Overview and Navigation
The history page of the student record can be accessed via the clock icon along the far right of the contact navigation bar. If you hover over it, you'll see the 'history' label.
Within this page you can show/hide the history of all items, statuses, activities, notes, and emails by selecting/de-selecting the displayed icons:
All: This is selected by default and will show status history, activities, emails, and notes.
This shows the entire status history of the contact, including any statuses that were passed, or if the student was moved out of the workflow. Click on 'see all statuses passed' for more information. The example below shows us a contact that was a straight applicant and didn't inquire, but they were passed through the Inquiry stage. To keep the admissions funnel full from top to bottom, we assume that a student has passed through all stages. This contact will count in your cumulative inquiry number within the admissions funnel of your dashboard and in the funnel counts of your admissions report, but we can see from the record that they were a straight applicant because they started outside of the workflow (meaning not yet in your admissions funnel). Statuses that were passed over will display in plain text, whereas statuses that happened automatically or manually by an admin/user will be in bold.
Likewise, if a student moved from an Applicant status to an Enrollment in Progress status, we would count them as having passed through the Application Complete status and the Accepted status.
You can also see what admin/user made a manual status change and the date it took place. This is a great way to troubleshoot why a student is in the wrong status. A team member may have moved the student to a different status and you can then follow-up with them to discuss.
Activities are added in the summary tab of the student record under 'recent activity.' If a note was added to the activity, this information will also display as we can see below. When an activity is first created in 'recent activity,' you can set the viewing permissions based on user types in the system. Please note, some activities are automatically generated by the system such as online inquiry, online application and application fee, and won’t have a user or admin name assigned.
The name of the admin/user that created the activity and/or note will display along the far right with a date. Activities can be deleted by clicking on the red trashcan.
All emails that were sent to the contact or associated contacts (parents, consultants, etc) within SchoolAdmin can be viewed here. Click on 'email details' to see the full email that was sent.
The sender of the email and the date of the email will display along the right.
Notes are added in the summary tab of the student record under recent activity. If no activity was assigned to the note, then it will have a tag of 'note.' However, if an activity type was assigned to the note, then it will have a tag of 'activity.' When a note is first created in 'recent activity,' you can set the viewing permissions based on user types in the system. This is useful if you want to keep internal notes for admins with admissions permissions but you don't want the business office who only have enrollment and financial permissions to see them. Learn more about permissions here.
The admin/user name and date that the note was created will display along the far right. Notes can be deleted by clicking on the red trashcan.