As we all know, the admission process involves a lot of validations and verifications at every step to ensure that an authentic candidate is admitted or enrolled. One of the key validations performed by all Institutes/Universities is the verification of the Documents that the Candidate has submitted while making the Application. This article focuses on familiarizing you with Document Verification, how it is configured, and how the Institutes/Universities could leverage the same in their Admission process.
As a precursor one should have permission for Post Application.
What is Document Verification?
Document Verification is a process of verifying the authenticity of the documents that are provided by the candidates while filling up the Application form. The document can be Marksheets like Xth mark sheet, XIIth mark sheet, Graduation Transcript, etc, or an Identity Proof like Passport, Aadhar Card, etc.
Looking back in time, this process was completely offline where the Candidate's documents were checked and status marked in Sheets. Also, if a document was found to be inaccurate, the candidates used to courier the authentic one which impeded the admission cycles.
However, with the Meritto system, Document verification can be configured by performing the easy steps and can be done at lightning speed with just a single click.
How to Configure Document Verification?
To configure the Document Verification process please follow the below steps:
Step 1: Click on the Settings cork on the top right corner of the page highlighted in the orange-colored box.
Step 2: Navigate to the Post Application from the left navigation and click on the Document Verification from the top bar.
Step 3: Click on the expand button on the right side of the listing. Then click on the Configure Document Verification button to configure the new Document Verification process
Step 4: Define the Workflow name you wish to recognize the Document Verification process. Please make sure to input the logical name which could help to identify the process in the future
Select the form(s) from the dropdown for which the Document verification process needs to be configured.
Step 5: Click to expand the Admin Flow to configure the different statuses.
Please select the target audience for Document Verification i.e. only for Paid Applications or for Submitted ones or the candidates who have initiated the application
Step 6: Enable the status that is used at the time of Document verification and also define the Alias name against each status. The alias name that is configured would be visible everywhere i.e. on the Candidate Dashboard, Application Manager, and while marking the document verification
Step 7: Select the document verification status that would be visible to the candidate by default i.e. once the candidate has uploaded their document then the status which is selected as default would be visible to the candidate as well as to the college user.
Step 8: Select the document verification status or statuses on which you wish to allow the candidates to re-upload the documents from their dashboard
Step 9: Select the document verification status or statuses on which you wish to make the remarks mandatory i.e. users who are verifying the documents then they are required to fill in the remarks before submitting the verification status and the same would be visible to the candidates on their dashboard
Step 10: Click to expand the Applicant view to configure all information you wish to show to the candidate on their dashboard
Enable the toggle button to show the document verification button to the candidate on their dashboard if you want the Candidates to view the Documents and respective Statuses.
Step 11: Define the button by which the document verification button would be visible to the candidate on their dashboard
Step 12: Define the columns and sequence of the information that would be visible on the candidate dashboard. The information can be Uploaded documents, Verification Status, Remarks, and lastly Action
Step 13: Click on the Save button and finally the Document Verification is configured