Intro to the Quick Access Panel Component

The Quick Access Panel Component Interface

This section provides a description of several features of the Quick Access Panel. Because this interface is typically used on a daily basis to manage the processing of applications, we recommend client system admins and general users become familiar with these features.

The % Completed Bar

Percent complete is displayed both as a graphic at the top of the Quick Access Panel, and as a number populated into the field, Percent Complete on the Application object.

% Completion is computed via the following formula:

(Received/Total)

Pending: All documents in which the Include in Percent Complete field is checked, and "status" is one of the statuses selected through Select Pending Statuses button on the Admin Panel.

Received: All documents in which the Include in Percent Complete field is checked, and "status" is one of the statuses selected through the Select Received Statuses button on the Admin Panel.

Total: The sum of the count of pending and received documents (i.e., all documents in which the Include in Percent Complete field is checked).

Note:

Before Summer 2020, the Display to Applicant field was used to control which items count towards the percent complete calculation. More information on this pre-Summer 2020 legacy behavior can be found in the Selective Percent Complete section.

Quick Access Panel Buttons for Each Requirement Item Object

Button Label	Description
Save	You can update any of the fields displayed within the Quick Access Panel. After doing so, you must click on the "Save" button () to save your changes. You will lose your changes if you exit the page before clicking the Save button.
Undo	The “Undo” button () will undo unsaved changes.
New	The Quick Access Panel provides the ability to add new requirement item documents to the Application. You can click on the “New” button () to add new documents. This opens a dialog like this:
Delete	To delete a record, check the checkbox to its left and click the "Delete" button ().

Manually Add a New Record

The QAP allows you to create a new document directly from within the panel. You can add a new record for any of the application Requirement Item Objects (by default these are Admissions Documents, Education History, Test Scores, and Recommendations). In the following example, a new admissions document is being created manually.

Click the New button

.

The following popup screen is displayed:

Fill out all the data required for the record, click the Save button, then the document will generate and display in the Quick Access Panel.

Note:

You can customize which fields should be included in the popup screen when manually creating a new record. This is done by editing a field set called NewDocument which should exist on each Requirement Item Object. The fields you put into this field set will appear in the dialog box when you click the "new" button. Click here for instructions on creating the NewDocument field set.