Enrollment Management Residency Softdocs etrieve Processing Manual

Audience/Target Users

  • Staff

  • Faculty

What You Need Before You Start

  • Approved system security access to Softdocs etrieve based on your role.

  • If you need help identifying the correct security group, submit a ticket to the Service Desk.

Design Overview

Document Type Prefix

  • EMR: Enrollment Management Residency

  • EMRB: Enrollment Management Residency - Business

Document View Saved Searches

Processing Method

Workflow Processing Saved Searches

  • EMR Processing: Use this to process EMR documents that have a status of "New", "Hold" or "Exception Decision Issue" including those with "TBF" Student Lookup values and document types that should be updated. Changing the status to "Send Email" automatically sends an email to the student and moves the document out of this view.  Changing the status to "Processed" moves the document out of this view without sending an email.

  • EMR Bursar Office: Used by the Bursar's Office to process EMR document types with the Status "Bursar".  Bursar processors can change the Status to "Processed" once any required review/action is complete.

Status Key Field Values

  • Processing: New, Hold, Exception Decision Issue

  • Bursar Office Processing: Bursar

  • Processing Complete: Send Email, Processed

Contact Information

If you need additional assistance or have questions regarding system access, submit a ticket to the Service Desk.

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