Admissions settings

Configuration for CRM, checklists and defaults. Changing requirements creates a new checklist version.

Lead sources

  • Website enquiry
  • Manual entry
  • Walk-in
  • APEL enquiry
  • Alumni
  • WOU Academy
  • Former student
  • Referral
  • Withdrawn student
  • Exceeded-tenure student

Items are deactivated, never deleted, so history keeps its labels.

Lost / Invalid reasons

  • Cost concerns(Lost)
  • Chose another institution(Lost)
  • Not this intake(Lost)
  • Admission rejected(Lost)
  • Offer declined(Lost)
  • Unreachable after repeated attempts(Invalid)
  • Wrong or fake contact details(Invalid)
  • Duplicate enquiry(Invalid)

Items are deactivated, never deleted, so history keeps its labels.

Document types

  • Identity document (sample)
  • Highest qualification certificate
  • Academic transcript
  • Passport-style photo
  • Passport bio page (sample)
  • APEL evidence portfolio reference
  • Employment confirmation letter

Items are deactivated, never deleted, so history keeps its labels.

Additional application fields

  • How did you hear about WOU?
  • Study goal (optional)

Required extra fields apply to future submissions; submitted applications keep their snapshot.

Document checklist requirements · v1

DocumentResidencyEntry routeProgrammeRequiredActive
Identity document (sample)LocalAllAll
Passport bio page (sample)InternationalAllAll
Highest qualification certificateAllAllAll
Academic transcriptAllAllAll
Passport-style photoAllAllAll
APEL evidence portfolio referenceAllAPEL.AAll
Employment confirmation letterAllAPEL.AAll
APEL evidence portfolio referenceAllAPEL.MAll
APEL evidence portfolio referenceAllAPEL.QAll

Drafts pick up changes; submitted applications show a reconcile prompt instead of changing silently.

CRM temperature and attention rules

Hot / Warm / Cold criteria

Escalation flags

Flags only highlight leads for staff. Nothing is marked Lost or Invalid automatically.

Default thresholds

Follow-up 14 days / 3 activities; 3 failed attempts on 3 days.

Current thresholds match the defaults.

Application defaults

Fee changes apply to new applications only; existing invoices keep their amount. Prefix changes apply to newly issued IDs.

How this worksShow

Stage routing is fixed in this environment (Admissions screens, Registry decides, International Office records EMGS). A configurable workflow builder is intentionally out of scope.