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Liaison

Managing Phases

Phases are different periods during the application cycle that you establish. You can create Phases to organize applicants, corresponding with their current status with your institution. For example, you can create Phases for applicants who are under review, to be interviewed, or awaiting additional information. For WebAdMIT users, Phases closely resemble Local Statuses.

Creating Phases

To create a Phase:

  1. Go to Phases under Application Review in the Settings menu.

  2. Click Manage. From here, you can review your current Phases, move them into different groups, and rename existing groups.
    manage-phases-button.png

  3. Click Create Phase to begin creating a new Phase.
    create-phase-button.png

  4. After naming the Phase, choose whether you want to associate a Review Form to the Phase by clicking Choose form. Where desired, you can select fields from this Review Form to add as Calculated Fields. This allows you to calculate the Average, Sum, or Median score awarded to an application by your reviewers for that field. You can also set a number of required reviews to track when this application has been sufficiently reviewed.
    create-phase-window.png

  5. Making a selection here allows any applicant placed in this phase to be assigned to be reviewed using the form of your choice. Click +Add Assignments to decide who will be assigned to review applications in this Phase. By clicking Choose segment, you can divide the applicants in this Phase, assigning to different reviewers or teams based on the Segments they fall into. If you don't select Segments here, by default, all applications in this Phase will be assigned to the reviewers or teams you choose.
    assign-by-segment.png

  6. If you've decided to distribute the assignments based on Segments, you can add several Segments to assign by. Once you're done, you can choose what to do with any remaining applicants who are in the Phase but not assigned based on their Segment. The default is to leave them unassigned. Click Edit to adjust this.
    remaining-applications-assignments.png

  7. When finished, click Add.
    configure-phase-with-review-form.png

  8. If desired, click and drag to move the Phase into its appropriate group. When two or more Phases are grouped together, a Group Name field appears, allowing you to name the Phase group.
    rearrange-phases.png

Once Phases are created, you can move applicants into them as desired.

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