Managing Requirements

Best Practices in Setting Up a Review Process

If you're just getting started with building a review process in WebAdMIT, we recommend that, where applicable, you complete the following steps in the order listed:

Build a checklist of supplemental requirements for each applicant.
Track applicants during each stage of your admissions process.
Store information in Custom Fields that your program needs but is not collected from the applicant in the CAS application.
Upload documents directly to an application in WebAdMIT, whether it's a document the applicant sends you or one that you want to attach to their file.
Create tasks for reviewers through Assignments, where the reviewer can add their comments and scores.
Create and assign Interviews for reviewers, including tracking the date and location of the interview.
Score applicants based on institutional rating policies.
Depending on your CAS, you may also have access to retrieving background checks.

Additionally, explore these resources for best practices when building a review process:

Application Review Workflow for a sample review workflow you can adapt to your program's needs.
Template Naming Tips for best practices in naming templates you create.

Video Overview

Overview

WebAdMIT allows you to create a checklist of supplemental requirements for each applicant. Requirements can be tracked on a simple fulfilled/not fulfilled basis.

Requirements are available when working with Lists, Exports, and Email Templates as merge fields. You can also use Requirements to identify new and updated applicants.

Gaining Access to This Feature

The Requirements feature is available under the Management panel and access to this tool is controlled through Work Groups. You must have the:

Configure Software permission to create and edit Requirement templates.
Modify Applicants' Custom Fields, Local GPAs, Prerequisites, and Requirements permission to update an applicant's Requirement.

Creating Requirements

Once Requirements are configured, they can be worked with for each applicant in the Requirements panel on the Applicant Details page.

Using the Menu Bar, open the Management panel, then click Requirements.
Begin by creating a new Requirement category.
1. Click New Requirement.
2. Enter a name.
3. Select the programs associated with this Requirement.
4. Click Submit to save your template or Return to Requirements Manager to discard your template.
Once you create the Requirement category, then you can add criteria under it.
1. Click add criterion.
2. Enter a description for the new criterion.
3. If desired, you can additionally configure:
  - Due date
  - Comments, where you create a custom drop-down. You can select a default value, where each applicant has this value populated automatically. If you later change the default value, it will only affect new applicants.
  - Notes, where users can enter comments in a text box.
4. Click Submit to save your criterion or Return to Requirements Manager to discard the criterion.

Fulfilling Requirements

Once Requirements have been created, they can be updated for applicants:

Individually from the Requirements panel on the Applicant Details page.
In batch via Lists, Searches, or the Clipboard.

Each Applicant Details page contains a Requirements panel that populates with all the Requirements that have been created and enabled for the applicant. WebAdMIT keeps track of who made the most recent change to each Requirement.

Once all associated criteria are marked Yes or N/A, the set of requirements is considered complete and a green checkmark appears to the left of the requirement set name.

Fulfilling Requirements Individually

Navigate to the Applicant Details page.
Go to the Requirements panel.
Update the Force Fulfill drop-down and other fields, as necessary. You may need to use the tab key or click off the field to save your change. The row flashes green to indicate a saved change.

Requirements on an individual applicant page; multiple criteria are marked fulfilled

Fulfilling Requirements in Batch

You can run a batch Requirement update through the:

Search features using the Search Actions button.
Clipboard feature using the Clipboard Actions button.
List Manager using the List Actions button.

You can exclude applicants from your change by unchecking them before initiating a batch update.

Follow the steps below to run a batch Requirement update through the List Manager; you can follow similar steps for the Search and Clipboard features.

Using the Menu Bar, open the Applicant Lists panel, then click List Manager.
Click on a list name to run it.
Click List Actions.
Click Accept Checked Applicants Requirement Criterion.
In the window, select the Requirement from the drop-down.
Update the field as appropriate.
Select the designation(s) you'd like this change to impact.
Click Submit.

Fulfilling Requirements in batch

Managing Requirements

To manage existing Requirements, click Requirements from the Menu Bar.

Requirements Manager with a Requirement category and several criteria, with management functions

Reordering Requirements

Use the grip icon to drag and drop the Requirement category and criteria into the preferred order.

Editing Requirements

Use the pencil icon to edit an existing Requirement category and criteria.

Deactivating Requirements

Use the trash icon to deactivate Requirement categories and criteria.