Recruitment – Kinds of Recruitment Transactions

Module Description

Recruitment Transactions are used to record the efforts or actions used when recruiting and enrolling students. All Transactions are available in an Efficiency Report by transaction type as well as other recruitment reports.

NOTE:

Modification types: choose whether you want to track a transaction. (In Use = YES). If you do not want to track a particular transaction change In Use to NO. You may also choose whether a transaction will be required. If a transaction is required (Req = YES) then the user must post that transaction before moving a lead to admissions and enrolling. The following three transactions if marked required must be posted in order by the user: Appointment, Application and Enrollment. In other words, the user cannot post an application without first having an appointment posted.

Click TRANSACITON STATUS to view the status choices available for each transaction.

Field	Description
Key	Refers to the number sequentially assigned for each entry under the logged in school or campus.
Transaction Description	This is a name of the transaction.
In Use	Choose Yes or No to make a transaction available or unavailable in the lead profile.
Req	Choose Yes or No to require a transaction be posted prior to an enrollment.