What is covered in this article?
Overview
Apply forms can be entered manually by School Admins at any time via a school’s Student details screen. This can be useful if you are creating an application on behalf of a family, or transferring an existing paper based application form into your Apply module.
Prerequisite
In order to create a manual application, a student record must exist in your school’s Student List via a previous enquiry/signup form. If no student record exists, you will need to create one manually. To do this, please follow the steps below:
- Go to Enquiries > Students List and click the + Add button.
- At a minimum, you will be required to enter all mandatory fields within the Add Student screen, in addition to at least one related contact in the Related Contacts section.
Tip: Any additional/non-mandatory fields completed will carry over into your new application so it is beneficial to add as much information as possible - Click the Save button.
Create a Manual Application
- Go to Enquiries > Students List and find the student record for whom you wish to create a manual application
Tip: Use filters to narrow down the number of students shown in your application panel - Access the student detail screen by clicking either Student Name or the pencil/’Edit’ icon.
- Click the +APPLY FORM button in the header.
Note: If you have created the student’s record as part of the manual application process, you will not be required to complete steps 1 and 2 and can instead create the application once you have saved the initial record.
You can only have one type of form per student, so if a form already exists for this student then you will only be permitted to select from the available forms, otherwise, you will not be able to continue.
- Select the desired form type and enter in the date and time that you wish to be recorded on the application.
- Click the Continue button.
- Navigate through each stepper and complete all relevant information as required.
- To proceed to the next stepper, click the Next button or the Stepper name.
- Once you have completed all relevant sections, click the Save button.
Tip: When a school user creates any form using this manual method, the form status is automatically set to Submitted. This allows the school user to initially edit and complete the form as needed before progressing it through the standard application workflow. - Once saved, you can finalize the application according to your school’s regular application processes by using the green progress bar.
Note: Since this application was created internally and not by the family, the automated emails will NOT be sent. You will need to send a confirmation email manually