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.

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.