Application Stage is used to segregate application based on the stage of the applicant post the payment has been made to identify the post-application stage such as GD-PI shortlisted, Offered, Merit-x, Enrolled, Withdrawn, etc. A user can mark the application stage from the application manager or application profile. By default, the application stage of an application is untouched.
Topics Covered in this article.
To change Application stage from Application Manager.
To change Application stage from Application Profile.
To Change Application Stage in Bulk.
To change the Application stage from Application Manager
- Navigate to Application Manager > Manage Applications.
- Search for the applicant you want to change the Application Stage for via Application No, Email, Mobile, Transaction ID, Voucher Code, Name or Discount Code.
- Click on the Settings cog icon(
) and select the option Change Application Stage.
- A pop-up titled Update Application opens, Select the required Application stage from the drop-down.
- If required, add the relevant note and the application follow-up date.
- Click on the Save button.
To change the Application stage from Application Profile
- Navigate to Application Manager > Manage Applications.
- Search for the Application you want to change the Application Stage for via Application No, Email, Mobile, Transaction ID, Voucher Code, Name or Discount Code.
- Click on the Registered Name, A new tab of the Application Details will open.
- You can see an option Application Stage, click on it,
- A pop-up titled Update Application opens, Select the required Application stage from the drop-down.
- If required, add the relevant note and the application follow-up date.
- Click on the Save button.
To Change Application Stage in Bulk
Only Counselor Manager, Staff or Admin can mark Application Stage in bulk for Applications.
- Navigate to Application Manager > Manage Applications.
- Search for the required applicants by selecting the form name and appropriate filters.
- Select the applications by selecting the checkbox present to the left of the column heading Registered Name.
- By default, only the applications being shown on the page get selected, If the application stage of all the applications is to be changed, you can select them by clicking on Select all XXXX applications.
- Click Action drop-down present above the applications table and select the option Change Application Stage. A pop-up will open.
- Select the required application stage from the drop-down present within the pop-up. Click Save to update the application stages.
Note: Contact ticket@nopaperforms.com to configure application stages for your application form