Admissions Managers and Staff can create new candidates by turning an existing constituent (e.g. a sibling who is already in the database) into a candidate. They can also attach a new candidate to a constituent who is already in the database (e.g. parents of an existing student).

To make an existing user a candidate:

  1. From the persona menu, select Enrollment Management
  2. Under Admissions, select Admissions Management
  3. Click Create New Candidate
  4. Select Make an Existing User a Candidate radio button
  5. Select the appropriate filter options and click Search
  6. Select the user who should be turned into a candidate
  7. Click Next, then select the candidate's Entering Grade, Entering Year, Checklist, Admissions Staff member (optional) and Interests (optional).
  8. Confirm the candidate's details.
  9. Click Save & Exit.
     

To create a candidate for an existing user:

  1. From the persona menu, select Enrollment Management
  2. Under Admissions, select Admissions Management
  3. Click Create New Candidate under Candidate
  4. Select Create a Candidate for an Existing User
  5. Select the appropriate filter options and click Search
  6. Select the user to whom you will be attaching the new candidate
  7. Enter the candidate's first and last name
  8. To attach the new candidate to additional existing (related) users, select the checkbox next to the users' names
  9. Select the appropriate relationship from the dropdown list for each existing user
  10. Select List as Parent if the user should appear as the candidate's parent in reports, lists, mail labels, etc.
  11. Select Parental Access if the user should have parent rights (e.g. have the ability to view the candidate's checklist items and decision on the portal)
  12. Select the candidate's Entering Grade, Entering Year, Checklist, Admissions Staff member (optional) and Interests (optional)
  13. Confirm the candidate's details
  14. Click Save & Exit