Forum topic

6 posts / 0 new
Last post
Robert Rae
Last seen: 2 weeks 14 min ago
Joined: 08/20/2019 - 16:32
Date Box for 'Interview Date'

Folks,

Good morning! I hope you're doing well.

On the Admissions module under Requirements there is a useful set of date boxes that can be used to keep a record of when a Prospect inquired, applied, completed their application, was admitted, etc.

One thing that is missing is Interview Date - we interview all undergraduate applicants and many postgraduate, so it would be helpful (if we're to start using GNECsis for more and more on the Admissions front) if that were in there. 

Now, using the Admissions Track functions we can add requirements, one of which is an Admissions Interview - this does have a 'note' box which we could use to record the date, but there doesn't actually seem to be anyway of editing the Note box. 

So, could we either have a new Date box to mark Interview Date, or the ability to edit the Note box on Requirements?

Thank-you!

Status: 
Resolved
No votes yet
dparker
Last seen: 14 hours 10 min ago
Joined: 05/17/2019 - 21:42
Interview Date

There are maybe 3 things in this post.

1. Interview Date - I will add this as a requested Feature update.  There are 2 possible solutions for this you may want to also look into.  

  • (see screen shot)  There is a section below called Decision/Admittance that has a Committee Review, with a date and a drop down with Committee decision. This can be updates with other options as you would find helpful.
  • The new Custom fields section can have a custom item that is only visible in admissions.  You would go to System Administration > Tools > Custom Attribute List to create the custom attribute.  (See screen shot)  The custom attribute has a area to put a date and notes.  (see third screen shot.)  Lastly you can use the updated advanced query to search for prospects based on the custom attributes.  (see last screen shot with what it would look like on the prospect record.

2. Note box - I think this is a oversight. I will set a ticket for the developers to allow you to edit the note on the requirements.  (It might be that this note is part of the the student portal and is the ability for a prospect to put a note when submitting documents. If this is the case then I will request a separate internal note field be added as a feature request.

Dana

No votes yet

*GNECsis Support Specialist*

dparker
Last seen: 14 hours 10 min ago
Joined: 05/17/2019 - 21:42
Update Prospect Requirements

Turns out the Prospect Requirements -  Update column should (and does with a trick) have a little update icon which allows you to update the requirement completion date and NOTES!!!

This is a bug.  The way to get around the bug at the moment is to click one of the update buttons on the prospect screens while in edit mode, then cancel the update screen and then the prospect requirements update buttons show up.   

Here is a sample of how to get around the bug right now.

1. Go to a prospect.

2. Click Edit to put them in edit mode.

3. Go to the Prior Education section just below the Requirements.

4. Click "ADD" for the Institutions Attended.

5. Press the Return button. (don't actually enter anything in this section)

6. You will now see the edit buttons on the Update column of the Requirements grid. (see screen shot)

 

No votes yet

*GNECsis Support Specialist*

Robert Rae
Last seen: 2 weeks 14 min ago
Joined: 08/20/2019 - 16:32
Excellent, thank-you! That's

Excellent, thank-you! That's extremely helpful.

No votes yet

Robert Rae
Admissions
Nazarene Theological College, Manchester (UK)

kbible
Last seen: 12 hours 43 min ago
Joined: 01/22/2019 - 10:07
The requirements buttons were

The requirements buttons were resolved in version 2.43.  For the interview date options, will one of the suggestions above work for you?

No votes yet

Global Ministry Center - Church of the Nazarene

Robert Rae
Last seen: 2 weeks 14 min ago
Joined: 08/20/2019 - 16:32
Kindra,

Kindra,

Yes, now that the update button is normally present, that will work perfectly for adding an interview date - no need to add anything else!

Many thanks,

Rob

No votes yet

Robert Rae
Admissions
Nazarene Theological College, Manchester (UK)