Terra Dotta Faculty Training Manual



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Batch Attach File


This form enables you to attach a file to multiple applications at once. To do so, perform the following steps:

        1. Click the colored band to open a list of the applications and narrow it further using the checkboxes.

        2. In the “Attach file to applications section”, you use the Existing File dropdown to attach a document that already exists in the document center on your site. You can add the title of the document and select the document type from the dropdown that is pre-populated with the document types you’ve created on your site. If the file you’d like to attach to the applications does not already exist in your document center, you can upload a new file from your computer by using the Choose File button to browse your files.

        3. Use the two checkboxes below mark the file as internal-use only so that only administrators see the file and/or to notify applicants via email that a file has been attached to their application.

        4. Click update to complete the action. You will land on a confirmation page that indicates a successful batch attach file action.

Progress Audits


You can also select to generate Progress Audit Reports for Signature documents, Material submissions, Questionnaires, Recommendations, Learning Content and Assessments. You can generate the reports at various phases of the application. For example, Advising, Pre decision, Post decision, and so on.

To do this, perform the following steps:



1. Select the desired phase from the drop-down list box Progress Audit.


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Once you select an option, a new page opens. It displays a list of process elements that you can include in the audit report.


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2. Select the check boxes preceding the item names to include the items in the audit report. Then click Next. The audit report opens.

You can export the report as a MS Excel sheet or a tab-delimited sheet. To do this, select the appropriate option from the drop-down list box at the bottom of the page.




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