Enroll

Tracking the College Process

Smith, Joe

Smith, Joe

On track to graduate?

Post-Secondary plan?

College List completed?

Provided tax forms or proof of income?

Opportunity Program eligible?

College essay completed

Registered for SAT? 1st Attempt

Registered for SAT? 2nd Attempt

Enrolled/completed SAT prep course?

SAT/ACT test taken?

In state college application submitted

In State fee paid or fee waived?

CUNY Application Completed?

CUNY Application paid or fee waived?

SUNY Application Completed?

SUNY Application paid or fee waived?

Out of State/Privates application submitted

Out of State/Privates fee paid or fee waived?

Applied through an Op. Prg. for at least 1 school?

Accepted into at least 1 college?

Planning on completing FAFSA

Student FSA ID created?

Parent FSA ID created?

FAFSA Completed?

Planning on completing TAP?

FAFSA Status 2019

TAP Status: 2019

CSS Profile completed?

Contact info updated for summer?

Graduation status

Type of college student will attend?

Deposit paid or waived?

Enrolled in Opportunity or special program?

Name of Opportunity/special program

Placement Test taken?

Physical and Immunization Records submitted?

Final Transcripts submitted?

Accepted Financial Aid Award Package?

FAFSA Verified with college?

FAFSA updated with college name

TAP updated with college name

Taking out Loans?

Loan Entrance Counseling completed?

Master Promissory Note signed?

Housing forms submitted?

Orientation/Summer program scheduled?

Orientation/Summer program attended?

Registered for classes?

Attended Day 1 of Classes?

Type of College

Post-Secondary plan - summer?

Common Application Completed?

Reviewed Financial Aid in College Portal?

Logged into CUNY 1st?

Discussed course registration options

Applied via Direct Admission?

Application Submitted to Out of State/Private

Accessed tutoring

Registered for next semester classes

Semester 1: Completed Financial Aid Paperwork

Fall Check-in 2019 Complete

Semester 1: Support needed

Degree Pursuing

Enrollment Status

Scholarship Eligibility

Interested in Transferring

Fin Aid - Reapplied

Residency Determination

Topic

Level of support needed

Current Standing

Issue

Queens Team

Best form of contact

Event Name

Program year

Chair Approval Status

A & R Status

Petition Request Status

Landline or unreachable tag

Blocked?

Cell Phone: 121-222-3333
Email:
Social Media:
Parent Name:
Parent Phone:
OSIS #: 09876565
Date of Birth:

Latest activity

(66)
(66)

Profile
- Justin Yuen (Grouptrail)
Topic

Workspace options

Workspace category

All Students: Enroll High School

Linked workspaces

Contact info

Members & access

Enroll High School
read+write
Ariela Friedman
owner

Custom fields

GPA
Regents (Math & ELA) or PBAT scores
SAT/ACT test taken date, 1st Attempt
SAT/ACT test taken date, 2nd Attempt
What college will student attend?
What is the student's EFC?
Date FAFSA Submitted (MM/DD/YYYY)
Date TAP Submitted (MM/DD/YYYY)
Semester 1: Credits Attempted
Semester 1: Credits Earned
Semester 1: GPA
Semester 1: College Attending
CUNY First Pass
Email

Cell Phone: 121-222-3333
Email
Social Media
Parent Name
Parent Phone
OSIS #: 09876565
Date of Birth
Emergency Funds Given
High School: Newtown High School
email 2

Forms

1. Case Notes
Report

College List
Report

Emergency Funds
Report

Page details

Created: Sep 1, 2021, 9:15:12 AM Central Daylight Time
Last modified:: Feb 17, 2026, 10:53:30 AM Central Standard Time