Configuring Admissions Checklist Process

Configuring Admissions Checklist Process
1. Configuring Action Category if necessary.
2. Configuring Actions using an Action Category with the correct action entity type for the Action.
3. Configuring Evaluations and Configuring Action (Evaluation Sections)
4. Configuring Admissions Recommendations Process
5. Configuring Admissions Event Sign-up Process
6. Adding Test Data
  - Go to Admissions > Inquiries/Applicants > click “New” to create a new inquiry record
  - Add all actions that you will be using for your Admissions Checklists and their filters by Recording Inquiry Action for the newly created inquiry.
7. Creating DAT Filters for the Admissions Checklist
8. Configuring Admissions Checklist
9. Associate Admissions Checklist Actions
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