User Guide
Prospects

Admissions Checklists

The admissions checklist for prospects includes various tasks (both required and optional) that need to be completed during the enrollment process, with ampEducator tracking and displaying the status of each required item as either Completed or Not Completed.

There is a Master Admissions Checklist that can be set up within the Institution Config settings, where you can set up a list of tasks that apply to all prospects. Each prospect also has an individual Admissions Checklist in their profile. Admin users can manage this list (add, delete, or update items), while admissions advisors only have the option to complete each item.

Checklist items you can add include:

  • Check Box: A simple requirement to be marked complete.
  • Contract: A document to be digitally signed.
  • Document: A file to be uploaded.
  • Email: An email to be sent.
  • Form: A form or application to complete.
  • Letter: A letter to generate or send.
  • Meeting: A meeting to schedule or complete.
  • SMS: An SMS message to be sent.