Quick Candidate Entry Window

You cannot automatically assign a counselor on this window because not all of the data necessary for the territory evaluation is available on this window.

The Quick Candidate Entry window allows you to retrieve and quickly enter basic Candidate information rather than having to use various tabs on the Maintain Candidacy window. You can enter a new candidate, and the information will be stored on the appropriate tables. You can enter an existing ID Number to retrieve information that can then be edited.

Messages

If a change is made to any of the Name LFM columns for an individual, the following message is displayed: "You are about to update the Name field(s) of an existing record. Do you wish to save the changes for ID Number [xxx]? Click OK to save the changes, or Cancel to return to the record without saving changes. Use a right mouse click to access the 'Add Row' option to create a new ID."

· If you click OK, the changes are saved to the currently selected NameMaster row.

· If you click Cancel, the Quick Candidate Entry window is displayed and no table changes are saved. This prompt helps to ensure that you intended to make a change to the currently displayed ID Number rather than create a new ID Number.

If a change is made to the Year, Term, Program, Division, or Location of an existing row, the following message is displayed: "A change to the <column name> column will cause this record to be saved. Continue?"

· If you click No, the column retains the original value.

· If you click Yes, the change is saved in the same manner as on the Candidacy tab of the Maintain Candidacy window.

If a new stage is selected from the Stage drop-down list for any Candidacy row, the following message is displayed: "The stage change process can include steps to validate requirements, check acceptance levels, add action lists, and move candidates to another stage if requirements are met depending on how the stage if defined. Do you wish to proceed to the stage change process for the <> stage?"

· If you click Yes, the change is saved and the stage change process continues in the same manner as on the Candidacy tab of the Maintain Candidacy window.

· If you click No, the change is saved but the stage change process is skipped.

· If you click Cancel, the change is saved but the stage is reverted to its original value.

When a Candidacy row is marked as the 'Current Candidacy' either by the creation of a new Candidacy row or by your changing the Current column in a Candidacy row to Yes, the information from the new Current Candidacy is copied to the Candidate table when you save the Candidacy information. Also, all other Candidacy rows are set to 'No' for the Current Candidacy column.

Options

The following right-click options may be available in specific parts of the window:

Maintain Biograph Information

Save Column Display Order

Clear Column Display Order

Columns

You may need to click the QAS Lookup Address icon () when adding/editing an address that is not an e-mail address. The following address lines may not be available for entering/editing address information: Street Address, City/State/ZIP, Country, and County (only if you are using the QAS County functionality).

Name Entity
	ID Number
Name
	Name L F M	Prefix	Suffix
	Current Address	E-mail Address
	Mobile Phone	FERPA Restricted
Biograph
	Social Security Number	Gender	Old Ethnic Group
Address
	Lookup Address Icon	Code
	Address Line 1	Address Line 2	City
	State	ZIP	Country
	Phone	County	Address Status
Candidate
	Counselor Responsible
	Source Type Filter	Source 1	Source 1 Date
Candidacy
	Program	Year	Term
	Division	Location	PT/FT
	Candidacy Type	Department	Degree
	Minor Program	2nd Program	3rd Program
	Stage	Current	Stage Date