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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