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This article explains the purpose of offer types and describes how they can be used during the evaluation process.
Make sure that you have analysed your evaluation process and made a step-by-step map of the process. Offer types are designed to be configured to your specific workflow.
Offers are one of the major tools during the process of evaluating applicants. Once an application has been submitted, it automatically receives its very first Offer of the type - “Unreplied”. From this point, the administrator should begin the evaluation of the application.
During the configuration you can create different Offer types, such as a “Feedback”, “Ready for examination”, “Accepted”, “Conditionally accepted”, “Rejected”, “Enrolled”, etc. Offer type names can be edited so they intuitively fit to your evaluation process.
Once the application has been thoroughly checked, the administrator should change the Offer to an Offer of a different type. For example, if an applicant is missing a document, then new Offer can be “Feedback”, or “Missing document”. If the application meets your requirements, then it could be assigned the Offer type of “Ready for examination” or “Conditionally accepted”. If the application is unsuccessful then you can assign it the Offer type “Rejected”.
Offers
The administrator can “Save” Offers or “Confirm and send” Offers. If the Offer is saved, then they Offer’s type will only be visible for administrators, and the applicant won’t be notified of a change of their Offer. If the administrator clicks on “Confirm and send”, then the applicant will receive the notification and email that Offer was changed.
You can send out attachments, such as an acceptance letter when an Offer is “Confirmed and sent”. Additionally, other recipients can be added to these Offer emails via CC.
After learning the main functionality of the Offer types, you can begin to configure them to fit your process map.