Application Completion Rules
CAS Selection
Link to "Completing Your Application" instructions Will include the list of items required for this CAS for an applicant to become Complete |
URL here |
Application Completion Rules
This page summarizes all of the available requirements for an application to become complete. For CASs that use verification, they will not enter the verification queue until they are in a Complete status. For other CASs, Complete status may impact review workflows, local status setup, or other CAS-specific processes.
# | Rule Set | Rule Name | Rule Type | Rule Description |
1 | Payment | - | - | - |
1.1. | Payment | Payment Submitted | CAS | The applicant has paid for their designation. |
2 | US/Canadian Transcripts | - | - | |
2.1. | US/Canadian Transcripts | Official Transcripts | CAS | The applicant must provide an official transcript for each US/Canadian school listed in their application. |
2.2. | US/Canadian Transcripts | Official Transcripts for Specific Degrees | CAS | The applicant must provide an official transcript for each US/Canadian school listed in their application from which an applicant has list a defined set of degrees. US/Canadian schools that do not have a degree from the set do not require a transcript. |
2.3. | US/Canadian Transcripts | Unofficial Transcripts | CAS | The applicant must provide an unofficial transcript for each US/Canadian school listed in their application. |
2.4. | US/Canadian Transcripts | None | CAS | The applicant is not required to provide any transcripts for each US/Canadian school listed in their application. |
2.5. | US/Canadian Transcripts | Programs Select | Program | Programs select which US/Canadian transcript rule to apply to their applicants. All three options listed below are shown for each program. |
2.5.1. |
US/Canadian Transcripts | Programs Select: Official Transcripts Sent to CAS |
Program | The applicant must provide an official transcript for each US/Canadian school listed in their application. |
2.5.2. |
US/Canadian Transcripts | Programs Select: Applicant Uploaded Unofficial Transcripts |
Program | The applicant must provide an unofficial transcript for each US/Canadian school listed in their application. |
2.5.3. |
US/Canadian Transcripts | Programs Select: Applicant Uploaded No Transcripts Required |
Program | The applicant is not required to provide any transcripts for each US/Canadian school listed in their application. |
3 | Foreign Transcripts/ Foreign Evaluations |
- | - | - |
3.1. | Foreign Transcripts/ Foreign Evaluations |
Official Foreign Evaluations | CAS | If the applicant adds at least one Foreign College, then the applicant must have at least one official foreign evaluation. |
3.2. | Foreign Transcripts/ Foreign Evaluations |
Unofficial Foreign Evaluations | CAS | If the applicant adds at least one Foreign College, then the applicant must have at least one unofficial foreign evaluation. |
3.3. | Foreign Transcripts/ Foreign Evaluations |
Official or Unofficial Foreign Evaluations | CAS | If the applicant adds at least one Foreign College, then the applicant must have at least one official or unofficial foreign evaluation. |
3.4. | Foreign Transcripts/ Foreign Evaluations |
None | CAS | The applicant is not required to have any transcripts or foreign evaluations for any Foreign Colleges listed in their application. |
3.5. | Foreign Transcripts/ Foreign Evaluations |
Programs Select | Program | Programs select which Foreign Evaluation/Transcript rule to apply to their applicants. Options shown to programs vary by settings in AppBuilder, so that a CAS may offer any combination of the options below. Note that programs always have the option for None. |
3.5.1. |
Foreign Transcripts/ Foreign Evaluations |
Programs Select: Official Foreign Evaluations | Program | The applicant must have an Official Foreign Evaluation for each Foreign College listed. |
3.5.2. |
Foreign Transcripts/ Foreign Evaluations |
Programs Select: Applicant Uploaded Foreign Evaluations | Program | The applicant must have an Unofficial Foreign Evaluation for each Foreign College listed. |
3.5.3. |
Foreign Transcripts/ Foreign Evaluations |
Programs Select: Official Foreign Transcripts | Program | The applicant must have an Official Transcript for each Foreign College listed. |
3.5.4. |
Foreign Transcripts/ Foreign Evaluations |
Programs Select: Applicant Uploaded Foreign Transcripts | Program | The applicant must upload an Unofficial Transcript for each Foreign College listed. |
3.5.5. |
Foreign Transcripts/ Foreign Evaluations |
Programs Select: Applicant Uploaded Foreign Transcripts | Program | No foreign evaluations or transcripts are required. |
4 | High School Transcripts | - | - | - |
4.1. | High School Transcripts | No High School Transcript Required | CAS | The applicant is not required to have a transcript scanned for each High School listed. |
4.2. | High School Transcripts | High School Transcripts Required. | CAS | The applicant is required to have a transcript scanned for each High School listed. |
4.3. | High School Transcripts | Programs Select | Program | Programs select which High School Transcript Rule to enable. |
4.3.1. |
High School Transcripts | Programs Select: No High School Transcript Required. | Program | The applicant is not required to have a transcript scanned for each High School listed. |
4.3.2. |
High School Transcripts | Programs Select: High School Transcripts Required. | CAS | The applicant is required to have a transcript scanned for each High School listed. |
5 | Evaluations | - | - | - |
5.1. | Evaluations | "X" evaluations required. | CAS | The applicant must have "X" number of completed evaluations. |
5.2. | Evaluations | No evaluations required. | CAS | The applicant does not need to have any evaluations completed. |
5.3. | Evaluations | Programs Select | Program | Programs select how many evaluations are required. |
5.3.1. |
Evaluations | Programs Select: "X" Evaluations Required | Program | The applicant must have "X" number of completed evaluations. |
5.3.2. |
Evaluations | Programs Select: "X" Evaluations Required | Program | The applicant does not need to have any evaluations completed. |
6 | Professional Transcript Entry | - | - | - |
6.1. | Professional Transcript Entry | CAS Does Not Use Professional Transcript Entry | CAS | Professional Transcript Entry does not affect complete status. |
6.2. | Professional Transcript Entry | CAS Uses Professional Transcript Entry | CAS | Applicants that participate in Professional Transcript Entry must have their Transcript Entry "Approved". |