Manager quick start
Review Edmissa activity, workload, progress, and follow-up quality.
Use this guide if you oversee counselors, admissions work, operations, or workspace performance.
What to check first
Start with the work that can block students or hide delays:
- Overdue tasks and follow-ups.
- Applications that have not moved recently.
- New or unassigned Leads.
- Pending, rejected, or expired documents.
- Workload by owner, location, or team.
Daily oversight path
| Question | Open this |
|---|---|
| Are students waiting on follow-up? | Tasks and follow-ups and Task reports |
| Are applications moving through the right stages? | Applications and Application reports |
| Are new Leads being reviewed and assigned? | Leads and reports for Leads |
| Are files blocking student work? | Documents |
| Do you need a high-level view before drilling in? | Dashboards |
Weekly review
Use reports to find patterns, not just individual items.
- Compare Lead volume and source quality.
- Review application progress by stage, owner, location, or outcome where available.
- Look for repeated overdue tasks by team, stage, or type of work.
- Check whether documents are being uploaded and reviewed at the right time.
- Confirm that workload is balanced before reassigning work.
- Note any workflow issue that should be fixed in Configure Edmissa.
When a report shows a problem
| If you see this | Check first | Then review |
|---|---|---|
| Many overdue tasks | Open the task list and check owner, due date, priority, and comments. | Notifications, Automation, and SLA and Business Hours |
| Unassigned or stale Leads | Open the Leads list and review status, source, and assignment. | Lead sources, Integrations, and Users, roles, and permissions |
| Applications stuck in one stage | Open the application list or board and inspect checklist, document, approval, and task status. | Pipeline stages, Checklists, and Document types |
| Missing report visibility | Confirm the manager can see the right location, team, and scope. | Permissions and scope and Locations |
Good oversight habits
- Start with overdue work before reviewing lower-risk activity.
- Speak with the owner before changing assignment, priority, or stage.
- Use reports to find process gaps that need configuration changes.
- Keep roles, supervisors, and locations accurate so reports stay useful.
- Link recurring problems back to Configure Edmissa instead of solving the same issue one item at a time.