To process an application:

  1. From the persona menu, select onBoard.
  2. Select Applications under Process.
  3. Choose the appropriate candidate from the left-hand column.
  4. Review the following:
    • Relationships: If the prospective family entered relationships on the application form that already exist in the candidate’s Contact Card, those relationships will appear in a gold box and no changes can be made.
    • If the prospective family entered relationships on the application form that do not already exist in the candidate’s Contact Card, those relationships will appear in a gray box. If Admissions Managers and Staff click "Select," the user will be added to the candidate’s Contact Card. Managers and Staff can also edit the new user’s information by clicking on the pencil icon.
    • Potential duplicate users will appear if the prospective family entered information (e.g. name, email) on the application form that matches an existing user in the database (but who is not associated with the candidate). Admissions Managers and Staff can view the information that was submitted on the application form and compare it to the existing user’s information.In addition to being able to edit the information that was submitted on the application form, Managers and Staff can also drag the email, phone and/or address that was submitted on the application form to an existing user to update that user's information. Managers and Staff can then click "Select" for the new user (from the application form) or click "Select" for the existing user. Clicking "Select" for either user will add them to the candidate’s Contact Card.
    • Application Form Anomalies: If the prospective family entered information on the application form that does not match existing information on the candidate’s detail page (e.g. testing information, current school information), Admissions Managers and Staff can select to overwrite the existing information upon processing the application or leave the existing information as is.
    • Other Considerations: Click "Print Application" to view the full application in a pdf. Click "Review Writing Sample Submission" to view the candidate’s submitted writing sample in a pdf.

  5. Click Process.