About Customizable Summaries on Records and Windows
Throughout your admissions workflow, there may be specific information your school wants to focus on when looking at a person record or an application record. When verifying or reviewing applications, there may be specific information to focus on so that people do not have to look through the details. To help streamline your work, Unite has a summary section on the person record, the application record, the Application Verification window, and the Evaluation window with read-only fields to provide quick insights. Your school can configure the fields that display – allowing Unite users to quickly see details.
The following table provides a quick reference of the number of fields you add for summary information based on where you are in Unite.
Location |
Quick Navigation |
Maximum Fields |
---|---|---|
Person record | PEOPLE area > [person record] | 20 |
Application record | PEOPLE area > [person record] > [application record] | 8 |
Application Verification window | APPLICATIONS area > All Applications, Pending Verification, or Incomplete tab > [application] | 12 |
Evaluation window | REVIEWS area > [any tab] > [application] | 12 |
Any changes you make to customize the summary section on a record or window apply to all Unite users for your school. Before making changes, consider taking a screenshot of the summary area first. Once you apply your changes, you cannot reset the summary area to the default layout.
Person records
On each person record, you can add up to 10 read-only fields in two columns. The read-only fields are from expandable and collapsible sections on the person record. The following image shows the summary information on a person record.
Application records
On each application record, you can add up to two read-only fields in four columns. The read-only fields are from expandable and collapsible sections on the person record and on the application record. The following image shows the summary information on an application record.
Application Verification window
On the Application Verification window, you can add up to 12 read-only fields in one column. The read-only fields are from expandable and collapsible sections on the person record and application record. The following image shows the summary information on an Application Verification window.
Evaluation window
On the reviewer Evaluation window, you can add up to 12 read-only fields in one column. The read-only fields are from expandable and collapsible sections on the person record and application record, as well as from the evaluation page for other reviewers. The following image shows the summary information on an Evaluation window.