Liaison Outcomes Help Center
Important Note: this Help Center includes a broad range of content. Because some Centralized Application Services (CAS) may not be using all Outcomes features, you may find some content is not applicable to you. If you have any questions, contact support.
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- Getting Started with Liaison Outcomes
- This section provides the information you'll need to get up and running with Liaison Outcomes.
- Navigating Outcomes
- Learn how to navigate the primary sections of Liaison Outcomes software.
- Managing Users in Liaison Outcomes
- This section provides information on adding new users to Liaison Outcomes and assigning them appropriate permissions.
- Organizing Contacts in Liaison Outcomes
- Use the Contacts module in Liaison Outcomes to keep track of all the people your institution needs to correspond with. This may include recruits, students, advisors, and others.
- Organizing Applications in Liaison Outcomes
- This section helps you work with the several of the application management features available in Liaison Outcomes.
- Navigating the Applications Grid
- Navigating an Application
- Customizing the Application Summary and Sidebar
- Customizing the Application Timeline Summary
- Managing Application Decisions and Decision Letters
- Managing Application Properties
- Performing Batch Actions for Applications
- Using Search in Outcomes
- Working with AI Application Summaries
- Working With Application Segments
- Working With Application Tags
- Working With Application Decisions and Decision Letters
- Reviewing Applications in Liaison Outcomes
- This section helps you work with the reviewing features available in Liaison Outcomes.
- Communicating in Liaison Outcomes
- In this section, you'll learn about how to communicate with applicants, prospects, and others effectively in Liaison Outcomes.
- Working as an Administrator in Liaison Outcomes
- As an administrator of Liaison Outcomes, you'll have many tools at your disposal. In this section, you'll learn how to use the Settings menu to configure relevant items.
- Reporting in Liaison Outcomes
- The Reports in Liaison Outcomes can be used to create a visual representation of the data that is important to you.
- Exporting Data
- In this section, you'll learn about all the options for extracting data out of Liaison Outcomes.
- Workflow Features in Liaison Outcomes
- Save time doing common tasks in Liaison Outcomes by using its workflow and automation tools.
- Working With Your Outcomes-Based Portals
- There are several portals you can work with as an administrator in Liaison Outcomes. In this section, you'll learn about these portals and how to configure them.
- Essential Insights Into the CAS Application
- Gain insights into the CAS application, its workflow, and how to efficiently integrate Outcomes with key processes.
- Reference Guides
- Learn to effectively work in Liaison Outcomes.
- CAS Configuration Portal
- Visit the CAS Configuration Portal Help Center to access instructions, videos, and best practices for setting up your program in the CAS application.
- Liaison Outcomes Training and Support
- We know that training is a commitment of your time and resources, so we offer several options to learn Liaison Outcomes.
- Release Notes
- Release notes provide a summary of enhancements and new features that are made available in Liaison's portals, including Liaison Outcomes, CAS Applicant Portal, CAS Configuration Portal, and Liaison Letters. You can also access the Shared Lookup Table Updates documents here.
- Advanced Configuration Library
- The Advanced Configuration library provides guidance to help you build custom configurations in the software that enhance the way your data is presented, exported, or filtered.