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Application view

Purpose of this article

This article provides a detailed explanation of how to use Application View for evaluating applicants. It also covers the tools that are available to facilitate the evaluation process.

Before you start

Before you begin evaluating applications, it is essential to determine how to locate the applications you need to review. Some ways to find applicants are:

    • Search using the applicant’s name, email, or Applicant ID.

    • Knowing the 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)

    • Use Tasks to find applicants with a particular Task status or Task.

    • Some other ways that can be used to locate an applicant is via Journals (if it is known when something was done by the 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).

    • Note: For applicants who have applied for multiple terms, it is essential to know the specific term under which their application is organized.

    Know what you would like to do:

    • Review the application content located in different sections.

    • Work with the application’s content.

    • View Offers, Tasks, Interviews

    • Flag application (see Flags for more information)

    • Share application

    • Close application

    • Migrate the application to a different Academic term

Instruction

In order to use Application view:

    • Log in as an administrator.

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

      • Note: When locating via Applicant profile, if the applicant has multiple applications, there will be multiple buttons labelled “View”. Locate the correct application by first identifying which application is labelled with the desired Academic term.
    • Click the button labelled “View ”. (the application will open in a new tab in your web browser)

    • Navigate the application by section using side menu (or scroll):

      • Application card – Contains tabs to view different information connected to the application such as Offers, Tasks, and Interviews. The card on this page displays offers by default and is useful to see the courses/programmes which are being applied for using this application and their respective offer statuses. The application status and the Term for which the applicant applied is visible in a banner Flags that have been added to an application can also be located here.

      • Scores (addon) – Used for adding/removing application to a scoresheet, scoring and/or viewing Scoresheet scores, and making comments about those scores. (see Addon: Scores for more information)

      • Profile – Typically contains the applicant’s answers to questions about their person including their name, citizenship, gender, passport number, date of birth. All questions are included in the Appforms of the courses/programmes they have applied to. (for more information see Appforms)

      • Contacts – Contains applicant’s answers about how they can be communicated with including e-mail, address, phone numbers, Skype, emergency contact information.

      • References – If a Course asks for References, the results can be found within this section. (see Courses/Programmes for how this setting is controlled)

      • Motivation letter – Where the applicant’s motivation letter can be viewed if a Course asks for the applicant for one. (see Courses/Programmes for how this setting is controlled)

      • Media files – Where the applicant’s uploaded media files can be accessed if a Course asks the applicant for it. (see Courses/Programmes for how this setting is controlled)

      • Documents – Any documents uploaded will be accessible here. (see Tasks for asking for documents to be uploaded)

    • Use tools to work with the application:

      • View history – Can be used to view which parts of the application the applicant edited and at what time.

      • Reopen for editing - This fature allows to reopen the application and make it editable again for the applicant. Reopend application is not submitted anymore and it must be re-submitted to be evaluated by administrators. You should include a short message describing the reasons why the application was opened and what corrections the applicant should do before re-submitting the application. While reopening the application, by marking the relevant feature you autoamtically Un-freeze the frozen application or Re-freeze the application.

      • Edit as an applicant – Can be used to make changes to the application on behalf of the applicant including adding/removing Courses, adding/editing answers.

      • Freeze/unfreeze data – Used to keep the application static once the evaluation process has begun. Freezing can be used to prevent the applicant from changing any information in the application they have already entered. Unfreezing allows the applicant to edit their application again after having been frozen.

      • Manage appform questions – Used to view which appform(s) were the source of the questions in the application. Can also be used to add questions from additional appforms for applicants to answer. (See Appforms for more information.)

      • Silence all reminders – Useful for when everything is in order and the applicant does not need to be reminded of anything any longer.

      • Share application:

Expected outcome of the instruction

After reading this article, users will be able to easily locate the details of a specific applicant’s application and use available tools to facilitate the evaluation process. Users will also be able to share the application in various formats.

Related articles

How to send mass email?

How to invate all to an interview?

How to filter applicants?

Next steps

Offer status – How to make changes to the applications offers based on the evaluation conducted using Application view.

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