Work with Application manager links

To help prioritize your work, and depending on the time of year, or tasks you plan to complete, you can view the list of requests in a variety of ways. The Application manager page makes this easy with quick access to the list of student requests filtered to common use-cases.

Access the Application manager from the college application banner on the dashboard, or by clicking Features, then College and selecting Application manager.

Select one of the three cards at the top of the page to focus on documents that are due in the next 7 days, overdue, or expired. Clicking one of these links will open the list of document requests filtered to the status you chose.

If you want to view the entire list of requests, regardless of upcoming due dates, the point in the application process, or the document type, click View all. This will open the list of all applications by student with outstanding requests. From here you can search, or you can apply filters to narrow the list.

To view student requests by their stage in the application process, select a point on the application timeline: Initial, Mid-year, or Final. This will filter the list of document requests to show only the ones relevant to that stage. Click View requests to see the full list of documents for that period, including transcripts, letters of recommendation, and fee waivers, where applicable.

To view student requests by document type, click the number next to the name of the document type. For example, clicking the number next to Letters of recommendation will show only the requests that require a counselor or teacher recommendation letter or evaluation.

Navigate document requests

Once on the All document requests page, there are ways to narrow or sort the list, or view more information about the student and their request. Here are some actions you can complete:

1. If you clicked one of the filtering links on the Application manager page to view student requests, check out the filters that are automatically applied based on the link you selected. Click the X next to a filter to remove it.
   

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2. To narrow the list further, click Filters. Among other options, you can choose to filter by group, college, requirement (document needed in the application), application status or deadline, inactive students, or a combination of criteria. Once you've selected your filters, click Apply.
   

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   Tip: To filter the list of requests to only those assigned to you, click Filters, then in the Assignee field, select your own name.
3. Back on the list, regardless of the filters applied, some of the actions you can complete include: 
   • View the student's profile and their College Planning tab, by clicking their name. You'll be able to view their college application work in Xello, including the applications they're tracking, and admission decisions.
   • Sort the list by clicking on any column title.
   • Use the search bar and search by student name, grade, or student ID.
     

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   • Click the progress wheel to open a side panel where you can view or send the document, and view the history of completed requests for the student. Note: The progress wheel and the content in the side panel also have the filters applied.
     

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Transcript request notifications

Your Xello admin may have set Xello up for you to receive notifications via email when a transcript request has been sent. You can adjust when you get the email notifications. The four options are: 

• Do not notify about any transcript requests
• Notify when any student requests a transcript
• Notify when an assigned student requests a transcript
• Notify when a student in a group requests a transcript

You can update this setting in your educator profile.

1. From any page in Xello, click your profile image dropdown, then click Profile.
2. Scroll to the bottom and select which Transcript email notification you want to receive.
   

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3. Click Save.