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About counselor assignment
An admissions counselor is responsible for managing the application of the applicant. If round robin counselor assignment is configured the counselor will be assigned upon application submission. Counselors assigned by round robin can always be overridden.
Prerequisites
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Create admissions counselors.
Manual Assignment of Admission Counselor to Single Prospect
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Navigate to the prospect
Set maximum number of prospects that can be reassigned in a batch to an admissions counselor.
Go to Admin > Custom Control.
In Search enter COUNSASSIG.
Click the pencil.
In Parameter Value 1 enter the maximum number of prospects that can be assigned to an admissions counselor during one batch process.
Required permissions
Module | Number | Description |
|---|---|---|
Admissions | 3 | View and update applicant’s counselor |
Admissions | 10 | View and update inquirer’s counselor |
Admissions | 1239 | Assign counselor to a batch of prospects |
Manual assignment of admission counselor to single prospect
Go the the person’s profile.
Click Admissions.
Click the Inquiry Date or the Application Date.
In the Admissions Counselor drop down, choose select the desired counselor.
Click Save.
Manual
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assignment of
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To assign the same admissions counselor to a batch of inquiries or applicants, leverage the Prospect Finder.
The user mass assigning the counselor must belong to a permission group with permission 1239.
The maximum number of prospects that can be assigned at one time is set using custom control COUNSASSIG
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admission counselor to batch of (multiple) prospects
You may need to reassign a group of prospects to a counselor. For example, maybe an admissions counselor leaves your institution and you want to assign the students to a different counselor.
Go to Filters > Prospects.
Use the filters to return the desired population prospect to which to assign a admissions counselor (or upload a list of IDs using the Browse button to select the file containing IDs and then click Add Ids to Filter).
Ensure For those to which assign to assign the counselor have the Selected check box checked
Tip: To show this column, click the Column Visibility buttonClick the +Update Counselor button
a new counselor, select the box on their row. If you don’t see a checkbox, click Column Visibility and click Selected.
Click +Update Counselor.
Click For Page to assign the counselor to the current page of selected results or click For All to assign the counselor to the entire selected result set.
In the Update Batch to Counselor drop down, choose select the new admissions counselor.
Click Update Counselor For Batch.