- Launching PORTAL
- Getting Oriented
- Navigating in Portal
- Managing Accounts in PORTAL
- Entering Inquiries
- Working with Family Information
- Associating Contacts with Inquiries
- Best Practices With Futures
- Tracking Process Items
- Tracking Interviews, Visits and Tours
- Recording Test Scores
- Recording Source, Ethnicity, and Other Information
- Adding Contact Log Records to PORTAL
- Recording Financial Aid Information
- Recording Attendance at Fairs and Receptions
- Inserting an Inquiry Photo
- Viewing Documents and Adding New Documents in PORTAL
- Displaying Application PDFs in PORTAL Documents Tab
- Adding Fields in PORTAL to carry over to KEYSTONE after Admit
- Recording Committee Decisions
- Recording Admission Decisions and Family Actions
- Admitting Applicants
- Recording Family Decisions
- Enrollment Management
- Reenrollment Management
- PORTAL 4 End-of-Year Procedures (EOY)
- Reporting
- Calendar Overview
- Charting – Webinar
- Generating Class Rosters for This Year and Next Year
- Exporting Data
- Setting PORTAL Preferences
- Adding to the YOE Value List in PORTAL
- PORTAL Direct Webinar
- Place Holders
- Printing Considerations
- Setting Up PORTAL 4 Server Side Script
