1. Setup & Master Data

Document Types & Admission Checklist Setup Guide

Configure institutional admission document requirements (Form 138, PSA, Good Moral, Transcript Copies) with required flags and file size limits.

Roles: Registrar Officers, Admissions Officers·Last updated: August 25, 2026

Before You Begin (Prerequisites)

  • Admin Permissions

Step-by-Step Instructions

1

Open Document Types

Go to Academic Management > Document Types in the sidebar.

2

Create Document Type

Click 'Add Document Type', specify Name (e.g. PSA Birth Certificate), Code, Description, and Allowed Formats (PDF/JPG).

3

Set Requirement Rules

Toggle whether the document is mandatory for Freshmen, Transferees, or Graduate applicants.

Important Business Rules & Invariants

Mandatory Document Gate: Admissions officers cannot fully admit an applicant if mandatory document types are missing without an approved waiver.

Common Questions & Troubleshooting

Yes, define the document type and link it as a program-specific requirement.