Add a Requirement to a Step

To add a Requirement to a Step from the Master List of Requirements, do the following:

  1. On the left navigation menu, click Setup.
  2. On the Admissions Process tab, click  to expand the school, program, and step you want to add the requirement to. If the step does not have an arrow, click the step.
  3. Click List of Requirements.
  4. Click and drag the requirement into the step.


Once you have set up your Admissions Process, the Steps and Requirements will be displayed for each Prospect on their Admissions workflow screen (viewable in List or Graphical View - shown here):

Each Prospect will have a workflow screen where the Requirements can be marked as Completed, and their personal progress in the admissions process can be tracked.

 

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