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Which information transfers?

Marechal Schmoll

I'm preparing to launch EMS for our school at the end of this summer. I'm wondering if there's an easy way to know which information from the inquiry and application forms transfer directly to the candidate profile and which has to be added manually.

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Comments

Brian LeBlanc

@Marechal Schmoll Is there anything in particular you're worried about not transferring over from the application or from an inquiry? In general, anything in the database that can be viewed on a candidate profile can be collected via the application, and most of it can be collected on an inquiry. It's up to you to decide what information you want to include on the application.

Marechal Schmoll

@Brian LeBlanc For example, I know the Person Inquiring information does not sit anywhere on the candidate record, nor would a user be automatically created for them as a Parent would. That information and/or user would need to be added manually. Also, one of my custom candidate fields will transfer to the candidate record, but not the conditional follow-up question. I know this from my implementation calls, and I guess I could figure it out by submitting some test forms, but I'm just wondering if there's a way to tell from the inquiry/application which fields will automatically transfer to the candidate record.

Brian LeBlanc

@Marechal Schmoll I apologize, I was misunderstanding what you were asking. The easiest way to know what does and doesn't transfer is to poke through a candidate profile in EMS, especially in the Record and Contact Card tabs. Anything that has a field visible in those tabs will be populated from an inquiry or an application. If it isn't visible there, it will show up on the printed PDF of the document, but won't appear on the online version. Off the top of my head I know that the student and parent statements on the application and anything in the Misc block on the inquiry does not appear anywhere in the EMS candidate profile.

Marechal Schmoll

@Brian LeBlanc Thanks! I'll take a look there.

Catherine Druhan

@Brian LeBlanc Thanks for the feedback, I am interested in this subject. Can we just add a field? For example our applicants fill out what school they currently attend on the application inquiry form, but we don't have a field for it. I would really like to be able to pull reports with the name of the home school on it. Thanks!

Brian LeBlanc

@Catherine Druhan If you use the Current School block on the inquiry, that information should populate to the Schools tab in the candidate profile. We don't use the dropdown menu for the student's current school because there are just too many options to list them all, so we rely on the parent to tell us the current school name. The Schools block on the application will populate to the same place on the profile.

edit to add: that information is reportable through a candidates list. I don't think you can filter for it, but you can select a column to display that information. We use a list with that column visible to assist in records requests at the start of each school year.

Catherine Druhan

@Brian LeBlanc Thanks so much! This was our first year with EMS.