Introduction
In cases where a student has personally visited the campus and requested assistance in completing the form, you have the option to fill out the application on their behalf. This can be done individually for each student or alternatively, application forms can be uploaded in bulk for multiple students simultaneously.
Pre-requisite
You should have permission to Upload applications in the Application Manager.
Upload Single Application
Steps to upload a single application into the system.
- Navigate to Application Manager > Manage Applications from the left-hand side panel.
- Click on Import > Upload Single Application from the top right of your screen.
- This will open up a pop-up window for you that says "Upload Single Application". Ensure you add the exact details with which the lead has registered already to avoid creating another fresh lead.
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When accessing the Upload Single Application feature, a pop-up will appear displaying the multiple sections for entering application details.
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Mandatory fields are clearly marked with asterisks (*) or bold labels on each section, ensuring visibility.
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Inline validation messages will prompt you if you attempt to save the application without completing mandatory fields.
- Once you click on "Save" it opens up the application form for the particular lead. You can fill in all the mandatory and necessary fields on the application.
- You can either fill a part of the application with limited information available and click on "Save and exit" It will redirect you to the application manager with an application number. The page looks like the picture mentioned below.
- You can also fill out the application form completely and then click on "Save and Generate Application Number" and it will redirect you to the application manager with the application number.
FAQs
- How do I know if a field is mandatory?
Mandatory fields are marked with asterisks (*) or bold labels on each section of the Upload Single Application form. - What happens if I try to save an application without completing all mandatory fields?
You will receive inline validation messages indicating the missing mandatory fields and will be prompted to complete them before proceeding. - Can I navigate between sections if I haven't filled out all mandatory fields?
Yes, you can navigate between section if you haven't filled all mandatory fields on current section.
Upload Bulk Applications
Steps to upload offline applications in bulk
- Navigate to Application Manager > Manage Applications from the left-hand side panel.
- Click on Filter and select the form for which you want to upload the application.
- Click on Import >Upload Bulk Applications from the top right of your screen.
- Once you click on upload bulk data it opens a page named "User Guideline for Application Upload".
a) Forms: Select the form for which the applications are,
b) Select type: You might choose to "Skip duplicate Data" which will enable the system to not accept any repetitive or duplicate data. The system will skip in case data is already available on it. Otherwise, you might choose "Overwrite all Data" This will enable the system to replace the existing data with the one being uploaded now.
c) Select Payment Type: The payment needs to be taken care of as well. So, you can select "Payment through discount coupon" and then mark offline payment once the payment is collected. Follow the link to learn more about it: Mark payment as approved for offline applications
Note:
- Download the sample data before all the steps, the sheet has all the fields available on the application. Fill in all the details accordingly. Note - Kindly take care of the pre-defined points
- Once you click on "Next" it will take you to the upload file page where you need to upload the CSV file. To do that click on "Select a file" and then click on "upload data". Once the data is uploaded you can check in reports how many applications got processed and uploaded and how many failed. You can also download the failed applications, correct them, and upload them again if need be.
- If there is master data associated with any fields, make sure to map all the fields with the master data files before uploading the data.