Exercise 1 – Promote a Deferred Application JD
Task: Promote an application to the current admissions cycle
Scenario: Christopher Will was admitted to the 2023 JD program but asked to wait until next year to start law school. You granted him a deferment. This morning you received an email from Chris saying that he plans to enroll this year. However, he plans to pursue a combined JD/LLM degree instead of a JD degree.
If you’d like to try the exercise on your own without detailed instructions, feel free to do so. If not, detailed instructions follow.
Guided Practice
The training exercise has three parts. The first part walks you through how to open the person record. The second part walks you through how to promote the deferred application. The third part walks you through how to verify the promotion.
Part 1: Find the person record
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Click PEOPLE.
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Select the Search Criteria tab.
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Click Clear to clear the previous search.
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Specify the search criteria.
a. Last Name = Will
b. Stage = Prospect
c. Person Status = Previous Applicant
d. Person Sub-Status = Previous Deferred
e. Year = 2023
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Click Search.
Part 2: Promote
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Select check box for the person: Will, [Greek]-Christopher
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Click Actions.
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Click Promote Deferral.
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Specify application information.
a. Year/Term/Application Type: [Current Year] Fall A1
b. Degree: JD/LLM
c. Applicant Type: Deferral
d. Application Status: Admitted
e. Application Sub-Status: 2nd Deposit
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Click Save.
Part 3: Verify promotion
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Click Search Criteria tab.
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Click Clear to clear the previous search.
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Specify the search criteria.
a. Last Name = Will
b. Stage = Applicant
c. Year = 202y
d. Degree Applied = JD/LLM
e. Applicant Type = Deferral
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Examine the grid columns to see that the application is now in the current year.