--- schema_version: "1" id: 040c452e270511fd1b953a51321b392c71d347379ce491ebf9729c4804ab5e92 title: Verify Applications collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ac_staff_application_verify.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_application_verify.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ed0ca0189fdd8f23abf5f03e6828da99d7a43ba185c0be5e8bcaf935c5a56039 description: When you verify an application, you check for overall completeness, looking at the data and documents provided by the applicant. You’ll probably look at transcripts, letters of recommendation, and more. Use an Applications list view as your starting point, then open individual application records. You can use the default All list view, one created by your admissions team, or one that you created. as your starting point, then open individual application records. You can use the default All list view, one created by your admissions team, or one that you created. products: - Education release: "264" --- # Verify Applications When you verify an application, you check for overall completeness, looking at the data and documents provided by the applicant. You’ll probably look at transcripts, letters of recommendation, and more. Use an Applications list view as your starting point, then open individual application records. You can use the default All list view, one created by your admissions team, or one that you created. as your starting point, then open individual application records. You can use the default All list view, one created by your admissions team, or one that you created. See [Work with a List View for Rapid Reviews, Queue Pickup, and More](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_list_view.htm&release=264.0.0&type=5 "List views are your starting point for application verifications and reviews. List views help you keep track of what needs to be verified or reviewed."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png) Note Your Admissions Connect administrator customizes the Application record page for your institution’s admissions process. Your page might look different from what’s described here. - **[View and Update the Application Status](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_application_verify.htm&release=264.0.0&type=5)** At the top of the page, you can see the status of an application in the review process. - **[Assess the Overall Progress](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_application_verify.htm&release=264.0.0&type=5)** The Application Checklist area includes a progress bar with the overall completion of the requirements. You can refresh the progress bar and lists at any time. - **[Accept, Reject, or Update a Requirement](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_application_verify.htm&release=264.0.0&type=5)** In the Application Checklist, requirements are grouped in two lists: Incomplete Application Checklist Items and Completed Application Checklist Items. - **[Take Actions on the Application—Send an Email or Add a Note](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_application_verify.htm&release=264.0.0&type=5)** Your Admissions Connect administrator configures the actions you can take on the application. You might be able to email the applicant or add a note. - **[Log Verification Comments](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_application_verify.htm&release=264.0.0&type=5)** From the Feed you can leave comments about the application and its requirements. ## View and Update the Application Status At the top of the page, you can see the status of an application in the review process. To update the status, click the new status, then click **Mark as Current Application Review Status**. You can even review guidance from your team using the caret button to the left of the path. ![Path component with the Guidance for Success region expanded](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/application_verify_update_status.png) ## Assess the Overall Progress The Application Checklist area includes a progress bar with the overall completion of the requirements. You can refresh the progress bar and lists at any time. ![Application Checklist component with a callout on the refresh icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/application_verify_refresh_checklist.png) ## Accept, Reject, or Update a Requirement In the Application Checklist, requirements are grouped in two lists: Incomplete Application Checklist Items and Completed Application Checklist Items. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_tip.png) Tip There are lots of ways to verify documents and data in Admissions Connect. This section covers how to do that from the Application Checklist on the Application record. You can also verify requirements when [working on an Application Review record](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_application_review.htm&release=264.0.0&type=5 "When you review an application, you make an admissions recommendation and leave supporting comments. Use a list view as your starting point, either for Applications or Application Reviews. You can use the default My Application Reviews list view, one created by your admissions team, or one that you created."), using a [custom list view](https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_list_view.htm&release=264.0.0&type=5 "List views are your starting point for application verifications and reviews. List views help you keep track of what needs to be verified or reviewed."), or directly on the Task or Document Checklist Item record. The way you verify documents and data are different, and the names of items in the list don't always indicate if they're documents or data. After you click on a checklist item, it'll be clear whether you're verifying a document, such as a transcript, or data, such as the applicant's birth date and address. ### For Documents 1. Click the name of a checklist item from the Incomplete Items list to open the document in a preview window. ![Incomplete Items list in the Application Checklist with a callout around a Checklist Item link](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/application_verify_preview_link.png) 2. Review the document and then click **Reject** or **Accept**. Clicking Accept or Reject updates the Status field for the document's Document Checklist Item record, which stores the attachment. 3. If you reject the document, select a reason and leave any comments, such as how the applicant can submit a new document. Then click **Reject**. 4. Close the preview window. If you click a document that's already accepted or rejected, you won't see the Accept and Reject buttons. Instead, you see a View Record button. Click this button to update the document's status directly from the Document Checklist Item record. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png) Note If you don’t see the Accept, Reject, or View Record buttons, you might still be able to update the record’s Status field directly. Click the row-level action menu for the item and select **View Record**. Then update the Status field. If you still can’t update the record, ask your Admissions Connect administrator for help. ### For Data 1. Click the name of a checklist item from the Incomplete Items list. The data opens in a preview window. 2. After reviewing the data in the preview, close the preview window. 3. Click the row-level action menu for the item and select **View Record**. ![Incomplete Items list in the Application Checklist with a callout on the View Record link in the action menu for a Checklist Item row](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/application_verify_view_record_link.png) 4. In the Task record that opens for the data, update the Status field using one of these methods. - Click **Mark Complete**. - In the top-right of the page, click the action menu, then select **Change Status** or **Edit**. - In the Details tab, click the pencil icon next to the Status field and select a status. 5. Save your changes. A requirement moves from the incomplete list to the complete list of the Application Checklist when: - For documents, the Status field on the Document Checklist Item record is Accepted. - For data, the Status field on the Task record is Completed. ## Take Actions on the Application—Send an Email or Add a Note Your Admissions Connect administrator configures the actions you can take on the application. You might be able to email the applicant or add a note. ![Application page highlights panel with a callout on the available actions for the page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/application_verify_page_actions.png) ## Log Verification Comments From the Feed you can leave comments about the application and its requirements. ![Application page Feed region showing a comment from a verifier](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/application_verify_chatter_post.png) ### See Also: