Managing Applications

Note: editing form during an active registration period is not recommended.

Document Approvals

Each primary application entry has a Documentation and Review metabox that can be customized for the program but not individual users. The documents listed are determined by the associated Supplemental Materials form. For the listing and approvals to work properly you must follow the proper naming conventions when managing the Supplemental Materials form.

Simply Approve or Deny a document’s approval and click Update Document Status. You can also View Original Entries which are the submitted Entries of the Supplemental Materials Upload form. It’s possible an applicant submitted documents more than one time; this allows viewing of the individual entries.

Tracking

Each primary application entry has a Tracking metabox that can be customized for the program but not individual users. You can control the name and number of items tracked by using the proper naming conventions when editing the forms tracking fields.

Simply check or uncheck the box to track the items. It the status of the item had been update, the last updated date is displayed.

Status and Decision Buttons

Each element in the Status and Decision Buttons metabox can be customized for the program but not individual users. The fields have less flexibility that some others but the names, labels, values, etc. can be updated by editing the corresponding form field.

For example, the Administrative Decision menus are controlled by the Administrative Decision field in form. As long as you do not change the field types (dropdown and date) the menu name and individual items can be updated anytime. The associated date field will also continue to work regardless of changes to either field.