The Documents for Review setting contains Checklist Items, Notes, and Activities which can all be custom set according to your Review process for that year.  Under Checklist Items, set which items from the checklist to include when reviewing a candidate by toggling between yes and no.  The only checklist items shown are the ones that have data associated with them, such as forms, document upload, or recommendations.  Checklist items like calendar events do not show.

The Documents for Review setting contains Checklist Items, Notes, and Activities which can all be custom set according to your Review process for that year.  Under Checklist Items, set which items from the checklist to include when reviewing a candidate by toggling between yes and no.  The only checklist items shown are the ones that have data associated with them, such as forms, document upload, or recommendations.  Checklist items like calendar events do not show.

Please note that when reviewing a candidate, only checklist items that apply to that candidate will be shown.  For example, if there are checklist items for upper school like transcripts that do not apply to kindergarten candidates, those checklist items will not show for those candidates.

Further down, under Notes and Activities, you can also select which ones to include for your Readers in the Review Process by toggling between yes and no. This is useful if you want to keep the comments that were recorded throughout the Application process and you want to expose those to the Readers.

Once you’ve made your changes, make sure to click on the blue “Save Settings” button in the upper right.

Additional Resources

Did this answer your question?