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Liaison

Searching for Applicants

  1. Using the Menu Bar, open the Applicants panel, then click Search.
  2. You can apply one or more filters to refine the list of search results. Only applicants you have permission to view will appear in your results. To apply filters, click the Show Filters button.

    updated-search-applicants-page.png
  3. Enter your criteria, then click Search. Note that the Last Name, First Name, and AAMC ID fields match information in the Applicant Header; State and Email Address match the Preferred Address; and Application Available Date matches the date that appears in the Designation panel. The State filter searches for the State the applicant listed in their Preferred Address, while the State of Legal Residence filter searches for the State the applicant listed as their State of Legal Residence.
  4. You can click Reset Criteria to clear the filters you've set.

Sorting Results

Click the Sort Results button to sort your results by name, email address, or ID number.

Applying Search Actions to Selected Applicants

Using the checkboxes in the first column of your search results, you can select multiple applicants and apply an action.

Search Actions.png

  • Add Checked Applicants to Clipboard: add the selected applicants to the Clipboard.

  • Assign Checked Applicants: assign the selected applicants to a specific admission user (this function only appears if Assignments are configured).

  • Interview Checked Applicants: create an Interview for the selected applicants (this function only appears if Interviews are configured).

  • Change Checked Applicants' Status: change the Local Status for the selected applicants (this function only appears if Local Statuses are configured).
  • Email Checked Applicants: send an email to the selected applicants.
  • Clear Last Exported Date Timestamp for Checked Applicants: remove the Last Exported date recorded in WebAdMIT for the selected applicants.
  • Update Custom Fields for Checked Applicants: update the custom fields that have been defined for selected applicants (this function only appears if Custom Fields are configured).
  • Accept Checked Applicants Requirement Criterion: select a requirement and update the response to that requirement for the selected applicants (this function only appears if Requirements are configured).

  • Enable Applicant Gateway Activities for Checked Applicants: activate the pre-configured Applicant Gateway activities for selected applicants (only available for select CASs; this function only appears if Applicant Gateway activities are configured).
  • Save Search Results as List: save the filters you selected as a list (accessible via the List Manager).

Warning: enabling Applicant Gateway Activities and Assigning/Interviewing Checked Applicants are advanced functions that can’t be undone in batch. Confirm that your search results and selections are accurate before performing the change.

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