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

Daniel Wallach · April 24

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?

Crystal Bruce · May 1

Hi @Daniel Wallach it has been a few days with no response from the community. I'm going to submit this as a Champions challenge in order to get more people to chime in with their process. Thanks!

Daniel Wallach · May 4

Thanks @Crystal Bruce !

Julie Katz · May 7

I am not sure we would want to give them a checklist yet. I know this doesnt solve the problem but that number of started applications would be great to have on the dashboard under Candidate Progress so admissions can easily see a count and be able to click into the list to reach out to them.

Daniel Wallach · May 7

https://community.blackbaud.com/discussion/comment/313606#Comment_313606

I definitely think it's valid to not assign checklists for these candidates depending on your situation - until recently we in fact left these people without a checklist. Our admissions manager found though that many of them actually were strong potential candidates who were just getting stuck on the tech end, and wouldn't move forward without our nudging them. And we still need to find out what the next move was for those who were less clear.

Absent a dashboard indicator for these people though, we found that the best way to keep on top of them was to get them on checklists.

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

Answers

Hi @Daniel Wallach it has been a few days with no response from the community. I'm going to submit this as a Champions challenge in order to get more people to chime in with their process. Thanks!

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