Activities can be added to a student on:
The Admissions Activities tab
The Student Row on the Admissions Students tab
The Students Activities tab
How to Add Activity from Admissions Activities Tab
Click Add
Complete the required and optional fields within the activity.
Student: Search for student by name or ID.
Make Visible to Student: By checking the box, this activity will be visible for the student.
Department: Will default to the Admission-General department as the activity was added from the Admissions tab. However, the department can be changed to access another department's activity list.
Date and Time of Activity: Date and time will auto populate.
Activity Type: Select the activity from the drop-down menu.
Description: Add notes/descriptions (if applicable).
Initiate Workflow: Select an Automated or Process Workflow from the Initiate Workflow menu (if applicable).
The Assigned To will default to the user adding the activity. The assignment of the activity can be changed by selecting the Assigned To menu and searching for individual staff or by student relationship.
Create a calendar event associated with the activity (if applicable).
To notify other people, choose the option of specific people (staff user) or student relationships (admission advisor) and then select the user from the menu (if applicable).
Tasks, Checklists, and Documents can be linked to an activity by clicking on the linking option and then selecting the proper option from the menu (if applicable).
If the activity is pending (not complete), the user can set an alert for a visual reminder on the user dashboard. Click the box next to Set Due Alert In and then select the options for the reminder.
How to Add Activity from Student Row on the Admissions Students Tab
Click the following icon to add an activity and then follow the steps above.
How to Add Activity from Student Activities Tab
Click the following icon and follow the steps above.