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Bulk actions
This article provides a step-by-step guide on how to perform the following bulk actions in the system:
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Add/Remove flags
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Freeze/Unfreeze all applications
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Silence/Un-silence all reminders
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Before you start
Before performing any of the bulk actions, you should determine which subset of applicants require flag assignment/deletion, freezing/unfreezing, or silencing/unsilencing reminders. Create a relevat flag (Only in case of assigning flags).
Email to all:
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Log in as admin.
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Use the Main menu to navigate to: Applications>Browse.
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Use the side menu to choose a subset of applicants based on:
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Applicant progress status
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Offer status
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Applicant decision
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(optional) If necessary, narrow the subset of applicants even further by applying Filters based on:
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Academic term
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Intake
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Tracker
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Region
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Courses/Programmes by either cherry picking from a list or by:
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Department
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Status
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Type
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Mode
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Language
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Click “Reload” to apply filters.
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Review list of applicants to ensure the correct subset has been selected.
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Click on “Bulk actions”
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Add/Remove flags.
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New window will show all available flags in the system.
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Next to the chosen flag click on “Add to all” to assign the flag.
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By clicking on “X” icon, you can remove the flag from all applications.
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Refresh page to review the results.
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Otherwise click “Cancel” to forego taking any action.
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Freeze all/Unfreeze all.
- By clicking on “Freeze all applications” or “Un-freeze all applications” button you will confirm the action.
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Silence all/Un-silence all.
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Choose a period for how long the reminders should stay silenced.
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By clicking on “silence all reminders” or “Un-silence all reminders” button you will confirm the action.
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Close all - This tool allows you to close all currently filtered applications.
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By following these steps, you will be able to perform bulk actions on a subset of applicants in the system, including assigning or removing flags, freezing or unfreezing applications, and silencing or unsilencing reminders.
