Create a Step

Programs are organized into steps. For example, you can have a step called Inquiry for prospects at the start of the admissions process and a step called Registered for prospects who accepted admission. Within each step are requirements to complete.

To create a step, follow these instructions:

  1. On the left navigation menu, click Setup.
  2. On the Admissions Process tab, click Add/Edit Libraries.
    The Libraries: Add/Edit dialog box opens.
  1. Click Steps.
  2. Click Add.
  3. Type a Step Name and, optionally, a Step Description.
  4. Click .

Next, Add a Step to a Program.

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