For the complete documentation index, see llms.txt. This page is also available as Markdown.
Manage Interview Notes
Last updated: August 2025
The Manage Interview Notes feature allows interviewers or admissions officers to upload, view, and manage notes for each applicant’s interview. It also supports collaboration through applicant discussions.
Access and Navigation
You can access this feature under Planning > Manage Interview Notes.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
Select an Admission Setup
Choose an active admission setup by selecting from the Admission Setup dropdown located at the upper-left corner of the page.
Search for Applicants
Use the Search By filter at the upper-right corner of the page
After setting the desired search category (e.g., Name, School), click the magnifying glass icon and enter the keywords to find the applicant
Upload Interview Notes
Click the Upload button located on the far-right side of the applicant’s row
Select the file containing the interview notes
Recommended file format: PDF
Important: Uploading a new file will overwrite any previously uploaded document
Confirm to complete the upload
View an Applicant's Profile
To view an applicant’s profile, click the View button on the far-right side of their row
A pop-up will display the applicant’s details and any uploaded interview notes
Download Applicant Profile
While viewing the applicant’s profile, click the Download Profile button located at the upper-right corner of the pop-up window to download a full copy of their profile.
View Discussions on Applicant Profile
To view ongoing conversations related to the applicant, click the Message icon within the profile pop-up
All comments, along with sender names and their corresponding user roles, will be displayed for transparency and tracking
