This lesson describes how to create applicant records, add programs to existing applications, and view application summaries.

 

Applicants are individuals who have applied to your institution and for whom you enter application records. You might or might not have an existing prospect record for an individual when you enter his or her application into your database.

 

You will want to add each individual's applications to your database when they apply.

 

You will also want to assign recruiters for follow up. If you use recruiter regions, you can assign the applicant to a region based on the applicant's home address or the last school attended. You must identify the category of your institution's interest in the applicant or prospect (such as high test scores, athletics, parent attended, and so on).

 

To create a person record, whether prospect or application, begin by using the Search/Match feature to determine if a record for the person already exists in your database. The person might already exist as one or more of the following:

• Prospect

• Applicant

• Student

• Alumni

• Employee

• Instructor

 

If the person's record does not already exist, you must create it by entering data on Campus Community's Biographical Details and Regional pages. These pages are shared with many components across applications, including PeopleSoft Recruiting and Admissions.  

 

To create an application record, access these shared pages in the Add Application component and continue to enter application-related data on the remaining pages in the component.

 

For both prospect and application records, you must create one record per Academic Career (undergraduate, graduate, pre-law, and so on).  A record can include several programs within a career, but you can have only one record per career.

 

If your institution enables the Copy Data feature in its Admissions installation defaults, you can copy data from an existing prospect record to create the application record and you can copy from the application record to update the prospect record (or create the prospect record, if it does not already exist).

 

Upon completion of this lesson, you will be able to:

• Add applicants manually.

• Add programs to an existing application.

• View a summary of an individual's applications.

• View a summary of recruiters assigned to an applicant.

• Delete applications (duplicate or entered in error).

• Delete applications in batch.


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