Add or Edit an Inquiry

You can add or edit an inquiry for a student.

The list is not program version specific. The items in the list are associated with all the program versions in the Program Version list.

Prerequisites

You must have:

  • Common - Student - View authorization

  • To add an inquiry, Admissions - Inquiries - New authorization

  • To edit an inquiry, Admissions - Inquiries - Edit authorization

Access Method

Select the Students tile > select the name in the Students list > expand Admissions > select the Inquiries tile.

Procedure to Add or Edit an Inquiry

  1. If you want to:

    • Create an inquiry, select the New button.

    • Edit the information, select the Prospect Date link in the list

  2. Specify or change the values. The values that are displayed will depend on how your institution has configured Anthology Student.

    Admissions RepresentativeClosed The Admissions Representative for the student. If a staff member is removed from an Admissions Representative group after having been assigned to a student, Anthology Student retains the name of the former representative on the student record.

    CampusClosed The campus that the prospective student or student expressed an interest.

    CurrentClosed Specifies that the inquiry is the most current inquiry for the student. You can only have one current inquiry. To make an inquiry current, select the check box. Anthology Student automatically removes the check for the box last inquiry that was marked as current. The current inquiry is also displayed on the Student Profile.

    InterestClosed The program group that the student is interested in. Program groups classify program versions that have some common characteristic and are configured by your institution. The interest determines that program related documents and required tests that are added to the student profile.

    Last Task DateClosed The date the inquiry record last changed.

    NoteClosed Area that displays, or that you can use, to specify comments or additional information.

    Original Admissions Representative Closed The last and then first name of the admissions representative initially assigned to the student.

    ProgramsClosed The programs that the student is interested in. If you are selecting the values, you can select more than one program.

    Prospect Date Closed The date when the prospective student contacted the institution.

    Prospect SourcesClosed The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and they indicate how a student heard about your institution. If you are specifying the value, the program displays a dialog that you can use to select more than one prospect source, vendor, or sub vendors.

    Prospect Type Closed The type of prospect. The values are configured by your institution. They are categories that classify your prospects according to any grouping your institution might find useful. For example, you can classify prospect sources into groups to analyze market effectiveness and determine the category of prospect sources that generates most prospects.

    Region Closed The admissions region. Region corresponds to Timezone in Anthology Student. The field is only displayed if your institution has configured zone assignments.

    Response DateClosed If your institution has configured one or more of the sources you selected for Prospect Source to capture advertising information, the date when the student responded to the advertising campaign.

    Response PhoneClosed If your institution has configured one or more of the sources you selected for Prospect Source to capture advertising information, the phone number that the student used to respond to the advertising campaign.

    Response TimeClosed If your institution has configured one or more of the sources you selected for Prospect Source to capture advertising information, the time that the student responded to the advertising campaign.

    Student StatusClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled.

  1. If you want to save and: 

    • Continue making changes, select the Save button

    • Close, select the Save & Close button