To add reference types:
  1. Navigate to Enrollment Management > Admissions > Admissions Setup
  2. Click the small arrow to the left of 'Reference Types' to toggle a dropdown
  3. Click Add
  4. Enter Sort Order (reference types will be listed alphabetically, unless a sort order is given)
  5. Enter Reference Type
  6. Choose Save & Add Another or Save & Exit

To add references to a candidate’s profile:

  1. From the persona menu, select Enrollment Management
  2. Use the People Finder to find the candidate, or select the candidate from the Recently Viewed/Recently Added tabs
  3. On the Record tab of the candidate profile, click Add New in the References section
  4. Add a Reference from the dropdown menu and save

Here's a breakdown of what each option refers to:

  • Reference Date: The date the candidate’s reference came in
  • Reference Type: The type of reference (ex. Alumni, Coach, Teacher, etc)
  • Reference Type Detail: Detail on the reference type (ex. if Teacher was selected, detail could include “5th Grade Science”)
  • Checklist Step: Step on the checklist this process is for
  • Checklist Status: Current status of the checklist
  • Reference Name: The name of the reference
  • Length of Relationship: How long the candidate and the reference have known one another
  • Phone Number: Reference’s phone number
  • E-mail Address: Reference’s e-mail address
  • Address Line 1: Reference’s address
  • Address Line 2: Reference’s address
  • City: Reference’s city
  • Country: Reference’s country
  • Province/County: Reference’s province/country
  • Zip: Reference’s zip
  • Attachment: Include attachments
  • Comments: Enter comments pertaining to the reference