This article explores a few alternative options that your office might want to explore if you want to review students' profiles and documents without requiring Document Review for all students!
Use Labels to Track Document/Profile Review:
Some institutions use labels to indicate whether a students profile and documents have been reviewed. Here is an example workflow:
Navigate to the Manage Students tab in the left-hand navigation bar:
Here you can filter down to a specific group of students - in this example, we filtered by certain courses. Use this option if there is one segment of your student population whose documents you would like to approve:
Once you've filtered your student list as needed, select a particular student from the list to review.
This will bring you to the individual student profile. From here, scroll down the page to the Documents section, located on the bottom right-hand side of the student's profile, where you can review, add comments, and manage their documents:
If you'd like to work from a "queue" from the Manage Student page, you can then add the filter "Not Labels" in order to to exclude any students who have already had their CVs reviewed:
Create an Appointment Type for Document Review
- The appointment medium does not have to be in-person, which enables asynchronous review.
- This also makes it easy to report on particular appointment types.
Once the appointment is scheduled, navigate to the student's profile (here's where you can consider the Label option outlined above) and navigate to the Documents tab:
On the Documents page, you can review all the docs, add comments, and even upload a new document: