Checklist 1:1 or Bulk Complete?

Shelby Luongo
Shelby Luongo Blackbaud Employee
Seventh Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Enrollment Management System™
When working with checklists, where do you prefer to mark a candidate's steps as complete? 


A) Candidate's checklist 

B) Bulk complete checklist

C) Depends on the scenario 

Comments

  • Coco Parham
    Coco Parham
    Eighth Anniversary Kudos 5 December 2025 Monthly Challenge Name Dropper
    I always use the bulk checklist for letters we send out. I can use bulk complete when I get a bunch of SSAT reports but since I upload the pdf into each acct, it is not helpful.

    Now that we use the online teacher rec forms, no need to use it for those. 

    Bottom line, depends on the item.


    Coco

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