Complete Admissions Application and Interview Notes

Stephanie Stoddard
8 steps
47 seconds

Salesforce

Click the action menu then click "Interview Notes"

The first screen provides applicant details and a box to enter interview comments.

Click Next, and then the next screen provides the score range and the score parameters for each section. As you enter a score in each section, the sum is automatically provided at the top and bottom of the screen. You can complete each section in order or jump around.\ Enter an overall decision and notes at the bottom of the screen. \ Click the "Total Score Notes" field.

Click "Next" to save your entry. If you have completed all fields in both screens, it will generate a PDF of the final interview notes with a cover sheet. If you have not finished the interview notes, it will save your process and you can return to them at a later date. Click "Finish"

Return to the Application record and click the Related tab. Scroll to the Candidate Feedback section and click into the Feedback Id hyperlink.

The details tab contains the information you entered. Click "Related" tab to view the Files. \ Click "A-578448 Interview Cover Letter.pdf" to preview the PDF.

To view the PDF on the Application record, click the Related tab, then click "Files"