How to Review Applications Electronically with Recruiter A discussion of how to eliminate the need for hardcopy applications Presented by: Angela Skjeie, Mgr. Admin. Svcs & Danice Shulund Operations Coord. Institution: Pacific University Oregon Date: August 12, 2014 Session ID:

Benefits to Electronic File Review $aves paper costs, file space Quicker application file processing Electronic copy more secure than hard copy storage Easy access to applications for recruiters Quicker decision notification Keep PDF longer than paper copy

Prospect Record Access student’s application through prospect record See PDF of Supplemental items on screen Access Review notes

Supplemental Item Submission Attach PDF to Supplemental Item Submission via Prospect Record Connect Application to Supplemental Item so it can be viewed on the Application folder Submission Status viewable by student online

Application Folder Cover Page Application Supplemental Items Folder Management Review

Cover Page –Customizable section that allows you to view information regarding a prospect that the admissions recruiter needs. –Printable –Displays SAT/ACT scores, High School and College GPAs

Application - Displays the text version of the application (imported Common Application or Ellucian Online Application) *Not all fields of the Common App are displayed. They need to be custom mapped by your IT department if needed

Supplemental Items - Displays the items in the Prospect Record Supplemental Items Submission area, the submission status and the PDF attachments

Folder Management - Records the admissions decision and comments - Customizable -The file status is displayed here, including statuses coming back from Colleague/Banner system. Ie. Deposit and Deferred status

Review The Review page allows the recruiter to add comments & recommend a decision

Workflows A Workflow makes it all work automatically! Assign the Review to one person or a group, forward to another reviewer Create tasks to review application, process decision, ask for more information Create phone calls, other activities

Dashboards Set up customized Dashboards to keep track of it all View list of open Reviews View list of Completed Folders View list of open phone calls View list of pending decisions to process

Summary Electronic File Review makes processing applications faster, more efficient, cost-effective More secure than hard copy processing Customizable screens allows for accurate record keeping, easier to read Long term storage of electronic data over hard copy Workflows automate tasks that use to be manual

QUESTIONS OR COMMENTS? Presentor/s Angela Skjeie - Danice Shulund – Please complete the online session evaluation form Session ID