Meritaria

MERITARIA HELP CENTER

Help for every stage of your scholarship program.

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Administrators, students, and recommenders

Recommendation tasks

Recommendations are tasks attached to the application, with confidential content available to authorized staff and assigned reviewers.

1Set up the task

  1. In Forms & invitations, add a recommendation task and give it a clear name.
  2. Choose Upload or Secure link and questionnaire. Add the questions and options the recommender should answer.
  3. Use Duplicate to reuse a task’s questions, then adjust its name and requirements. Save the application form.

2Send or complete a recommendation

  1. For an Upload task, provide the requested recommendation document through that task.
  2. For a secure link, enter the recommender’s name and correct email, then send the request. The link is tied to that student and recipient.
  3. The recommender opens the email link, answers the questions, and submits. Students can see task progress and completion without seeing confidential responses.

3Review and manage tasks

  1. Check Recommendations and the student’s application for the linked request or response.
  2. If a recommendation is missing, verify the email and task status before sending another request. Ask the recommender to check spam or junk.
  3. Use delete only when the record should be removed. Removing a submitted record can reset the task to pending; removing a task can remove its associated responses and files.