Add Action Note for Categorizing

Currently, users can't enter any student-specific notes in in the system for taking action on their applications. For example, users cancelling a student because of academic misconduct can't indicate that anywhere when updating their Category. Could we please add an optional 'Note' or 'Action Note' or 'Comments' section on the Categorize pop-up that users could later search on?

  • Keith Brown
  • Oct 23 2019
  • Reviewed: Voting Open
Client Name "shard name" wisc
Employee Name Keith Brown
  • Attach files
  • Stephanie Parmentier commented
    December 04, 2019 17:57

    Hi Carrie. We do not find the application notes to encompass exactly what we need. You cannot filter on the application notes in a grid (so you can't find all the students who were canceled for something like study abroad etc). The notes are also not exactly the cleanest for a clear audit. Adding the note would not be on the same line as the cancellation in the audit history and since notes are text based, there could easily be inconsistency it wording (i.e. GPA vs GPA too low). Lastly, it also adds another step (and clicks) to the process. Does this help clarify the request?

    Attachments Open full size
  • Admin
    Carrie Goldberger commented
    November 27, 2019 18:48

    Thanks!

    Do you all use the application notes? Is there a reason those don't work for this scenario?

    Attachments Open full size

Related Enhancements