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University of Hawaiʻi – West Oʻahu Undergrad Quick Start Guides

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Overview

This guide for the University of Hawai’i (Four Year) Undergraduate Universities (University of Hawaiʻi – West Oʻahu) provides you with documentation to get started with Outcomes.

Outcomes is a cloud-based admissions management platform that provides you with tools to streamline your admissions processes. With the software, you can:

  • Manage each application as it progresses through the admissions cycle.
  • Manage collective groups of applications.
  • Obtain holistic views of your applicant pool.
  • Communicate with applicants and other key contacts.

Contact Support

For product and technical assistance, contact us by email at outcomessupport@liaisonedu.com or by phone at 617-221-7838. Note the following:

  • Hours of operation: Monday – Friday, 9 AM – 5 PM ET.
  • We typically provide responses to emails within two business days; however, response times can take up to three business days when we’re at our busiest.
  • To ensure that you receive all our email messages, add our email address to your Safe Sender list.

Be aware our offices are closed on the following holidays:

  • New Year's Day
  • Martin Luther King Jr. Day
  • Presidents' Day
  • Memorial Day
  • Juneteenth
  • Independence Day
  • Labor Day
  • Columbus / Indigenous Peoples' Day
  • Thanksgiving
  • Day after Thanksgiving
  • Christmas Day

 

Configuring Users and Roles

Step #

Actions

Notes and Considerations

1

Review the Managing Users documentation.

 In Outcomes, as you add new users, you can establish Roles for different people who need to accomplish different tasks throughout your admissions process.

2

Review the Managing Roles documentation.

  

Think of the different users at your institution that will need to work with the software. Consider what limitations to their access may need to be implemented. If there are any groups of users who will need similar access, you can build Roles, allowing you to apply the same set of permissions to the entire group.

Working with the Student Portal

Step #

Actions

Notes and Considerations

1

Familiarize yourself with the application.

Visit your campus's Student Portal to learn what applicants will see:

2

Review the Application Forms documentation.

 Also review the Preconfigured Settings documents to see the Application Forms that were initially configured for your campus.
3 Learn about Configuring Programs. Review the Preconfigured Settings documents to see how your Program Settings settings were initially configured.
4 Learn how to Configure your Student Portal. Review the Preconfigured Settings documents to see how your Student Portal settings were initially configured.

Reviewing Applications

Step #

Actions

Notes and Considerations

1

Learn how to navigate the Applications Grid.

 If there are other pieces of information you'd like to see more readily when scanning your applications, the Applications Grid can be modified to suit your needs.
2 Learn how to navigate an application. Each data point on an application is an Application Property. These properties can be used in other areas of the software (e.g., when building filters and exports). If there are data points that you'd like to capture that aren't located anywhere on the standard application, you can build Custom Properties that you can add to the application.

3

If there are data points that you'd like to have presented more prominently on your applications, consider adjusting the content of Application Summary or Sidebar.

  
4 Learn about using Filters and Segments to categorize your applications based on conditions they meet. The Automation features in Outcomes often work with these Segments.

In Outcomes, Segments allow you to isolate and work with groups of applications based on the criteria of your choice. After opening a Segment or running a filter, you can perform batch actions on all the applications that meet your criteria.

The UH Core Team has created Segments for your use. You can access them by navigating to the Applications grid and opening the dropdown at the top of the page. Review the Preconfigured Settings documents to see the Segments that were configured for your campus.
5 Review Managing Phases to learn how to organize applicants in a way that corresponds with their current status in your process. Phases are different buckets, or statuses, in which you can place applicants to keep track of where they are in your process. Learn how to create Phases and link your Evaluation Forms to them.

Review the Preconfigured Settings documents to see the Phases that were configured for your campus.
6

As you prepare to review applications, consider what should be included in your review process.

If you decide to use the software's built-in Evaluation Forms, learn how to build them. Review the Preconfigured Settings documents to see the Evaluation Forms that were configured for your campus.

 
7

Many actions in Outcomes can be completed automatically - either based on specific actions that you set as triggers, or based on set days and times that you'd like actions to be completed.

  
8

Learn about Automation Rules. These are actions you want to have automatically completed at a given date and time.
Review the Preconfigured Settings documents to see the Automation Rules that were initially configured for your campus.
9 Learn about Workflow Automation. These are actions that should occur at different stages throughout the application cycle when specified conditions are met. Review the Preconfigured Settings documents to see the Workflows that were initially configured for your campus.
Once you've determined your application requirements and ensured that you have a way to track the completion of these requirements, you can flesh out your process for reviewing applications.

Communicating with Applicants

Step #

Actions

Notes and Considerations

1

You can design communication Campaigns using the Marketing features in Outcomes. This allows you to stay in touch with applicants throughout your process.

  

2

Learn about creating Email Templates or Text Messages to send to applicants at different times of the application cycle.

  
3 You can also use System Emails to quickly correspond with applicants.  
You can use your Segments to send correspondence to many applicants simultaneously.

Recruiting Applicants

Step #

Actions

Notes and Considerations

1

The Contacts section of Outcomes lets you keep a record of people you need to stay in touch with. Learn how to configure the data points the software includes for each of your Contact Types.

You can use the Contacts section to keep a record of your recruits. It also gives you a place to keep track of your communication with students, advisors, or anyone else you'd like to communicate with throughout the cycle.

 
2 Outcomes allows you to add Contacts in several ways. Learn how to import Contacts.  

3

Learn to configure Inquiry Forms, which you'll use to collect information from visitors to your portal.

  
4

Learn how to work with your Inquiry Portal, which provides an interface that prospective applicants, advisors, and other contacts can interact with.

  

Reporting

Step #

Actions

Notes and Considerations

1

The Dashboard in Outcomes is made up of several reports. This allows you to get a snapshot of the information that is most relevant to you.

  

2

Learn about working with Goals. This feature allows you to set a target number of applications that meet the criteria of your choice (e.g., In State applicants). Then, you can use the charts to track your progress toward meeting that goal.

  

Working with Custom Properties

Step #

Actions

Notes and Considerations

1

 If there are data points that you'd like to capture that aren't located anywhere on the standard application, you can build Custom Properties that you can add to the application. Several Custom Properties have been configured for you. This includes properties that capture data related to Application Status, Fee Waiver Status, Student Type, and Residency,  among other things.

Exporting Applicant Data

Step #

Actions

Notes and Considerations

1

 Outcomes allows you to design Exports so you can extract the application data you need into various formats. You can use Segments and filters to isolate applicants that you'd like to include in an export.

Working with Residency

Step #

Actions

Notes and Considerations

1

 In your version of Outcomes, there are several preconfigured tools to capture each appplicant's residency status. These preconfigured items include Applicant Forms and Custom Properties.
2 Review the Residency Workflow document to learn how residency status is determined.  
3 Review the Residency Questions and Answers document to see a complete list of residency-related applicant questions. Many Custom Properties used for these applicant questions are configured with JavaScript. Should the need arise, you can review the Residency Form JavaScript document to see the original configurations.

Working with the Inquiry Portal

Step #

Actions

Notes and Considerations

1

 The Inquiry Portal allows you to collect information from recruits and other interested parties. Those who complete an Inquiry Form are added as Contacts in Outcomes. Review the Managing Contacts documentation to learn how to work with these records.  
2 Visitors to your Inquiry Portal can respond to Inquiry Forms that you configure in Outcomes. Review the Configuring Inquiry Forms documentation to learn how.  
3 You can modify your Inquiry Portal by adjusting its appearance and which Inquiry Forms it uses. Review the Configuring Your Inquiry Portal documentation to learn more.  

Working with the Events Portal

Step #

Actions

Notes and Considerations

1

 The Events Portal allows you to manage events that applicants, recruits, or other associates are invited to attend. Review the documentation on Working with Events.  
2 Visitors to your Events Portal can respond to Inquiry Forms that you configure in Outcomes. Review the Configuring Inquiry Forms documentation to learn how.  
3 Review the documentation to learn more about Configuring Events.  

Working with Conversations

Step #

Actions

Notes and Considerations

1

 The Conversations feature in Outcomes allows you to review, reply, and manage text message threads between you and your contacts. Review the Working with Conversations documentation to learn more. Learn how to navigate the conversation-related areas of the Contacts page by reviewing the Navigating a Contact Record documentation.
2 You can send individual text messages to your contacts using the Quick Messages feature.  

Preconfigured Settings

Each of Hawaii's four-year undergrad campuses is preconfigured with different settings in Outcomes. This includes different Segments, Evaluation Forms, Phases, and Automations. Each campus also has its own application forms, program settings, and Student Portal. Review the information below to learn more about these settings for the University of Hawaiʻi – West Oʻahu.

List of Preconfigured Items

Review the grid below for a list of the Segments, Evaluation Forms, Phases, Automations, and Workflows that were originally configured for your campus. For a more detailed view, including screenshots of each item, review the Detailed Configuration Documents.

Segments

Evaluation Forms

Phases

Automations

Workflows

Preconfigured Segments include:

  • Fee Waiver Phase
  • Pending Documents Phase
  • TCE Phases

Preconfigured Evaluation Forms include:

  • Initial Missing Items Review Form (Pending Docs Phase)

  • Transcript Evaluations Form (TBA Evaluation Phase)

  • Additional Documents Review Form (Require Additional Documents Phase)

  • Refusal Evaluation Form (Refused Phase)

  • Transfer Credit Evaluation Form (TCE New Applicant Review)

Preconfigured Phases include:

  1. In Progress
  2. Fee Waiver Requests
  3. Pending Docs
  4. TBA Evaluation
  5. Require Additional Documents
  6. Decision Outcomes
    • Admit
    • Provisional Admit
    • Refused
  7. Waiting for Intent
  8. Intent Received
    • Student Accepted
    • Student Declined
  9. TCE
    • TCE New Applicant Review
    • TCE Continuing Student Review
  10. Completed

Preconfigured Automations include:

  • Application Status – Submitted
  • Fee Waiver Phase
  • Final Admissions Type
  • Final Application Type
  • Final Residency Type
  • Final Student Type

Preconfigured Workflows include:

  • Initial Review Complete
  • Application Status Assignment
  • Force Copied App Reindex
Detailed Configuration Documents

After working in Outcomes, you may adjust some settings and build new items to meet your needs. In this case, if you need to review the original settings, use the documents below for a detailed view, including screenshots, of how each item was originally configured. For a list of each configured item, review the List of Preconfigured Items.

Document

Details
University of Hawaiʻi – West Oʻahu Outcomes Configurations

Use this guide to review the original settings for University of Hawaiʻi – West Oʻahu. Included are screenshots that detail the following items:

  1. Application Segments
  2. Evaluation Forms
  3. Phases
  4. Automations
  5. Workflows
University of Hawaiʻi – West Oʻahu Application Configurations

Use this guide to review the original application settings for Hawaiʻi – West Oʻahu. Included are screenshots that detail the following items:

  1. Applicant Forms
  2. Program Settings
  3. Student Portal
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