Managing Your Terms

Managing Your Terms

Your application terms play a critical role in your team's ability to manage their application processing and decision workflow. The terms table affects various aspects of your business processes and should be managed appropriately. Please review the resource below on how to manage your application terms. 

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Set your new Terms

In order to manage the applications that your team sees and works with, you will need to create new terms for the upcoming cycle. Your terms will allow you to select which applications your team sees for processing and decision making. Additionally, your terms will provide you with the option to determine which app years are included in your custom reports (if applicable). See instructions below for more details.

• Navigate to Codes & Constants then Terms. Use NEW to add next app year terms of entry

• Enter the backend system (Banner, PeopleSoft, etc.) term code. Note: this need is limited to those clients who have an AdmissionPros to campus backend system interface.

 Check/uncheck all boxes as needed

o Active processors – when checked applications for this term/year will appear in the processor tree.

o Active counselor – when checked applications for this term/year will appear in the processor tree

o Send to Banner/PeopleSoft/etc. – when checked applications for this term/year will be included in the campus interface. NOTE: this checkbox is specific to those clients that have an AdmissionPros to campus backend system interface.

o Linking – when checked applications for this term/year will be seen by the document linking matching process

o Start Date – the date all business processes for this term of entry should stop. NOTE: any app re-review functionality and some campus export tools rely on this date. Example: Start date is used by the AdmissionPros application re-review process (and maybe other things) so without a start date, re-review will not work. The start date is used by the process to determine when to no longer send apps for that term of entry to re-review. For example, if a transcript for a denied applicant is linked to the applicant’s record AFTER this date, the application will not go to re-review.

*Note when you’re all done with the previous app year, you want to uncheck the boxes to remove “Active Processing” and “Active Counselor” Applications for all terms where “active processors/counselor” is checked

will appear in the processing tree and add to the active list of apps & folder counts. Unchecking previous terms will provide accurate processing counts for the new year*