1.         Open the Maintain Candidacy window.

2.         Enter the candidate's name information on the Name tab. Save.

3.    Click on the Address tab. Enter appropriate address information. Save.

4.    Click on the Candidacy tab. The General subtab opens. Select Add Rows from the right-click menu or Options menu. Enter candidacy information.

5.         Enter additional information on the Requirements, Fees, and User-Defined subtabs.

6.         Click on the Candidate tab, and enter information.

7.         If necessary, access remaining tabs (Biograph, Test Scores, Attributes, Relationship, Activities, Organizations, and User-Defined). Enter all information relevant to the new candidate.

8.         Save after entering information on each tab.

1.         Open the Maintain Candidacy window.

2.    Right-click in the ID # column to perform Advanced Search (Name Search window will appear).

3.    Enter known information regarding candidate's name.

4.         Once names are displayed, double-click on the correct name, which will default to the Maintain Candidacy window.

5.         Click the Candidacy tab.

6.         Click the Requirements subtab.

7.    Choose Add Row or Insert Row from the right-click menu or Options menu.

8.    Select from the drop-down list boxes, type in the necessary information, and select the appropriate check boxes to add additional requirements.

9.    If you want to add other requirement lists, choose Select Requirements from the right-click menu or Options menu.

10.  The Requirement List window opens.

11.  Highlight the appropriate requirement list rows.

12.  Click the Add To Requirements button.

13.  The following message appears: "Add the requirements on this list to the candidate under consideration?"

a.    If you click Yes, the requirements will be added to the Requirements subtab on the Candidacy tab.

b.    If you click No, you will be returned to the Requirement List window where you can select additional requirement lists if desired.

14.  Save when all data has been entered.

1.         Open the Maintain Candidacy window.

2.         Enter an ID Number, and press Enter.

3.         Click the Organizations tab.

4.         On the Org Tracking subtab, select an organization.

5.         Click the Additional Info subtab.

6.         Enter the Class Rank and Class Size.

7.    Press Enter.
The system calculates and populates the Rank Percentile, Quartile, Quintile, and Decile columns.

8.    Save.

1.         Open the Maintain Candidacy window.

2.         Enter candidate's ID# or right-click on the ID# column to perform an Advanced Search for the appropriate candidate and double-click on the name.

3.    On the Candidate tab, right-click and select Organizations for Candidate. The Organization Tracking for Student window appears.

4.    Right-click and select Org Master. The Maintain Organization Master window appears.

5.    Click the Add Name button. The Name Entity window appears. The Name Option radio button automatically defaults to B (Business/Organization).

6.    Enter the organization name in the Last, First, Middle Name column.

7.    Save. This creates an ID# for the organization. Note the ID Number.

8.    Click the Address tab. The Address Code will default from the Current Address column on the Business/Organization tab. Enter other needed/required information. Save.

9.    Click the Relationships, Attributes, and Notepad tabs to enter additional information. Save information on each tab before going to the next tab.

10.      Close the Name Entity window.

11.  In the Maintain Organization Master window, chose Add Row or Insert Row from the right-click menu or Options menu.

12.  Type in ID# and press the Tab key. The Organization Name column is populated. Type in Organization Code, Organization Type, and School Type.

13.  Save.

14.      Close the Maintain Organization Master window.

15.      You can now enter the organization in the Organization Tracking for Student window by entering the Organization Code or the Organization ID. Enter the optional Begin Date and End Date.

16.      Save.

1.    Open the Maintain Candidacy window.

2.         Enter candidate's ID# or right-click on the ID# column to perform an Advanced Search for the appropriate candidate and double-click on the name.

3.         Click the Candidate tab. Right-click in the High School column, and select Advanced Search.

4.    The Name Search window appears. Type the organization name in the Last Name column, and press Enter.

5.         Double-click the organization name. The ID Number is populated in the High School column, and the organization name is populated in the column to the right of the High School column.

6.    Save.

7.    Select Organizations for Candidates from the right-click menu or the Options menu. The Organization Tracking for Student window appears with the ID# and High School columns populated. Enter the optional Begin Date and End Date.

8.    Click the Additional Info tab. Enter additional information (e.g., transcript received dates, graduation year, degree, rank, GPA, etc.).

9.    Save.

1.    Open the Maintain Candidacy window.

2.         Enter the appropriate ID Number.

3.    Click the Candidacy tab.

4.    Click the Scholarships subtab.

5.    Choose Add Row or Insert Row from the right-click menu or Options menu.

6.         Select the appropriate scholarship type from the drop-down list. Enter or select related information in the row (dates, amounts, etc.) Note that the Transferred to PF checkbox currently has no automated functionality.

7.    Save.

1.    Open the Maintain Candidacy window.

2.         Enter the appropriate ID Number.

3.    Click the Candidacy tab.

4.    Click the Scholarships subtab.

5.    Locate the row you want to edit and edit accordingly. Note that you cannot edit the Scholarship Type column.

6.    Save.

1.    Open the Maintain Candidacy window.

2.         Enter the appropriate ID Number.

3.    Click the Candidacy tab.

4.    Click the Scholarships subtab.

5.    Choose Delete Row from the right-click menu or Options menu.

6.    You will receive the following message: "You are about to delete this row. Are you sure?"

7.    Click Yes.

8.    Save.

1.    Open the Maintain Candidacy window.

2.         Enter an ID Number, and press Enter.

3.      On the Candidate tab, select Organizations for Candidates from the right-click menu or Options menu.

4.    The Organization Tracking for Student window opens.

5.    Highlight the appropriate row, and click the Additional Info tab.

6.    Enter information from the transcript.

7.    Save.

1.    Open the Maintain Candidacy window.

2.         Enter an ID Number, and press Enter.

3.    Click the Candidacy tab.

4.    Click the General subtab.

5.    Enter the appropriate change.

6.         The following message will display: "A change in this "XX" field will cause the record to be saved. Continue?"

a.    If you click Yes, the change will appear in the Candidacy row in the top pane of the tab and saved to the Candidacy table.

b.    If you click No, the change will not be saved to the Candidacy table.

1.    Open the Maintain Candidacy window.

2.         Enter an ID Number, and press Enter.

3.    Click the Organizations tab.

4.         On the Org Tracking subtab, select an organization.

5.         Click the Additional Info subtab.

6.         Enter the Grade Point Average.

7.    Save.

1.    Open the Maintain Candidacy window.

2.         Enter the appropriate ID Number, or right-click in the ID# column and choose Advanced Search to perform a name search.

3.         Once names are displayed, double-click on the correct name. It will appear in the Maintain Candidacy window.

4.         Click the Candidacy tab.

5.    Click the Fees subtab.

6.    Type in or select from the drop-down lists the appropriate payment information.

7.    Save.

1.    Open the Maintain Candidacy window.

2.    Enter the ID # of the candidate whose financial aid you want to view.

3.    Choose Financial Aid from the right-click or Options menu. If this ID # has no award or if the award has already been disbursed to the Business Office, the Financial Aid option is not available.

4.    The Anticipated Aid Report window opens with financial aid information for the ID#.

5.    To print the report, choose File | Print.

6.    To close the report window, choose File | Close.