Manage Admissions Visits > Edit or Delete Admissions Visit Details

Use the Admissions Visits options in the Marketing tab to view and manage details of admissions visits.

Choose to:

• Edit an admissions visit. Amend visit details, dates and attendees.
• Delete an admissions visit.

Edit an Admissions Visit

Ensure that admissions visits details are kept up to date.

To edit an admissions visit, follow the steps below:

1. Open the Marketing tab in the Admissions module. Admissions visits are listed by category under the Admissions Visits option in the right hand menu:
2. Select the admissions visit category that you want to work with from the right hand menu.
   All the visits listed under your selected category are displayed.
3. Locate the individual visit that you want to work with and click . Step 1 of the admissions visit wizard is displayed:
   

4. Complete the sections in Step 1:

   Section	Explanation
   Visit Details	Enter a clear and concise Name for the visit (this is displayed throughout the module). Select a visit Category from the drop down list. See Manage Admission Visit Categories if you need to add a new category. Use the Notes field to add detailed notes, such as the reason for the visit.
   Visit Date/Time Range	Use the Visit Date/Time Range section to enter a date and time for the visit. Click  to save time when setting dates.
   Portal Settings	The Portal Settings fields are not currently in use.
   Visit Defaults	Mark All Attended. Any applicants that are linked to the visit are automatically marked as attending the visit. Attendance is displayed in applicant records. This checkbox is a useful time saving tool and ensures that attendees are included in visit statistics. Requires Feedback. This function is not currently in use.

5. Click Next Step.
   Step 2 of the admissions visit wizard is displayed:
   
   Applicant contacts are only listed here if:
   
   • The link between the contact and the visit has been removed at some point.
   • The applicant has multiple contacts listed.
6. Assign contacts to the visit by checking the box next to your selected contact and clicking Save Contacts.
   You are prompted when the contact has been assigned to the visit.
7. Click Next Step.
   Step 3 of the admissions visit wizard is displayed. The applicants assigned to the visit are listed:
   
8. Use the Step 3 of the wizard to remove any applicants assigned to the visit:
   
   1. Click  next to your selected applicant. You are prompted Are you sure you want to remove this applicant?
   2. Select Yes. Your selected applicant is removed.
9. Click Next Step.
   Step 4 of the admissions visit wizard is displayed. The contacts associated with the visit are listed:
   
10. Use Step 4 of the wizard to remove any contacts associated with the visit:
    
    1. Click  next to your selected contact. You are prompted Are you sure you want to remove this contact?
    2. Select Yes. Your selected contact is removed.
11. Click Next Step.
    You are prompted you that you have completed the wizard. A summary of the visit is shown
    
12. Click Finish to close the wizard window. The amended visit is now listed.

Delete an Admissions Visit

Remove an admissions visit that is obsolete. All links between the visit and staff and applicants associated with the visit are broken. All itinerary information is also removed.

To delete an admissions visit, follow the steps below:

1. Open the Marketing tab in the Admissions module. Admissions visits are listed by category under the Admissions Visits option in the right hand menu:
2. Select the admissions visit category that you want to work with from the right hand menu. All the visits listed under your selected category are displayed.
3. Locate the individual visit that you want to delete and click .
   You are prompted Are you sure you want to delete this Visit?
4. Select Yes.
   The visit is removed.