Set Up Guidelines to Help Your Users Prepare for Upcoming Reviews
Unit Administrators at institutions using Dossier can create Guidelines to help users prepare for reviews. Guidelines are generated automatically when candidate instructions and requirements are added to a template, with an option to make them visible to Dossier users. Users can view, search, and save these guidelines, then assemble collections that meet review requirements. When the review begins, users can easily transfer materials from the collection to the official review packet.
Guidelines are automatically created when adding candidate instructions, packet requirements, and form requirements to a template.
Add Instructions and Requirements to a template
- Navigate to the Templates page on the navigation menu and select Edit Template under the Options dropdown next to the applicable template.
- Ensure the Template Summary page displays and click the Enable Dossier Visibility button under the Dossier Visibility section.
- Click the Preview button to see how the guidelines will appear to Dossier users at the institution.
- Dossier Visibility can be disabled from this screen as well.
