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Flags

Purpose of this article

Gives a quick overview of flags and how to create them.

Before you start

Understand:

  • Flags are application-based

  • Flags can be used for filtering applications

Gather data such as:

  • What flags should be used in your system

  • What subset of applications should be flagged

Instruction

Add a flag - Locate application which should receive a flag:

  • Log in as admin

  • Locate applicant: using Search bar, Browse, Tables, Ranking, or Search module

  • (optional) If there is more than one application, locate the application that should be flagged by looking at Study term or program/course

  • Click on the bottom of the application card where it says “Type to add a flag..”

  • Type name of flag

    • Typing the name of a flag will open a dropdown menu

    • If the flag already exists, the flag’s name will appear in the dropdown menu

      • Select the flags name or simply hit the Return key
    • If the flag does not yet exist click on the “Add new” button from the dropdown menu, or simply hit the Return key

  • A new flag has been added to the application

  • Click on a “Flags” in the filter tab to open the drop-down menu/

    • After opening a drop-down menu, you can filter the list of applicants by recently created flags

    • Click on “manage flags” to edit, delete or replace (In a bulk) the flag (You can reach the same section by clickon on wrench icon, given next to the assigned flags on the application card)

    • To delete or replace the flags in a bulk, at first tick the flags you want to remove or replace and then click on “Bulk action” button.

      • By clicking on “Delete” button, you will delete the ticked flags from all applications.

      • By clicking on “Replace” button, you can choose a new flag to replace the ticked one on each and every application.

Filter using flags: See the article on the Filters for more information.

Expected outcome of the instruction

Flag is an optional tool in the system to create a custom filter. Flags work as a hashtags in a social media channels. Based on your need you can create a flag and give it a custom name (Ex:If applicant wants to stay in dormitory “A”, you can create a flag called Dormitory_A). The next step is to assign the recently created flag (Dormitory_A) to the applicantion (You can assign more than one flag to one application). As a result from the filter bar you can filter the list of applications by your flag (Dormitory_A) to see the target group (applicants who want to stay in dormitory bulding “A”).

Related articles

Application card

Filters

Browse side menu

Search

Next steps

Learn how to filter for the applications that have been flagged

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