Counselor Manual

Part 2: Working with Students

Section 2.3: Accepting Counselor Recommendation and Transcript Requests

The process for responding to counselor recommendation and transcript requests is similar to the student contact request process.

request emails

The requests will arrive by email as well as a notification directly on the Platform. To accept the request:

  1. Click the View Request button in the student’s email. The Coalition platform’s log in/create account screen at will open in your default browser.
  2. Log in to your account. (If you don’t yet have a Coalition account, use the Create Account link to open one and then follow the directions below. See Section 1.1 Creating a Counselor Account for more information.)
  3. The student email takes you directly to the Documents page.

    the Documents page

    The Documents page lists all of the application document requests—and their status—that you have received in the current admissions cycle. It can be sorted ascending or descending by type, status, request date, student name, or student email. You can also use the search box to find the request you are looking for. (Note: if you are already working on the Platform, another way to get to the Documents page is to click Documents in the top navigation and select Home from the drop–down list.)
  4. Find your student in the list and click a Start button to begin a counselor recommendation or click an Upload button to fulfill a transcript request. See “Section 2.4 Using the Counselor Recommendation Form and the Documents Page” in this manual for detailed information about completing the Counselor Recommendation Form and uploading transcripts.

Table of Contents | Section 2.4: Using the Documents Page