UMass Boston

1. Enter your campus user ID (the part of your email address before the @ sign) and password
2. For campus, select Boston
3. Click Login
4. Click Workflow to review applications for the current admit term.

• Contact Justin Maher in the Office of Graduate Studies & Admissions
• Access requests should include an employee HR ID and a list of programs/subplans.
• Support requests should include: operating system, web browser & a screenshot of the browser when the problem occurs.
• For additional technical support, contact the IT Service Desk

1. When first signing in, click Workflow
2. Click the hamburger menu

   

   to show/hide the workflow sidebar
3. Click on the triangle next to "UMB Grad Admissions" to expand your list of available queues
   

   

4. Select the appropriate plan queue
   Tip: The sidebar can be resized by dragging the right edge (which appears as a blue line when the mouse passes over it)
   Note: applications in Applied and Processing are incomplete; applications in Ready for Review are complete and awaiting a decision
5. Double-click on the application in the grid on the right side of the screen
6. Use the zoom, fit and rotate buttons at the bottom of the page to make the application more readable
   

   

7. To return to the program queue, click on Workflow or the return icon

   

Create filters within a workflow queue to find applications faster and manage long queues.
Queues containing over 500 entries must be filtered to avoid missing results.

1. First, go to Workflow and open a program queue
2. Click on the
    
   Add Constraint icon
3. Click on the Name dropdown and select Student Name
   The initial value "Name" refers to the internal filename
4. Click on the starts with dropdown and select is between
5. Enter A and M in the fields provided
6. Click Add, then click Search
7. Click on the
    
   Create New Filter icon
8. Enter A-M in the Name field and click OK
9. A new filter will be listed under the queue name in the sidebar on the left
10. Repeat these steps to create a filter for N-Z, or using any other criteria you wish

1. In the top right toolbar, click on the “Show or Hide Related Documents” icon
   

   

2. Click on the document you want to view; each document opens in a new window or tab
   Note: If more than one person attempts to open the same document, a warning message appears and offers a Preview Mode. Select Yes and review/annotate the document as desired. When two copies of the document are saved, all annotations are saved. A third viewer will see both sets of annotations when viewing the document.
3. When finished reviewing the document, close the tab or window to return to the application or workflow queue

1. Click on the annotate page button on the top left toolbar
   

   

2. Click on the document where you want the annotation to appear
   Note: All GPDs and committee members with access to the workflow queues are able to view annotations
3. To remove an annotation, click on the annotation and select the Delete icon
   

   

   

• Arrow: Places a red or green arrow; drag on the tail end of the arrow to change the size, angle or direction.
• Check: Places a red or green checkmark.
• Highlight: Places a square of translucent color for highlighting a portion of a document.
• Line: Places a line; drag on either end of the line to change the size, angle or direction.
• Oval: Places a solid or outlined oval.
• Pen: Use this tool to “write” or scribble on a document.
• Rectangle: Places a solid or outlined rectangle.
• Sticky Note: Places a yellow sticky note icon; multiple users can add comments to a sticky note. As you add a comment, the system will add your Employee ID and the date and time to the comment. To view or add comments, click on the sticky note, then click on the Edit icon.
  
• Text: Places a text box.
• Text Stamp: Places a text stamp indicating a decision: Admit, Admit with Conditions, Deny, or Waitlist.

1. Open the application from the Ready for Review queue
2. Click on the Profile Sheet from the Related Documents view
3. Use the toolbar at the bottom to navigate to the last page of the profile sheet
4. Click on the annotate page button on the top left toolbar and select Create Annotation
   

   

5. Click anywhere on the last page of the Profile Sheet to place the stamp
   Note: The stamp can be placed anywhere on the last page of the profile sheet, so long as it doesn't cover up the applicant information.
6. Under Annotation Type choose Text Stamp and choose the admission decision type under Annotation Template
   

   

7. Save the document using the save icon in the top left corner
8. Close the profile sheet window/tab and return to the application window/tab
9. From the application window, click the Route Forward button on the top toolbar
   

   

10. Select the destination queue corresponding to the decision
    Note: if the decision is to Admit or Admit with Conditions, you must select the Admit (UMBGA Review Complete) destination queue
11. The application will be routed out of the ready for review queue and the queue will be displayed

1. Click on the green Perceptive Experience logo in the upper left corner
2. Select Documents
3. Click the hamburger menu at the top left and select the program archive you would like to search
4. Click the search box and select the search criterion from the dropdown, such as Student ID or Student Name
   Note: it is more reliable to search by Student ID, as searching by name may take longer and return too few or too many results
     If you search by Student Name, enter the name as lastname,firstname; there should be no spaces around the comma
5. Click Search
   Note: Documents related to recently decided applications may be unavailable while they are being processed by Graduate Admissions

• Click on the user icon in the top right corner and click on the disconnect icon
  

  

• Note: Do Not close the last window or tab without without disconnecting. This may make documents inaccessible to others. If the window/tab should close accidentally, please log back in to and disconnect.