Managing college admission planner

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Managing the College Admission Planner

The College Admission Planner helps administrators guide students through each stage of the university application journey.
This powerful tool organizes progress into Stages, Scores, College Lists, and Assessments — ensuring no part of the admission process is missed.

Each section updates individually, giving a complete overview of how prepared a student is for university applications.

1. Accessing the College Admission Planner

  1. Go to Students → Student Profiles

  2. Select a student

  3. Click the Planner tab

Inside the Planner, you’ll find four sub-sections:

  • Stages – Tracks key steps in the student’s application timeline

  • Scores – Stores standardized test results

  • College List – Saves colleges the student intends to apply to

  • Assessments – Displays academic assessments completed through PrepBase

2. Stages: Tracking Application Milestones

The Stages tab breaks the entire application process into actionable steps.

Typical stages include:

  • Identify Majors

  • Select Region

  • IELTS / SAT prep

  • CV Draft

  • Personal Statement

  • Recommendations

  • University List

  • Submit Application

Updating Stage Status

Each stage has a dropdown with three statuses:

  • Not Started

  • In Progress

  • Completed

Simply:

  1. Select the stage

  2. Choose the status

  3. Status saves automatically

3. Scores: Recording Test Scores

The Scores tab displays key academic test results required for admissions.

Scores that can be updated include:

  • CGPA

  • GPA

  • IELTS

  • ACT

  • SAT

Updating a Score

  1. Click Update Score next to the test

  2. Enter the score

  3. Save changes

This creates an easy reference sheet for counselors managing applications.

4. College List: Managing Target Universities

The College List sub-tab stores all universities a student is planning to apply to.

➕ Adding a College to the List

  1. Click the ➕ Add College button

  2. A searchable list of all PrepBase colleges appears

  1. Search for the college

  2. Click the three-dot menu (⋮) next to the college

  3. Select Add to List

The college will now appear in the student’s personalized application list.

5. Viewing College Details Before Adding

To review college information before adding:

  • Click View College Detail from the menu

This shows:

  • Overview

  • Address

  • Fees

  • Majors

  • Rankings

  • Study levels

6. Assessments: Reviewing Academic Assessments

The Assessments tab shows assessments completed by the student, if available.

You can:

  • View the full results

  • Check the assessment date

  • Review the status

7. Why the Admission Planner Matters

The Planner centralizes the entire admissions process, helping:

  • Admins track student readiness

  • Students stay organized

  • Admins maintain accurate records

  • Parents stay informed about progress

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