Onboarding Resources
Introduction to Unite
Preparing to Onboard
Watch this video to preview Unite and help your school prepare to onboard.
Intake 1 - Status Mapping and ASO Targeted Messages
Stage, Statuses and Substatuses
Map your ACES2 current and decision statuses to a standardized set of Unite application statuses and substatuses. Determine your Applicant Status Online (ASO) targeted messages based on these new statuses and substatuses.
Intake 2 - User-Defined Fields
User Defined Fields
Specify the location of prospect and applicant user-defined fields. Place the fields where they make the most sense for updating, reporting and communicating purposes.
Intake 3 - Crystal Reports and Emails
Crystal Reports and Emails
Determine which ACES2 Crystal reports to transition and which ones to retire. Provide one sample of a marketing email and one sample of a transactional email.
Intake 4 - User Role Mapping
Designate user accounts and assign a “starter” user role that best fits each user account.
Role Based Security
User Role Mapping
Intake 5 - Data Parameters
Data Parameters
Decide the number of prospect records, applicant records, CRS queries, CRS templates, FlexApps, and recruit events to migrate to Unite.
Intake 6 - Reviewer Recommendation Mapping
Reviewer Recommendation Mapping
Map your ACES2 reviewer recommendations to one of four LSAC recommendation codes in Unite: Admit, Deny, Waitlist, Other.
Intake 7 - Export and MS Word Reports
Grids and Views
Report Migration
Review and determine which ACES2 Export reports and MS Words to transition into Unite.