checkboxes next to the Application ID to select a target audience. Open the Message selected to send a mail to the submitters or the main guardians attached to the application. 

Manually create applicants

Each of the blue buttons are active application workflow. You can start the applications manually by clicking on the appropriate workflow, and filling out the mandatory fields of name, grade level applying for and year.

For more details on how to manage your applicants, check out this article here.