The student has already registered in the system and is not able to start filling up the form due to some reason and is personally asking you to do so, or in situations like the student has visited the campus and wants you to fill the form for them, in these scenarios you can go ahead and fill the application of their behalf. You can either fill an application form for a single student or upload the application forms in bulk for a group of students.
1) 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 Filter and select the form for which you want to upload the application for.
- Click on Import > Upload Single Application from top right of your screen.
- This will open up a pop up window for you which says "Add Quick Leads". Make sure you add the exact details with which the lead has registered already to avoid creating another fresh lead.
- Once you click on "Save" it opens up the application form for the particular lead. You can fill all the mandatory and necessary fields on the application.
- You can either choose to 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 the application form completely and then click on "Save and Generate Application Number" and it would redirect you to the application manager with the application number.
2) 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 for.
- Click on Import >Upload Bulk Applications from 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 either choose to "Skip duplicate Data" which will enable the system not to accept any repetitive or duplicate data. The system will skip in case data is already available on it. Else 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 know more about it: Mark payment as approved for offline applications
- Download the sample data prior to all the steps, the sheet has all the fields that are available on the application. Fill all the details accordingly. Note - Kindly take care for the pre-defined points
- Once you click on "Next" it will take to to the upload file page where you need to upload the csv file. In order to do that click on "Select a file" and then click on "upload data". Once the data is uploaded you can check in reports that how many applications got processed and uploaded and how many failed. You can also download the failed applications, correct it and upload again if need be.
