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Add a new phase to an admissions round

In this article, we explain how to add a new phase to an admissions round.

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Written by David Bayley-Hamilton
Updated over 5 months ago

Phases are configured options that give you a timeline of events that happen within an admissions round. You may add as many phase types as you require to a round.

To add a new phase, follow these simple steps.

  1. Within your admissions round, click the Phases tab.

  2. Click Add New phase, then in the Friendly name field, enter the name the applicant sees.

  3. Select your application type, then select the phase type using the table.

  4. To save, click the green check icon on your toolbar, then click OK.

Field Name

Phase Type

Explanation

Start Date

On-Time
Late
Offer/Result
Response
Waiting List
Continuing Interest

The start date and time from which applicants will be able to apply for this phase type.

Deadline Date

On-Time
Late
Waiting List
Continuing Interest

The date and time from when applicants will no longer be able to make applications for the selected phase type.

Max Preferences

On-Time
Late
Continuing Interest

Used to specify the maximum number of preferences an applicant can choose. This number can vary between phases

Requires Current School

On-Time
Late
Continuing Interest

Select this check box to make the input of the current school mandatory

School Search Mode

On-Time
Late
Continuing Interest

Select from

  • Vacancy - This will make all schools with Vacancy records in the Round available within the Select Your Preferences school search on Synergy Web. Vacancy should be selected for the On-Time and Late phases.

  • Vacancy and Phase - This will display schools with vacancy records for the associated Phase and Round in the Select Your Preferences school search on Synergy Web. Vacancy and Phase should be selected for Continuing Interest phases.

Council Tax Reference Number

On-Time
Late
Continuing Interest

Select this check box to make the submission of the Council Tax Reference number mandatory as proof of address.

Hide Preference Notes

On-Time
Late
Continuing Interest

Select this check box to hide the Preference Notes field on the Preference Reasons step of the Admissions application.

Associated Phase

Response

Select the phase to be used to link the response phase to the offer phase.

Show the optional information step

Response

This check box configures the applicant's Response to allow for additional feedback. For example, the Waiting List / Appeal check box. This can only be cleared if the Opt-Out of Waiting List is also unchecked.

Opt-Out of Waiting List

Response

This should only be selected for Continuing Interest associated Response Phases to allow the applicant to opt out of being considered for Continuing Interest against the not-offered placement.

Include Existing Preferences

Continuing Interest

When this option is enabled, the preferences from the last offered snapshot will be copied to the new Continuing Interest application.

Must Keep Existing Offer

Continuing Interest

This configures the Admissions Wizard to not allow the Offered Preference to be deleted during a Continuing Interest application.

Help Text Content

Response
Continuing Interest

This requires both the Response and Continuing Interest phases to be set up and allows help text to be displayed in the application Response Home page when both Response and Continuing Interest phases have been set up. This is configured using User Defined Content in Synergy Web Administration.

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