Applicant-specific Options

These options help an applicant to complete an online application, upload required documents, add recommenders, make an online payment, and review their application status.

Following are some of the options available on the portal that can be configured by the institution:

• My Dashboard
• At a Glance
• My Appointment
• Create Application
• Review Applications
• Application Dashboard
• Application Summary

My Dashboard

My Dashboard page is the student dashboard that can be configured by institutions to display information important for the institutions and students. Students can view relevant information regarding themselves that include:

• Positive acknowledgments

• To Dos assigned to them

• Individuals in their Success Network

• Cases they have submitted

  Note: Only cases that have the Student Facing field as Yes can be viewed in the student dashboard.

• Data on their academic progress

• Activities such as a list of emails and appointments documented in Reach

At a Glance

Displays a summary of information from all the categories present in the My Dashboard page.

My Appointment

The My Appointments page displays the appointments for the Portal user.

Create Application or Review Applications Option

The Create Application or Review Applications options enable an applicant to begin or review the application registration process.

Application Dashboard

Information displayed on the Application Dashboard page is grouped by application registration record(s) that are created for a contact in Anthology Reach. Each application registration record acts as a container for one or more application records, and each application record has unique requirements that are required for completing the application form on the portal.

The Application Dashboard can be customized to view additional fields of the following entities:

• Application

• Application Registration

• Decision Details

For more information on customizing the Application Dashboard, see Customizing the Portal.

Sample Form Flow for Application Submission

This topic describes a typical form flow that is shipped with the portal, which can be used by a portal administrator as a reference for configuring the applicant portal.

It consists of the following steps:

1. Application Registration – Applicant views the application registration record created for the application and clicks Next.

2. Programs Selection – The programs associated with the selected application registration record are displayed. The applicant fills the program details and clicks Next.

   Note: If a program was previously added to the application and its registration cutoff date has passed, the portal user must remove the program or select a new application period for the program to proceed with the application.

3. Applicant Information – Applicant specifies personal information and clicks Next.
4. Previous Education Details – Applicant specifies education history and clicks Next.
5. Test Scores – Applicant specifies test score details and clicks Next.
6. Recommendation List – Applicant adds required recommendations for the application. The Next button will be enabled only after all recommendations are added.
   The count of required recommendations is dependent on logic in recommendation definition detail records associated with the application.
   
   The count of required recommendations will change in real time as recommendations are included.
   For more information, see Creating a Recommendation Definition Detail Record.

7. Invoice List – The invoice list is generated and displayed to the applicant based on the invoice associated with the application. If the applicant has a valid discount code shared by the institution, the applicant can type the code in the Discount Code field in the selected invoice page. The applicant then chooses to make an online or offline payment. If the applicant chooses to make an online payment and clicks Pay, the Payment Gateway page is displayed; otherwise the applicant clicks Next to view the Application Submission page.

   Note: When the Payment Required Before Submission field is configured as Yes in the Invoice Definition in Anthology Reach, the applicant cannot submit an application on the portal without making the payment. For more information, see Creating Records of Application Management Entities.

   For information on configuring a discount code for an application, see Creating an Invoice Record.
   The invoice amount that's displayed will also factor in any conditional pricing that applies. The conditional pricing framework enables institutions to generate invoices with variable pricing, i.e., amounts will be chargeable to students only if associated conditions are satisfied. For example, non-domicile students are charged a higher application fee in comparison to local students. For more information about conditional pricing, see Creating a Conditional Product in an Invoice Definition.

8. Payment Gateway – The payment gateway page is displayed enabling the applicant to make an online payment. The applicant is then redirected to the portal page to continue with the application submission process.

   Note: Following payment gateway service providers are supported with the Campus Management TPC Portal solution:

   • Authorize.Net
   • Transact
   • PayPal
   • Touchnet

   For information on configuring the payment gateway in Anthology Reach, see Payment Gateway Configurations.

9. Application Submission – The applicant clicks Submit Application to complete the application submission.

   Note: When the payment gateway service provider is Authorize.Net, and a Webhook Endpoint is configured, the Payment Status may appear as In Progress even though the payment is completed. This occurs due to a delay in auto refresh of the page.

   In this scenario, refresh the page to view the updated Payment Status and then proceed with the application submission.

Each step must be completed by the applicant before advancing to the next step. The applicant can view a summary of their application from the Application Summary page by clicking the application name in the application dashboard.

Application Detail

The Application Detail page provides an overview of the application that an applicant can view to perform the following tasks:

• View active decision records which are published on or before the current date. If the value of the Enrollment Submitted field is No, the applicant can click Continue Enrollment to process the application in the Enrollment Decision form that's displayed. The applicant can click the Download button to download the decision as a PDF document and then print the decision.
  

  In the form, the applicant can click Accepted and then click the Submit button. After verifying information on the next page, the applicant can click Next to view the Invoice List page. The applicant can click links in the Discount Code column to avail any applicable discounts. To complete the enrollment process, including any payments, the applicant can click the Pay button.
  

  Applicants can click the View link to view the institution's decision on the student's application - the decision can be that the admission is successful, is postponed, is rejected, and so on. In Anthology Reach, the date when the applicant first views the decision is updated in the corresponding Decision record in the Decision View Date field.

• Review pending and completed requirements.
  When an applicant submits Education History records that meet the Official Transcript and Unofficial Transcript requirement definition details, the value Required of requirement definition detail records will be inherited and displayed in the Requirements section.
• Upload or change documents after submission via the portal.
• Add, change, update, or notify recommenders again.
• Review decisions and make an enrollment decision via the portal.
• Make payments for fees associated with the application and enrollment forms.