Application changes (start term change, program change, reactivation/reinstatements) → Scott
Scholarship changes → Scott
Deposit issues → Scott
Reenrollment inquiries → Scott
Tickets from Collegis: Undergrad → Lisa ; Grad → Matt
Phone number/email changes and password change requests: Undergrad → Lisa ; Grad → Matt
*See Article - Resetting Account Passwords
Deposit waivers (FY must be approved by Jason or Reuben ; TR approved by Sherry) → Lisa
*See Article - Processing Tuition Deposit ...
Match Records → Matt
Official transcripts: Undergrad → Lisa ; Grad → Matt
Event Request → Matt
Housing related tickets → David
Application Requirement Waivers: Undergrad → Lisa ; Grad → Matt
*See Article - Essay Waivers
TEAS Scores, placement exams, etc. → Lisa
Unofficial transcripts → Karis
*See ESO Ticket Conventions and Collaborators.pptx for template responses
Create/Update Organization records → Karis
*See Article - Adding a New School to a Re...
Withdrawals → Karis
*See Article - Application Withdrawals
Mailing Request → Karis
- Open Slate > Deliver > Mailings > Ready for Review
- Verify content appears to match event description
- If no content appears in the message, check for:
- In Recipient List > Event GUID is present, CEEB code is present, Student Subtype and Start Terms are selected
- In Event > Event Notes > Selections are made for Modality/Location and External Event Category
- Once content is verified:
- Click Send Mailing
- Unselect Ready for Review
- Send Mailing and type SEND in the warning box
- Close ticket with a message stating when the mailing will send (now or future date - set by requester)
Source Format Imports → Karis
*See Article - Source Format Imports (Manual)
International documents (from applicant/commercial email) → Karis
- Download document(s)
- Open Applicant record in Slate
- Add New Material to current application
- Material Type (select from dropdown): International Transcript or Academic Document - From Applicant or School (commercial email)
- In Memo - paste ticket number
- Select a file to upload > Upload > Save
- Close ticket (no need to notify sender) with note: Uploaded to Slate (Applicant #) -XYZ (employee initials)
Fast-Track Pathways admitted applicant notifications → Karis
- Open J1 > Work with Students > Student Information > search J1 ID of applicant > Advisers tab
- Draft email:
- Paste entire ticket notification in body of email
- Paste entire ticket subject in email subject line
- Add to recipient list:
- Adviser listed for applicant in J1
- If applicant is accepted to MBA, MSA, or MS in Healthcare Management, also add Dave Aron and Anne Drougas as recipients
- CC: Fast-Track Pathways (fasttrackpathways@dom.edu)
- Send email
- Close ticket with note: Sent to adviser(s) -XYZ (employee initials)