The Consortium Quick Start Guide

Export Ownership

Victoria Wayne of the Consortium is assigned ownership of all existing exports, including baseline templates. No exports will be shared, and Victoria will maintain access to export fields to edit exports as required.

For a dictionary of all exportable fields in Outcomes, review the CGSM Data Dictionary.

Export Schedules

Export Schedules created in Outcomes need to have an owner. For existing schedules, one of your school users will be assigned ownership. For example, Jolene Monson is the owner of the Yale Data Export schedule shown in the screenshot below. Any active user at the school, including Jolene, can access and edit the schedule that Jolene owns.

When working with the Applications Grid, you can only view the default export files and not used by The Consortium. All export files you've created are hidden.

Manually Creating and Downloading Export Files

If you're the owner of an export schedule, you, or any user with the same role, can manually create and download any export schedule. To do this:

1. Log in to Admissions and use the Navigation Menu to go to the Settings area.
   
   
2. Go to the Import/Export section of the Settings menu and click Exports.
   
   
3. Find and click on the appropriate export file (i.e., [School Name] Data Export, [School Name] Daily PDF Export).
4. Scroll down to view the Export Schedule area.
5. From here, you can create a new schedule or run an export that was previously run. There are two options to choose from, as described below.

Option 1: Adding Times to an Existing Schedule

1. Follow the steps above to access the Export Schedule of your choice.
2. Click anywhere on the schedule, causing the Schedule Export window to appear.
   
   
3. Click Add another time to add times to the existing schedule.

Option 2: Creating a New Schedule

To create a new Export Schedule, follow the steps above to navigate to the Export of your choice. Then:

1. Click the plus sign in the Schedule area.
   
   
2. Configure the Export Schedule as desired, and click Add.
   
   

Option 3: Manually Downloading an Existing Export

To manually download a previously created export, complete the steps above to access the export of your choice, then:

1. Click View Log in the existing schedule.
                
2. Click Direct Download on any of the complete export files.
   
   
3. Click the link to complete the file download.
   
   

Option 1

One option is to add the Membership Decision column to the Applications Grid. To do this:

1. Navigate to the Applications view by clicking Applications from the Navigation Menu.
   
   
2. Click the Settings icon on the Applications Grid header, then click Customize Columns.
   
   
3. Find the Membership Decision field by searching for it in the Available Fields section, then click and drag it to the Show on Grid section.
   
   
4. Drag your columns into the desired order, then click Save.
5. The Membership Decision column now appears in the Applications Grid.
   
   

Option 2

1. Navigate to the Contacts view by clicking Contacts from the Navigation Menu.
   
   
2. Click on a Contact to view its record.
3. Open the Properties tab to find the Membership Decision field.
   
   

Submitting an Applicant Membership Appeal

To find applicants with a Membership Denied decision, you may also add a filter to the Applications Grid. Then you can select the appropriate applications and submit your appeal. To do this:

1. Filter the Applications Grid to show applicants with a Membership Denied decision. This is done by filtering by the Application Property of Consortium Membership Decision. Look for those that contain Membership Denied (MEM-DEN).
   
2. From the filtered list, select an applicant record.
3. Go to the Review Panel and complete the applicable fields.
   
4. Click Save to submit your appeal. The Consortium will review all appeals and decisions will be released per the project plan.

Fellowship Grid

The fellowship grid is required for Consortium staff to prepare for the annual fellowship meeting in March. This is a master grid containing all applicants, membership decisions, school rankings details, and program designations with associated admission and fellowship decisions (if applicable.)

Setting Admission Decisions on Applicants

On the specified date when schools can begin making admission decisions, the Edit Applicant Decision permission will be enabled in Outcomes. When you are ready to input admission decisions on my applicants, log in to Outcomes and select Applications from the Navigation Menu. There are two options for rendering admission decisions.

Entering Applicant Admission Decisions in Batch

To set your decisions in batch:

1. Navigate to the Applications view by clicking Applications from the Navigation Menu.
   
   
2. Check the boxes next to the appropriate applicant records.
3. Click Set Decision from the menu that appears.
   
   
4. Select the appropriate decision. Choose Accepted (AC), Not Accepted (NC), or Waitlisted (WL).
   
   
5. To undo decisions in batch, click Unset decision from the same menu.
   
   

Entering Applicant Admission Decisions Individually

To set your decisions on individual applications:

1. Navigate to the Applications view by clicking Applications from the Navigation Menu.
   
   
2. Click on an application to open it.
3. From the panel on the left, click Decision. 
4. Select from one of the appropriate decisions:
   • Accepted (AC)
   • Not Accepted (NC)
   • Waitlisted (WL)
      
     
5. To undo decisions, click Unset decision.
   
   

Note that applicant rankings will not be shared with schools until the admission decision is submitted.