EA → ES
Who completes the initial push to Anthology: the EA or ES?
The Enrollment Advisor
What does SIS stand for?
Student Information System.
What is one key ES responsibility while a student is in Pending Review?
Monitor the student’s enrollment readiness, review required documents/statuses and coordinate next steps as appropriate.
Why is it important to review a student’s DPA before scheduling courses?
To ensure the student is scheduled for the correct courses based on their program requirements and recommended course sequence.
Which team primarily assists with outstanding document collection?
Document Collection Team
Within what timeframe should an ES initiate the Welcome Call after assignment?
Within one business day.
Which system supports student records, admissions processing, and course registration?
Anthology SIS. Salesforce supports prospective-student engagement and enrollment opportunities.
What should the ES verify before submitting a student for evaluation?
All required documents are on file and in the appropriate statuses, and unnecessary/duplicate documents are marked No Longer Needed.
What should an ES verify when reviewing available course sections in Anthology?
The course start date, section availability, and whether the course aligns with the student's planned schedule.
When do you send the ES to AFC Handoff?
Name two items an ES should review before making a Welcome Call.
Any two: Salesforce student record, EA handoff notes, program/start date, transcript status, FA appointment, funding method, or Enrollment Agreement status.
A student has multiple enrollment rows. What must you verify before working with documents?
Verify the correct enrollment row and program version so documents are associated with the appropriate record.
What Anthology document is added to notify the Registrar that a file is ready for evaluation?
EN – Approved for Eval, once the required document checks are complete.
What is the purpose of using Custom Views in Anthology when researching courses?
To filter and narrow down course information, making it easier to find available courses and sections for a student.
What Anthology status should the ES use when completing the ES to AFC Handoff?
Closed
During the Welcome Call, a student says they have completed their application and are ready to start classes. What should the ES review to determine their next steps? says, “I submitted my application, so I must be finished.” How should the ES respond?
Confirm whether the student has completed their Enrollment Agreement, attended their Financial Aid appointment, and submitted the required documents. Identify any outstanding items and explain what needs to happen before they can move forward with enrollment.
A required document is attached to an older enrollment row. What should happen before evaluation?
Move the document from the older enrollment row to the correct program version in Anthology before submitting the student for evaluation.
An evaluation is rejected. What should the ES do next?
Review the rejection details, correct outstanding issues, and follow the approved re-evaluation process.
A desired course is full. What should the ES do?
Search for another alternative, if one is not available send a request using the Office of the Registrar Sharepoint.
What does it mean when a student reaches Agreed status in Anthology?
The student has signed their Enrollment Agreement.