Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Documents received by WSB Program Offices may include official GMAT Scores, TOEFL or IELTS scores, Recommendation Letters and Official Transcripts.
  2. Log in to LRM system.
  3. Search for the person named (search by first name last name in 2016) in the document to see if they have a Application Record or Person or Contact Record.
    1. Search under Application Entity and/or Person Entity
  4. If a current Application Record exists, then upload the document to the Application Record. 
    1. Standard Document Upload Process 
    2. See related processes below on how to upload and verify the applicant documents based on document type. Verify the documents
  5. If a Person Record is found and no current Application Record exists, this indicates the Prospective Student has not yet started an application for this term.   
    1. Follow these instructions to store the document securely on the Person Contact Record.
    2. If the record is not flagged as a Prospective Student, use the Lead Management buttons to update this person's lead information appropriately. (KB reference: Update Prospective Student Record)
  6. If no Person Contact Record exists, create a prospective student Person Contact Record. 
    1. An email address is required to create a Person Contact Record. 
    2. Create a Person Record flagged as a Prospective Student record (KB reference: Create prospective student record)
 

Anchor
upload
upload

Standard Document Upload Process
  1. Scan or save the document according to your unit's file storage policy using the following naming conventions: 
    1. Official GMAT_[Test Date]
    2. Official TOEFL_[Test Date] or Official IELTS_[Test Date]
    3. Recommendation_[Recommender Name]
    4. Official Transcripts_[Institution Name]
       
  1. Attach the document to the Application Record in LRM
    1. Open the Application Record
    2. Navigate to 'Secure Documents'
    3. Select the plus sign to the right, the search button, and then new."Add new secure document" if adding a new folder type.
    4. Otherwise, select the folder the document is being added to.
      Image Added

    5. To get this menu from the main Contact record, click on the Record Associated View button to the very right of the screen.
      Image Added

    6. Select the document type, and then save the form. The 'Notes' section will now be activated. Scroll in the box to the 'Attach' button. Refer to this KB article for more detailed instructions, but following the instructions for the application record.
    7. Follow related instructions to verify the information provided in the newly uploaded document
 

Anchor
verify
verify

Process for Verifying Official Documents to an Application Record

  1. Official Test Scores (GMAT) - Stored and Verified on Application Record
    1. Official GMAT score reports are obtained by authorized program office staff who download the report from GMAT website. 
    2. The GMAT report is downloaded electronically, saved and then uploaded to the Application Record in LRM using the Standard Document Upload Process. 
    3. The Test Score is recorded and verified in LRM. 
      1. Within the Application Record, navigate to Test Scores, choose or create the appropriate Test Score Record. 
      2. Toggle the “Official” option to 'Yes.'
      3. Save and Close.

  2. TOEFL or IELTS Test Score Reports - Stored and Verified on Application Record
    1. TOEFL or IELTS score reports are received hard copy via USPS from the testing services. Within 3 days of receipt, each report should be stamped with the received date.
    2. The TOEFL or IELTS report is scanned electronically, saved and then uploaded to the Application Record in LRM using the Standard Document Upload Process. 
    3. The Test Score is recorded and verified in LRM
      1. Within the Application Record, navigate to Test Scores, choose or create the appropriate Test Score Record.
      2. Toggle the “Official” option to 'Yes.'
      3. Save and Close.

  3. Recommendation Letters - Stored and Verified on Application Record
    1. Emailed recommendations or hard copy letter recommendations may be received by the program office.  
    2. The electronic recommendations are saved electronically and hardcopy recommendations are scanned and saved electronically using the Standard Document Upload Process.
    3. The Recommendation is recorded and verified in LRM. 
      1. Within the Application Record, navigate to Recommendations, choose or create the appropriate Recommendation Record.
      2. Mark Submitted = Yes and enter Submitted Date.
      3. Save and Close.

  4. Official Transcripts - Stored on Application Record and Verified on Person Record
    1. Official Transcripts are typically received via USPS will come directly from the applicant's academic institution in a sealed envelope. Upon receipt, all pages should be stamped with the received date. 
    2. The Official Transcript is scanned electronically, saved and then uploaded to the Application Record in LRM using the Standard Document Upload Process. 
    3. The Official Transcript is recorded and verified in LRM. 
      1. Within the Person Record, navigate to Academic History, choose or create the appropriate Academic History Record. 
      2. Toggle the "Received" and "Official" options to 'Yes.'
      3. Save and Close.