9.2 Creating Prospect Records Online

Purpose:  Use this document as a reference for creating prospect records online in PeopleSoft.

Audience: ctcLink employees

You must have at least one of these local college managed security roles:

  • ZZ SS Student

You must also set these SACR Security permissions:

If you need assistance with the above security roles or SACR settings, please contact your local college supervisor or IT Admin to request role access.

Creating Prospect Records Online

Navigation:  NavBar > Navigator > Self Service > Request Information

  1. The Request Admission Materials page displays.
  2. Select Next.
Request Admission Materials page
  1. The Request Information page displays.
  2. Select Add.
Request Information start page
  1. The Request Information page displays.
  2. Enter all applicable information.
  3. Select OK.
Request Information page
Request Information contd
  1. The Request Information page displays.
  2. Select Next.
Request Information page contd
  1. The Academic Interests page displays.
  2. Select Add.
Academic Interests page
  1. Select from the Academic Interests lookup icon.
  2. To add an additional interest, select Add.
  3. To delete an interest, select the Trashcan icon.
  4. Select Next.
Select Academic Interests
  1. The Test Results page displays.
  2. Select Add.
Test Results add page
  1. The Test Results page displays.
  2. Enter the test data.
  3. To add an additional test component, select Add.
  4. To delete a test component, select Delete.
  5. Select OK.
Enter Test results
  1. The Test Results page displays.
  2. Select Next.
Scholastic Assessment Test result
  1. The Submit page displays.
  2. Select Submit.
Submit page
  1. Log out then log in as an Admissions Coordinator.
  2. Navigate to the Create/Update Prospects page (see above).
  3. Input the Last Name and First Name of the person who logged in online to Request Information and select the Prospect Career and Prospect Program tabs.
  4. Process complete.

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