Clear status for "Needs Checklist" candidates (ex. started application)

Daniel Wallach

Parents often will start an application, or even just put in their child's name as a candidate, and then stop for whatever reason. Since they haven't completed a step on any admissions checklist, the system puts them as "Needs Checklist". We are fine assigning them the checklist, but we'd like them to have a clear status (ex. "Started Process").

The first possible milestone on any of our checklists is Inquiry, the next is Application (if someone skips inquiry and submits an application, it auto-waives the inquiry step and milestone).

So we're left with these candidates still having the Needs Checklist status even after assigning a checklist.

I've tried to set up a milestone before all others to catch these people and put them into a "started process" status, but it doesn't seem to work.

The only thing that technically worked is having a milestone "started process" set to "entering milestone" with the "started process" status, and adding a "started process" step until that milestone. This does place these candidates in the right status until we can an application or inquiry, but staff can get confused seeing that "started" step internally, knowing whether to leave it, check it off, etc.

Anyone have another process to deal with this?