Admissions Checklists

Amy Roberts
Amy Roberts
Eighth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Enrollment Management System™

Hi,

Does anyone know if there is a way to hide a portion of the admissions checklist until the first item is submitted by the candidate? For instance, I would like the family to fill out and submit the application first before they start uploading other documents or signing up for testing. If this can be automated, not manually done, it is preferred. Thanks for your help.

Answers

  • Morgan Kunze
    Morgan Kunze
    Sixth Anniversary Kudos 2 Name Dropper Participant

    Yes! You can do this. When you edit any checklist step, there is an option to "Hide all following steps until completed or waived." It does hide ALL following steps, so when we've done this we've been careful to find lots of other ways to communicate to families what steps will be required in the process (since the checklist is no longer giving them that info).

Categories