Tracking Multiple College/University Transcripts on Checklist

Alyssa Bond
Alyssa Bond
Second Anniversary June 2023 Monthly Challenge
in Blackbaud Higher Education Solutions™ General Discussions

We need to be able to require multiple transcripts from students who have attended more than one college or university. How are you making that visible and clear on the student side of the checklist? Alternatively, how are you communicating to students their outstanding transcripts required for admission? Our goal is to identify the name of each individual college or university the student has attended to make the checklist as user friendly and informative as possible. We are having trouble finding a solution that serves both the students and our institution. Any advice helps!

Comments

  • Cody Christensen
    Cody Christensen
    Eighth Anniversary Name Dropper Participant Facilitator 1

    @Alyssa Bond, great topic! Attaining all the names of attended schools and official transcripts is paramount.

    1) Naming schools. This is accomplished on the application (Enrollment Management >Admissions > Admissions Set Up > Application Forms). Under the “Blocks," is the “School” block. This is the area the applicant with enter the name of schools attended. Make sure the “Allow Add Another” is “Yes.” In the “Type" dropdown, we have listed: High School (Public), High School (Christian), Homeschool, College, GED. This will populate the different schools under the “Schools” tab under the student profile.

    2) Checklist. We have one step on the Applicant Checklist for College Transcripts. We do not mark this complete until all transcripts have been received.

    3) Transcripts. Under the schools tab, you can edit the entered schools. We save the “Transcript Received” checkbox and “Transcript Received Date” for the official transcript.

    Hope that helps! If there are easier ways out there, let me know!

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