CSDCAS Program User Guide

Cycle Timeframes

Applicant Portal

The Applicant Portal opens in mid-July and closes in early July.

Configuration Portal

Between mid-April and mid-June, configurations are entered in the prelaunch environment. The Account Manager and Client Success Manager review submitted configurations in July.

WebAdMIT

You can view new applicants and initiate a transfer settings shortly after the new cycle opens in mid-July.

Program Participation Requirements

CSDCAS requires all programs to submit a participation agreement to CAPCSD and the Account Manager. When submitting this form, also designate two contacts at your institution who will receive all communication from CAPCSD and CSDCAS, including the configuration, application, and WebAdMIT launch notifications.

Applicant Portal

The first three sections of the CSDCAS application (i.e., Personal Information, Academic History, and Supporting Information) compose the core application. They contain questions that are commonly asked of applicants across all participating programs, such as an applicant's biographic information, standardized test scores, and experiences. The fourth section of the application is Program Materials, which is customized by you through the Configuration Portal (discussed in the next section).

You can access the CSDCAS application and CSDCAS Applicant Help Center to review the applicant experience. You can also create a test application in the Applicant Portal; we recommend creating a new account and adding "test" to your name (e.g., TestJohn TestDoe).

For a general overview of the applicant experience, review the following documents:

Applicant Processing Reference Guide: learn how applicants move through the application and Liaison processes applicant materials, such as transcripts and official test scores.
Application Statuses Reference Guide: review what each application status means and how you can interact with applicants at different stages.
- Requirements for the CSDCAS Complete application status can be found here.
CSDCAS Quick Start Guide and FAQs: a suggested timeline for completing and submitting the application and a FAQs section.

You can direct any applicant inquiries related to the application to CSDCAS Customer Service.

Configuration Portal

The Configuration Portal Guide contains all information related to configuring your program in the Applicant Portal. You will need to first create your program in the prelaunch environment and have it approved by the Account Manager and Client Success Manager before it is available to applicants.

Use the following checklist to make sure you configure your program efficiently and completely. Also, review the best practices found at the end of these articles. If any optional sections of the application are required for your program (e.g., experiences, test scores, etc.), you'll want to note this in your program configurations.

You must use a CSDCAS pre-approved deadline and use the Show Deadline option. Additionally, if you want applicants to submit an essay, you must configure it as either a Document or a Question as a CAS-level essay is not required.

You must submit your deadline color code preferences and program business rules as well. Institution Managers will be notified to submit this information before the start of each cycle.

☑ 1. Review the Application

Review the current application to get a sense of the questions that are already included and what you may want to add.
Start to pull together any details about your program and school that you want to share with applicants in the application.

☑ 2. Be Aware of Cycle Rollovers

Keep in mind that all pages from the current cycle will be rolled over to the new cycle.

☑ 3. Brand Your Program Page

Work with your Marketing or PR department to choose a branding image that meets the size and format specifications. Images have to be 900x270 pixels, and 250 KB or less.
Pull together your program’s introductory text and instructions, as well as any requirements information, including supplemental items/fees if you use a two-part application process.

☑ 4. Configure Questions and Question Rules

Review current school and supplemental applications to help you determine which questions you need to ask.

☑ 5. Configure Prerequisites

Pull together information on prerequisites, including any instructions.

☑ 6. Configure Documents

Ensure you have specific instructions for any documents you are requesting.

☑ 7. Preview and Submit Your Program

Monitor your program’s status by returning to the Configuration Portal.

WebAdMIT

Review the WebAdMIT Manual for any questions related to working in WebAdMIT. The Documentation and Reference Guides and WebAdMIT Training and Support sections are additional resources as you configure WebAdMIT for your needs. Documents commonly requested include:

API Overview: learn how to set up an API and schedule automatic data exports from WebAdMIT into your SIS/ERP.
Custom Export Field Layout: a comprehensive list of all fields available in the Export Manager, including associated lookup tables.
Master College Code List: a comprehensive list of all college names and their respective Liaison, MDB, CEEB, FICE, and/or IPED codes.
Reporting Final Decision Codes: learn how to use WebAdMIT to place applicants in Decision Codes and report them back to CAPCSD.
- Note that CSDCAS requires you to report the following Decision Codes by September 30 for the previous cycle:
  - Offer Withdrawn
  - Offer Declined
  - Matriculated
  - Denied
  - Deferred
  - Applicant Withdrew
Requesting Official GRE CAS Codes: a guide on how to create CAS-specific codes in order to receive official GRE scores in WebAdMIT.
- To apply for a CSDCAS GRE code, click here.
Transfer Settings Guide: a review of how programs and templates built in WebAdMIT are carried forward each cycle.

The Release Notes feature new enhancements in the Applicant Portal, Configuration Portal, and WebAdMIT, in addition to upcoming training opportunities.

For any questions, contact the Client Support Specialist Team.

Cycle Enhancements

2020-2021

The table below contains enhancements for CSDCAS for the cycle timeframes noted at the top of this page. Note that some sections have multiple enhancements. If an action is required by participating programs to use the enhancement, click the links under Enhancement Details to learn more. Additional enhancements may have been automatically released; review the Release Notes to learn more.

Portal	Section	Enhancement Details	Implementation	Availability
Applicant Portal	Academic History – Colleges Attended	The workflow for entering colleges has been improved. Enhancements include: The option to employ an e-transcript vendor from within the application (e.g., Parchment, National Student Clearinghouse, or Credential Solutions, where applicable) An improved process for uploading and previewing unofficial transcripts Enhanced display of requirements	No action required by participating programs to use this enhancement.	Available at cycle launch
Applicant Portal	Personal Information – Other Information	The following answers were removed from the Background Information question: I was accepted to the health professions program after academic reassessment at the completion of remedial courses. I have a diagnosed physical or mental impairment that substantially limits my participation in educational experiences and opportunities offered by a college.	No action required by participating programs to use this enhancement.	Available at cycle launch
Applicant Portal	Submit Application Page	The Submit Application page lists the term on each program’s tile. Previously, applicants needed to click the additional information icon to view the program’s term.	No action required by participating programs to use this enhancement.	Available at cycle launch
Configuration Portal	Organization Details	You can offer applicants a deep link to the application's Add Program page with your programs pre-filtered. This allows applicants to quickly access your programs without needing to set their own filters. If an applicant has not yet created an account, the deep link will first instruct them to create an account, and then will take them to the pre-filtered Add Program page.	Action required by participating programs choosing to use this enhancement.	Available at cycle launch
Configuration Portal	Program Details	Two new required fields are added to Program Details. The Deadline Definition field allows you to select which of the following requirements must be met by your deadline: Application submitted by deadline Application and transcripts received by deadline Application verified by deadline The Program Selection field allows you to select how many programs an applicant can apply to at your institution: Applicants can apply to one CSDCAS program at your university Applicants can apply to multiple CSDCAS programs at your university	Action required by all participating programs.	Available now
Configuration Portal	Questions	You can configure both organization- and program-level questions for your programs. This allows you to configure one set of questions that are asked by all programs in that organization for the CAS and cycle, and another set of questions that are asked by individual programs, as needed. Additionally, when you create a question in the Configuration Portal, you can choose to hide the question in the full application PDF in WebAdMIT. These questions will still display on the Applicant Details page in WebAdMIT and be available in the List Manager and Export Manager.	Action required by participating programs choosing to use this enhancement.	Available now
WebAdMIT	Applicant Details Page	You can quickly identify if an applicant has chosen to use the Professional Transcript Entry (PTE) service, where a PTE specialist enters the applicant’s completed coursework for an additional fee. The PTE Status field appears for all applicants under the Applicant Header on the Applicant Details page; it won’t appear in the full application PDF. It can be used in the List Manager, Export Manager, and Email Templates as a merge field. The possible values for this field include: TE-Awaiting Transcripts: the applicant has not submitted all required, official transcripts to the CAS. TE-Ready for Work: the applicant is in queue to have their coursework entered by a PTE specialist. TE-Pending Approval: the applicant must approve the entered coursework before their application is given a Complete date and placed in line for verification. Note that the applicant may have to meet additional CAS requirements, such as a minimum number of evaluations completed, before being given a Complete date. TE-Approved: the applicant has approved the entered coursework. If an applicant did not elect to use the PTE service, their PTE status is blank.	No action required by participating programs to use this enhancement.	Available at cycle launch