Edit Status History

Identify Applicants with a Broken Status History

On the Inquiries, Applicants, Students, and Alumni Rosters, applicants with an invalid status history can easily be identified by an orange warning triangle next to the applicant's name. Click on the applicant to view their Applicant Profile and resolve this.

Warning_Triangle.png

 

The warning is also shown on the Applicant Profile under the current status. Click “Fix it” to bring up the Status Editor.

Warning_Triangle_on_Profile.png

 

You can also click the pencil icon next to Applicant History to bring up the Status Editor. If a recent status change was made in error, you can simply click “Undo” to rollback to the previous status.

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Editing the history to resolve issues or to add previous statuses

When viewing the Applicant History Status Editor for an applicant, any invalid status changes will be highlighted by an orange warning triangle. If you hover over the warning triangle, the system will notify you why this status history is invalid. In this case, the applicant has the Applied status twice in a row, so the error message shows "Applied cannot follow Applied." In this example, we can resolve the broken history by clicking the trashcan to delete the additional Applied status.

Invalid_Status_Reason.png

 

Re-Ordering Statuses

Some invalid status histories can be resolved by editing the “Effective On” date, if status changes are in the wrong order. In the following example, Admitted is before Applied. This can be resolved by setting the “Effective On” date for Admitted to be after the “Effective On” date for Applied.

Invalid_Status_Sequence.png

 

Changing the Enrollment Year of a Status

Other invalid status histories can be resolved by changing the Enrollment Year, for example, if an applicant applied, was declined, and then applied again. In the following example, the applicant was Pending then Declined for 2015-2016, then successfully applied again for the subsequent year. This can be resolved by changing the Enrollment Year for the second Pending status and for the Applied status to 2016-2017 Academic Year.

Change_Enrollment_Year.png

 

Adding Previous Statuses

Previous or missing statuses can be inserted, if necessary, using the Add button. In the following example, this can be used to add an Admitted status between Applied and Enrolled.

Adding_New_Status.png

 

Start New Enrollment Year

If an applicant would like to re-apply for a new enrollment year, first change the applicant’s enrollment year using the edit pencil on the Applicant Profile. Once they are in the new enrollment year, you will be able to add new status levels within the Status Editor to reflect the new round of admissions. In the example below, the applicant first applied for the 2015-2016 academic year, then re-applied for the 2016-2017 academic year.

Start_New_Enrollment_Year.png

 

Valid Status Histories

For reference, the following status histories are valid:

Valid_Status_History.png

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