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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 App 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 an Evaluation Form to the Phase. Making a selection here allows any applicant placed in this phase to be assigned to be reviewed using the Evaluation Form of your choice.
    assign-by-segment.png

  5. This also causes an Assignments menu to appear, where you can decide how your assignments will be distributed.

  6. When you're done adding assignments using Segments, you can choose what to do with any remaining applicants who are in the Phase but not assigned based on their Segment.
    assigments-menu-phase.png

  7. When finished, click Add.

  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.

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

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