Maintaining Document Tracking

Once an item has been fulfilled by the Prospect or Student, the status of the document can then be changed from “Incomplete” to “Complete.”

Open the document tracking form by clicking Admissions >Students (or Prospects) >Document Tracking.
Double-click on the document to be updated; the document tracking detail form will open.
Select the desired status value from the Status drop-down list (Glossary: Doc Status).
Enter a Completion Date to mark this document as complete in the system.
Add any Comments as desired.
Click Update to save changes or Cancel to exit without saving.