Transfer Settings Guide

Overview

WebAdMIT's Transfer Settings feature allows you to transfer templates from a previous cycle to a current cycle. The feature is typically available within the first week of the CAS application launch.

In this guide, we provide information on:

How programs are carried forward each cycle in the CAS Configuration Portal.
What templates (also referred to as items in this document) are carried forward each cycle in WebAdMIT.

Important note!

The Transfer Settings feature is an advanced feature in WebAdMIT and can be used by a single user once per cycle for each organization. Review this document in its entirety before using this feature.

Note that this document may not apply to your CAS; if you have any questions, contact a member of your account team.

Why run a Transfer Settings?

Transferring your settings can make starting a new cycle easier for you. Instead of rebuilding templates cycle to cycle, you can use a simple 3-step process to pull forward templates from one cycle to the next. Once your templates are in the new cycle, you must review and edit them to reflect any updated processes.

Who can run a Transfer Settings?

Institution Managers who are in the WebAdMIT Administrators Work Group for the new and previous cycles can initiate a Transfer Settings.

What gets transferred?

Active templates from the following WebAdMIT features are included in the transfer (deactivated templates are excluded from the transfer):

Applicant Lists and Reports & Exports panels:

List Manager
Export Manager
Report Manager
PDF Manager
Destination Manager
Cycle-specific fields, such as program custom questions in Exports and Lists

Management panel:

Work Groups
Custom Fields
Local Status
Local GPAs
Prerequisite GPAs
Requirements
Scoring
Assignments
Interviewing
Email Templates* (attachments are also carried forward)
Email Addresses
Schedule Manager (all schedules will be disabled; schedules for the partial view report for In Progress applicants are not carried forward)

*If you include images in your email templates, ensure the image URLs don't include spaces (which appear in the URL as %20), as this can prevent the email template from carrying forward during transfer settings.

Example of an acceptable URL: https ://sample.com/school_logo.png
Example of an unacceptable URL: https://sample.com/school%20logo.png

What doesn’t get transferred?

The following WebAdMIT features are excluded in the transfer and need to be rebuilt in the new cycle:

Applicant Header
Cycle-specific fields, such as applicant-facing prerequisites built in the CAS Configuration Portal or Applicant Gateway questions

How do users get transferred?

When a new cycle opens, users in the WebAdMIT Administrators Work Group are automatically added to the new cycle by Liaison. Users who are not WebAdMIT Administrators are added to the new cycle through the Transfer Settings process and their previous Work Groups and programs are re-assigned. Note that anyone who has already been created in the new cycle will not be re-added during the Transfer Settings process.

As a best practice, review your users' accounts to ensure everyone is placed in a Work Group and has the appropriate programs selected. Contact a member of your account team with questions regarding this.

Important Considerations and Recommendations

Before initiating the Transfer Settings feature, consider the following:

Consideration	Recommendation
The Transfer Settings process can only be completed by a single user once per cycle for each organization. Additionally, Transfer Settings can only be completed within the same CAS. For example, you can transfer settings from CSDCAS 2023-2024 into CSDCAS 2024-2025, but you cannot transfer settings from CSDCAS 2023-2024 into PharmCAS 2024-2025.	Decide who will initiate the transfer for your organization. Ensure that they are listed as an Institution Manager and placed in the WebAdMIT Administrators Work Group for the previous and new cycles. Also, ensure that they have access to all programs in the previous and new cycles.
All active templates are included in a Transfer Settings.	When transferring your settings, first review templates in your previous cycle to confirm that you'll want to carry them forward in the new cycle. If you don't want to carry a template forward, simply deactivate or delete it in the old cycle before carrying it forward. You can deactivate, delete, or repurpose templates in the new cycle if you later decide you don't want to use them.
Transfer Settings considers which programs are available in each cycle and CAS and whether they are linked. If your program existed in a previous cycle, that link is automatically established when it is transferred into a new cycle by the Liaison team or by you through the Import Program feature. If this link is not established, then templates associated with a program in the previous cycle will not automatically be activated for the same program in the new cycle.	Be sure to use the already-established program transfer methods (e.g., the Liaison team transferring programs or the Import Program feature) to bring programs forward into the new cycle. If your program is new, contact a member of your account team to set up this link.
Several templates in WebAdMIT are owned by a creator and can be shared with select Work Groups. Features with this functionality include: Lists Exports Reports PDF Manager templates Email Templates (these templates are not shared via Work Group and are instead visible to either the user who created them or all users)	By default, the original owner/creator for these templates remains the owner after the Transfer Settings is run, and can continue to make edits in the new cycle. If the original owner does not exist or is not active in the new cycle, the user who runs the Transfer Settings feature will become the owner of these templates in the new cycle. Discuss with your team which user should run the Transfer Settings and will be the point person for any future template edits.
Several templates are shared and visible to all users, and activated for specific programs. These templates are impacted by the Institution Manager's program access when settings are transferred. These templates include: Custom Fields Local Status Local GPAs Prerequisite GPAs Requirements Scoring Assignments Interviewing Email Addresses	For example, if the template is active for program A and you have access to programs A and B, then the template will automatically be activated for program A. However, if the template is active for program A and you have access to program B, then the template will not automatically be activated for program A. Ensure that the user who initiates the transfer has access to all programs in the previous and new cycles to avoid any discrepancies. Also, review all templates after the transfer to ensure that they are assigned to the correct program(s). Note these additional behaviors: If a template is only active for program A in the previous cycle, but program A doesn't have a matching program in the new cycle, and the user who is initiating the transfer has access to programs B and C, then the template will automatically be activated for programs B and C. For Assignments and Interviewing templates, if they don't have a matching program in the new cycle, then they will carry forward but be deactivated. You can reactivate them and select the programs they need to be activated for.
Admissions users' accounts have the new cycle added to their account and Work Groups re-assigned. The programs selected under Program Assignments are impacted by a user's program access when settings are transferred.	For example, if an admissions user's account has program A selected under Program Assignments, and you have access to programs A and B, then the admissions user's account will automatically have program A selected after you run the Transfer Settings. However, if an admissions user's account has program A selected under Program Assignments, and you only have access to program B, then the admissions user's account will not automatically have program A selected. Ensure that the user who initiates the transfer has access to all programs in the previous and new cycles to avoid any discrepancies. Also, review your users' accounts and select any programs that they need access to under Program Assignments.
Custom questions that are included in List and Export templates do not need to be re-added in the new cycle. For example, you built question A for your program in the CAS Configuration Portal for the CSDCAS 2023-2024 cycle and included question A field in a List and Export in WebAdMIT. Question A will carry forward in your Lists and Exports in the CSDCAS 2024-2025 cycle in WebAdMIT.	Your questions must remain from cycle to cycle in order to transfer (i.e., you cannot delete the question). If you delete the question and re-add it in the CAS Configuration Portal, the question field will not be included in Lists and Exports because it is considered a new question.
Applicant-facing prerequisites built in the CAS Configuration Portal and Applicant Gateway questions are not included in List or Export templates and will need to be re-added in the new cycle. For example, you built prerequisite A for your program in the CAS Configuration Portal for the CSDCAS 2023-2024 cycle and included prerequisite A field in a List and Export in WebAdMIT. Prerequisite A is cycle-specific, and therefore doesn't carry forward into the CSDCAS 2024-2025 cycle in WebAdMIT.	If you choose to include the same prerequisite in the CAS Configuration Portal or Applicant Gateway question for the new cycle, you will need to edit your List and Export and re-add that same field.
If your CAS allows applicants to be deferred from one cycle to the next, the applicants must be placed in the Deferred Decision Code in the previous cycle before the transfer is initiated. These applicants are then placed in the Deferral application status in the new cycle. Additionally, the programs must be linked across cycles; otherwise, the applicant will not carry forward into the new cycle. Review the Deferring Applicants via Transfer Settings guide for more information on deferring applicants.	For example, suppose an applicant applied to Program A in the previous cycle. To ensure the applicant carries forward into the new cycle, Program A must be linked across the previous and new cycles. Note that for deferred applicants in the new cycle, only the Applicant Header, Contact Information, and Designations panels will contain data.
Once the transfer is complete, you may need to perform additional edits.	After transferring your templates, be sure to review them to ensure they transferred correctly. Note the following: Discrepancies can occur if the application was updated and new data was collected from applicants. Review lists and exports to confirm if updates are needed. Program-specific fields created in the CAS Configuration Portal and Applicant Gateway are not included in the transfer and will need to be re-added to lists and exports. Templates and data within templates may also be listed in a different order than the previous cycle.

Consideration

Recommendation

The Transfer Settings process can only be completed by a single user once per cycle for each organization. Additionally, Transfer Settings can only be completed within the same CAS.

For example, you can transfer settings from CSDCAS 2023-2024 into CSDCAS 2024-2025, but you cannot transfer settings from CSDCAS 2023-2024 into PharmCAS 2024-2025.

Decide who will initiate the transfer for your organization. Ensure that they are listed as an Institution Manager and placed in the WebAdMIT Administrators Work Group for the previous and new cycles. Also, ensure that they have access to all programs in the previous and new cycles.

All active templates are included in a Transfer Settings.

When transferring your settings, first review templates in your previous cycle to confirm that you'll want to carry them forward in the new cycle. If you don't want to carry a template forward, simply deactivate or delete it in the old cycle before carrying it forward. You can deactivate, delete, or repurpose templates in the new cycle if you later decide you don't want to use them.

Transfer Settings considers which programs are available in each cycle and CAS and whether they are linked. If your program existed in a previous cycle, that link is automatically established when it is transferred into a new cycle by the Liaison team or by you through the Import Program feature.

If this link is not established, then templates associated with a program in the previous cycle will not automatically be activated for the same program in the new cycle.

Be sure to use the already-established program transfer methods (e.g., the Liaison team transferring programs or the Import Program feature) to bring programs forward into the new cycle.

If your program is new, contact a member of your account team to set up this link.

Several templates in WebAdMIT are owned by a creator and can be shared with select Work Groups. Features with this functionality include:

Lists
Exports
Reports
PDF Manager templates
Email Templates (these templates are not shared via Work Group and are instead visible to either the user who created them or all users)

By default, the original owner/creator for these templates remains the owner after the Transfer Settings is run, and can continue to make edits in the new cycle.

If the original owner does not exist or is not active in the new cycle, the user who runs the Transfer Settings feature will become the owner of these templates in the new cycle. Discuss with your team which user should run the Transfer Settings and will be the point person for any future template edits.

Several templates are shared and visible to all users, and activated for specific programs. These templates are impacted by the Institution Manager's program access when settings are transferred. These templates include:

Custom Fields
Local Status
Local GPAs
Prerequisite GPAs
Requirements
Scoring
Assignments
Interviewing
Email Addresses

For example, if the template is active for program A and you have access to programs A and B, then the template will automatically be activated for program A. However, if the template is active for program A and you have access to program B, then the template will not automatically be activated for program A.

Ensure that the user who initiates the transfer has access to all programs in the previous and new cycles to avoid any discrepancies.

Also, review all templates after the transfer to ensure that they are assigned to the correct program(s).

Note these additional behaviors:

If a template is only active for program A in the previous cycle, but program A doesn't have a matching program in the new cycle, and the user who is initiating the transfer has access to programs B and C, then the template will automatically be activated for programs B and C.
For Assignments and Interviewing templates, if they don't have a matching program in the new cycle, then they will carry forward but be deactivated. You can reactivate them and select the programs they need to be activated for.

Admissions users' accounts have the new cycle added to their account and Work Groups re-assigned. The programs selected under Program Assignments are impacted by a user's program access when settings are transferred.

For example, if an admissions user's account has program A selected under Program Assignments, and you have access to programs A and B, then the admissions user's account will automatically have program A selected after you run the Transfer Settings.

However, if an admissions user's account has program A selected under Program Assignments, and you only have access to program B, then the admissions user's account will not automatically have program A selected.

Ensure that the user who initiates the transfer has access to all programs in the previous and new cycles to avoid any discrepancies.

Also, review your users' accounts and select any programs that they need access to under Program Assignments.

Custom questions that are included in List and Export templates do not need to be re-added in the new cycle.

For example, you built question A for your program in the CAS Configuration Portal for the CSDCAS 2023-2024 cycle and included question A field in a List and Export in WebAdMIT. Question A will carry forward in your Lists and Exports in the CSDCAS 2024-2025 cycle in WebAdMIT.

Your questions must remain from cycle to cycle in order to transfer (i.e., you cannot delete the question). If you delete the question and re-add it in the CAS Configuration Portal, the question field will not be included in Lists and Exports because it is considered a new question.

Applicant-facing prerequisites built in the CAS Configuration Portal and Applicant Gateway questions are not included in List or Export templates and will need to be re-added in the new cycle.

For example, you built prerequisite A for your program in the CAS Configuration Portal for the CSDCAS 2023-2024 cycle and included prerequisite A field in a List and Export in WebAdMIT. Prerequisite A is cycle-specific, and therefore doesn't carry forward into the CSDCAS 2024-2025 cycle in WebAdMIT.

If you choose to include the same prerequisite in the CAS Configuration Portal or Applicant Gateway question for the new cycle, you will need to edit your List and Export and re-add that same field.

If your CAS allows applicants to be deferred from one cycle to the next, the applicants must be placed in the Deferred Decision Code in the previous cycle before the transfer is initiated. These applicants are then placed in the Deferral application status in the new cycle. Additionally, the programs must be linked across cycles; otherwise, the applicant will not carry forward into the new cycle.

Review the Deferring Applicants via Transfer Settings guide for more information on deferring applicants.

For example, suppose an applicant applied to Program A in the previous cycle. To ensure the applicant carries forward into the new cycle, Program A must be linked across the previous and new cycles.

Note that for deferred applicants in the new cycle, only the Applicant Header, Contact Information, and Designations panels will contain data.

Once the transfer is complete, you may need to perform additional edits.

After transferring your templates, be sure to review them to ensure they transferred correctly. Note the following:

Discrepancies can occur if the application was updated and new data was collected from applicants. Review lists and exports to confirm if updates are needed.
Program-specific fields created in the CAS Configuration Portal and Applicant Gateway are not included in the transfer and will need to be re-added to lists and exports.
Templates and data within templates may also be listed in a different order than the previous cycle.

Initiating the Transfer Settings Process

To initiate the Transfer Settings:

Locate the Transfer Settings from Previous Setup panel in the center section of the Dashboard. This feature is available at the beginning of a new cycle and accessible to only Institution Managers who are in the WebAdMIT Administrators Work Group.
Click Click here to initiate a settings transfer..., then review the templates that will be carried over.
When you are finished, approve the transfer.

CAS Configuration Portal: Program Transfers

Approximately 3-4 months before the launch of a new cycle, Liaison automatically carries forward programs from a previous cycle into a new cycle. This includes all open, closed, and archived programs, but excludes any deleted programs. All program data, including any custom branding, instructions, questions, documents, prerequisites, evaluations, college transcripts and coursework, and integrations with third parties (e.g., SlideRoom, Kira, etc.) are included in the transfer. Program open and close dates are automatically adjusted to reflect the new cycle. For example, if your program open date in the previous cycle was 01/01/2024, then it will be 01/01/2025 in the new cycle.

Once a program is transferred into the new cycle, the data can be edited via the CAS Configuration Portal. Each program must be submitted for review and approval before it is made available in the new application cycle.

Get Ready Checklist

Use the recommended checklist below to follow your progress through each Transfer Settings process. Download and print the PDF checklist here.

When	What	Where
4-6 months before the new cycle starts	Review your program(s) and delete any that you aren't using and don't want to be carried forward into the new cycle.	CAS Configuration Portal
2-3 months before the new cycle starts	Look for an email alerting you that the CAS Configuration Portal has opened.	CAS Configuration Portal
2 months before the new cycle starts	Review all templates created by you and other users and delete/deactivate any that you are not using and do not want to be carried forward into the new cycle.	WebAdMIT
1-2 months before the new cycle starts	Review your program(s) and make any changes as needed. Submit your program(s) for review and alert a member of your account team.	CAS Configuration Portal
1 month before the new cycle starts	Decide who will initiate the transfer for your organization. Ensure that they: Are listed as an Institution Manager and placed in the WebAdMIT Administrators Work Group for the previous and new cycles. Have access to all programs in the previous and new cycles. This person can edit all users' accounts to ensure they are placed in the appropriate Work Groups and have the appropriate program(s) added to their account.	WebAdMIT
Day of the new cycle start	Look out for an email alerting you that the CAS application and WebAdMIT have opened.	WebAdMIT
First week after the new cycle starts	Look for the Transfer Settings from Previous Setup panel on the Dashboard. Alert the individual who will be transferring your settings that this is available.	WebAdMIT
After the transfer has completed	Check all features to ensure they carried forward correctly, and make edits as needed.	WebAdMIT

FAQs

I approved the Transfer Settings, but I don't want some of my templates to carry over. What do I do?

Once you click Approve settings transfer, you can't change which templates will carry over. You can deactivate or delete templates once they appear in your new cycle or rebuild templates that were not originally included in the transfer.

Why didn't my program custom prerequisites or Applicant Gateway fields carry over in my list and export templates?

These fields are tied to the program in the CAS Configuration Portal or Applicant Gateway and are therefore cycle-specific. You will need to add the new program prerequisites you created in the CAS Configuration Portal or Applicant Gateway questions for the new cycle to your templates.

Why do I have to edit templates in the new cycle?

Transfer Settings is designed to help you save time and effort in the new cycle, but it is not a perfect copy of your settings from the previous year. Moreover, admissions processes change from cycle to cycle, and templates that you used in the previous cycle might not reflect your new needs. For this reason, all templates should be reviewed to ensure that the correct fields and criteria are included. Examples of features to review include:

Dates and attachments in email templates
Program-specific fields in lists and exports
Work Groups, lists, and panels settings in PDF Manager templates
Operators and criteria values in lists
Order of templates in Local Statuses, lists, Custom Fields, and email templates
Order of questions in assignments and interviews

Another user at my institution initiated the Transfer Settings. Can I undo/redo that?

No, Transfer Settings can only be used by a single user once per cycle for each organization. Transfer Settings can't be undone or reset either.

I have access to the new cycle but can't see any applicants. What should I do?

To view applicants in WebAdMIT, you must be placed in a Work Group and have programs selected under Program Assignments. You can check if your account is correctly set up under Account in the top right of the Dashboard. If your account needs to be edited, either contact your Institution Manager or the Client Support Specialist team.