You can add an existing step to a program by following these instructions:
- On the left navigation menu, click
Setup. - On the Admissions Process tab, click
to expand the school and program you want to add the step to. If the program does not have an arrow, click the program. - Click List of Steps.
- Click and drag the step into the program.
- One of the Steps should be marked as the Decision Step. This is the Step where, after all the Requirements of that Step have been completed, the Admissions user will be prompted to make a decision on that prospect.
In the image below, you can see that the Admissions Committee Step has been set as the Decision Step by it's color, and also by the checkmark in the Decision Step box in the top right.
- One of the Steps is usually set as the Enrollment Step, and one as the Accepted:Registered Step. One Step can be marked as both, or you can use two different Steps.
In the image below, you can see that the Registration Step has been set as both the Enrollment Step and as the Accepted:Registered Step. The color of the text and the 2 checkboxes show this.
- Once a prospect has completed all the Requirements in a Step set as the Enrollment Step, the prospect is marked as Ready for Enrollment, and is automatically moved to the Enrollment Center.
- Once a prospect has completed all the Requirements in a Step set as the Accepted:Registered Step, the prospect is officially enrolled, and the number of openings at your school for that grade level decreases.
- Once the Program has been set up, it can be copied to another school if needed, and modified for that school.
Next, see either of the following topics:
- To create a requirement to add to the step, see Create a Requirement.
- To add an existing requirement to the step, see Add a Requirement to a Step.