Entering General Materials


Concept


Steps:

  1. Begin by navigating to the General Materials page.

     

    Click the Student Admissions link.

    Step 1
  2. Click the Application Evaluation link.

    Step 2
  3. Click the General Materials link.

    Step 3
  4. For this example, you want to enter the ID for Tina Smith.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "AD5030"
    .

    Step 4
  5. Access the General Materials page.

     

    Click the Search button.

    Step 5
  6. Use the General Materials page to enter information about materials received from or about the prospect or applicant.

    Step 6
  7. Use the Material Group field to enter the material group to which you are associating this applicant.

     

    For this example, you want to enter the code for Undergraduate Recommendation.

     

    Enter the desired information into the Material Group field. Enter

     a valid value
     e.g.
     "UGRECOMM"
    .

    Step 7
  8. Use the Material Type field to enter a material type associated with the entered material group.

     

    Click in the Material Type field.

    Step 8
  9. For this example, you want to enter the code for Recommendation.

     

    Enter the desired information into the Material Type field. Enter

     a valid value
     e.g.
     "REC"
    .

    Step 9
  10. The system automatically selects the Checklist Item Update check box. 

     

    If the Checklist Item Update check box is selected and the item is on a checklist for this person, the next time the Checklist Item Update process runs, it will update this item on that checklist.

    Step 10
  11. Click the Refresh button.

    Step 11
  12. When you refresh the page, the system displays the related descriptions for the values that you entered. It also displays additional fields and links based on the Material Type.

     

    In this example, the Rcmd Type field, and Recommender Information and Address Information links appear based on the Material Type of REC.

    Step 12
  13. Click in the Rcmd Type field.

    Step 13
  14. In this example, you want to enter the code for Teacher.

     

    Enter the desired information into the Rcmd Type field. Enter

     a valid value
     e.g.
     "TCH"
    .

    Step 14
  15. You can access the Recommender Information page.

     

    Click the Recommender Information link.

    Step 15
  16. Use the Recommender Information page to enter information about the individual who made the recommendation.

    Step 16
  17. For this example, you want to enter the ID for Lucy Burns.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0028"
    .

    Step 17
  18. Click the Refresh button.

    Step 18
  19. When you refresh the page, the system displays the information that is in your database about the ID.

     

    In this example, only the ID's Name is in the database.  If you know the other information, you will want to enter it here.

    Step 19
  20. Click in the Org Name field.

    Step 20
  21. Enter the desired information into the Org Name field. Enter

     a valid value
     e.g.
     "City College"
    .

    Step 21
  22. Return to the General Materials page.

     

    Click the OK button.

    Step 22
  23. You can access the Address Information page.

     

    Click the Address Information link.

    Step 23
  24. Use the Address Information page to enter the recommender's address and phone information.

    Step 24
  25. Enter the desired information into the Country field. Enter

     a valid value
     e.g.
     "USA"
    .

    Step 25
  26. If the ID's address and phone information is in the database, the system displays it for you. If you want to add or edit the address, you can click the Edit Address link.

     

    In this example, you do not know the recommender's address, but you do know the phone number.

    Step 26
  27. Click in the Phone field.

    Step 27
  28. Enter the desired information into the Phone field. Enter

     a valid value
     e.g.
     "5559453287"
    .

    Step 28
  29. Return to the General Materials page.

     

    Click the OK button.

    Step 29
  30. For this example, you want to add another material.

     

    Click the Add Row button.

    Step 30
  31. For this example, you want to enter the code for Undergraduate Essays.

     

    Enter the desired information into the Material Group field. Enter

     a valid value
     e.g.
     "UGESSAYS"
    .

    Step 31
  32. Click in the Material Type field.

    Step 32
  33. In this example, you want to enter the code for Essay.

     

    Enter the desired information into the Material Type field. Enter

     a valid value
     e.g.
     "ESS"
    .

    Step 33
  34. Click the Refresh button.

    Step 34
  35. Click in the Essay Topic field.

    Step 35
  36. For this example, you want to enter the code for Personal Statement.

     

    Enter the desired information into the Essay Topic field. Enter

     a valid value
     e.g.
     "PRS"
    .

    Step 36
  37. Click the Refresh button.

    Step 37
  38. Click the Add Row button.

    Step 38
  39. For this example, you want to enter the code for Undergraduate Interview.

     

    Enter the desired information into the Material Group field. Enter

     a valid value
     e.g.
     "UGINTRVW"
    .

    Step 39
  40. Click in the Material Type field.

    Step 40
  41. For this example, you want to enter the code for Interview.

     

    Enter the desired information into the Material Type field. Enter

     a valid value
     e.g.
     "INT"
    .

    Step 41
  42. Click the Refresh button.

    Step 42
  43. Click in the Interview Type field.

    Step 43
  44. For this example, you want to enter the code for Staff.

     

    Enter the desired information into the Interview Type field. Enter

     a valid value
     e.g.
     "STF"
    .

    Step 44
  45. Click in the Interviewer ID field.

    Step 45
  46. For this example, you want to enter the ID for Susan Jones.

     

    Enter the desired information into the Interviewer ID field. Enter

     a valid value
     e.g.
     "0002"
    .

    Step 46
  47. Click in the Committee field.

    Step 47
  48. For this example, you want to enter the code for UG Interview Committee.

     

    Enter the desired information into the Committee field. Enter

     a valid value
     e.g.
     "UGINVW"
    .

    Step 48
  49. Click the Refresh button.

    Step 49
  50. Click the View All link.

    Step 50
  51. You should see all three of the materials that you just added.

    Step 51
  52. Click the vertical scrollbar.

    Step 52
  53. Click the Save button.

    Step 53

Congratulations! You successfully entered general materials for an applicant.

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