To create Reasons for Declining:

In the event a candidate declines a school's invitation to matriculate, it is important to capture the reasons for the decline.

To add a reason for declining admission:

  1. Navigate to onBoard.
  2. Select Settings > Candidate Profile Settings.
  3. To the right of Reason for Declining, click Edit.
  4. Enter your Reason for Declining in the "Name" field (i.e. Not enough Financial Aid, Attending different school, etc).
  5. Check off "Active" if you want this to be an Active type.
  6. Click Add.
  7. Repeat this process to add more reasons, or click Save to save and exit.


 

To specify the reason for declining on a candidate’s profile:

  1. Navigate to onBoard.

  2. Use the People Finder search, or select a candidate from the Recently Viewed/Recently Added tabs.

  3. On the Checklist tab of the candidate profile, click +Add New in the Decision section, or click Edit (yellow pencil icon) to edit an existing decision.

  4. Add/Edit Decision.

    • Entering Year: The school year the candidate will be entering.

    • Entering Grade: The grade level the candidate will be entering in to.

    • Decision Date: The date your school made their decision on the candidate.

    • Decision: Select your decision on the candidate.

    • Publish Date: The date and time you want your decision to be published to the candidate/family.

    • Expire Date: The date you want your decision to no longer be published to the candidate/family.

    • Candidate Decision: The candidate’s decision to attend/not attend the school.

      • If the candidate’s decision is “Declined” you will then  be able to enter their reason for declining. Reason for Declining only appears here if the candidate’s decision is “Declined.”

    • Candidate Decision Date: The date the candidate made their decision.

    • Attachment: Add an attachment to the candidate’s decision.

    • Comment: Enter any comments regarding the school/candidate’s decision.

  5. Save.