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Applicant profile

Purpose of this article

The Applicant profile serves as the central hub of all the applicant’s data. This article will help the reader understand how to quickly access all the relevant data.

Before you start
    • Know which applicant(s) you would like to view. There are many ways to locate the applicant(s) you are looking for depending on what information you have about them.

    • A name, email, or Applicant ID can be used to search for a specific applicant. (see Search for more information)

    • Offer status is useful when working with applicants at a certain step of the application process and all applicants of a certain Offer status are organized together in Browse. (see Browse for more information)

    • Tasks can be used to search for applicants who have a particular Task status of a particular Task. (see Tasks for more information).

    • Some other ways that can be used to locate applicants is via Journals (if it is known when something was done by an applicant, see Journals for more information), Rankings (when dealing with applicants based on their Ranking for a specific Course/Programme, see Rankings for more information), Tables (when a Table is being used (see Tables for more information).

Instruction

In order to use Applicant profile:

    • Log in as an administrator.

    • Locate desired application via Applicant profile, Browse, Search, or Tasks ect.

    • Click on the applicant’s name or photo. (the Applicant card will appear open above the page you are on)

    Navigate the Applicant profile by section:

    • Applicant’s formal photo – By clicking on the applicant’s photo, the full-sized photo will open in a new window. Overlapping the applicant’s formal photo, is a download button. Click on this button to download the photo.

    • Applicant summary – Applicant name, Region, Citizenship, Date of birth, and Applicant ID can be located here.

    • Applicant email – The applicant’s email address can be seen here. If clicked on, email address can be manually copied as regular text, or a button can be clicked to begin an email in the default email client specified within the user’s operating system.

    • Phone icon – Clicking this will show the applicant’s telephone number and give the options to click a button to either contact the applicant via a telephone or Skype call. (This will require specific settings to be configured within the web browser being used.)

    • Wrench icon – Click on this wrench for access to possible administrator actions

      • Migrate to another region – This makes it possible to change the applicant’s region when necessary.

      • Change contact email address – This makes it possible to change the applicant’s contact email address when necessary.

      Changing contact email address is not enough for changing applicant’s login email address (DreamID email). Applicant might have two different emails, one for contact and the second for DreamID. Next bullet describes how to change applicant’s login email address (DreamID).

      • Send new credentials – This makes it possible to provide the applicant with new credentials when requested. Read more here.

      • Download photo – This is one way to download the applicant’s photo.

      • Delete applicant – This is one way to

    • Application profile tabs – Different modules will appear beneath the tabs depending on which tab has been selected.

      • Applications – When selected the various applications will appear (see Appforms for more information)

        • Term - Shows under which academic term was placed applicant, by clicking on it and choosing new term, you can place applicant under another semester.

        • Offers - Shows the list of the courses applicant has applied for

        • Tasks - Shows the ckecklist items, generated for the applicant

        • Interviews - Shows the submitted interviews and new intervie invitation can be send by clicking on “Invite to an interview”

      • Journal – When selected all the Journal events of the applicant’s progress will be visible. (see Journals for more information)

      • Consents – When selected all the Consents the applicant has consented to will be visible. (see Consents for more information)

      • Referees – When selected all the references by the applicant’s Referees will be visible. (see References for more information)

      • Inbox – When selected all the emails that have been sent out by the DreamApply system to the applicant will be visible.

      • Invoices (addon) – When selected all the invoices that have been given to the applicant will be visible. )(see Addon: Finances for more information

      • Events – When selected all the events the applicant has registered will be visible. (see Calendar for more information)

      • Tracker code (addon) – This is where a Tracker code can be added to an Applicant profile manually. (see Addon: Marketing for more information)

      • Notes – This is where notes about the applicant can be written.

      • Reference – This is where custom reference text can be assigned to the applicant.

Expected outcome of the instruction

You will be able to locate an applicant’s Applicant profile and know how to get the information you are searching for.

Related articles

Appforms – Where the questions and instructions on the application are controlled.

Consents – What consents are and how to create and manage them.

Events – What events are and how to create and manage them.

Next steps

How to use Application View