A checklist item is an item to be completed by an applicant for a school or organization. You can group related checklist items in a track. Checklist items in Admissions Office can include application fees, test scores, and medical forms. They are only available on applicant records and are generally used to assist in tracking the application process or the progression of the record during the Academic Year.

An action is a task or activity that needs to be completed. Actions can include meetings, mailings, phone calls, and email messages. Actions are available on both the Student and Applicant views of the record and are generally used to track a specific occurrence (i.e. Open House or Parent Conference).

For more information, refer to How to define checklist items and tracks in Admissions Office 7 (BB128549).