Overview
After the applicant has submitted the application, you as the Provider can now view the details of all the information, attachment, and initial payment that the applicant has sent. This would be the perfect time to review, cross-check, evaluate all the required fields that matters to you and for government reporting (if the student is successful). This page will guide you on how you could go about checking the submitted application details in Paradigm, how to make the applicant go back to the application page if there are information that you want them to add, edit, or confirm, and most importantly, how to send an offer.
Workflow
Video Tutorial Link: Provider: Check Submitted Application, Review, Decide (In Progress, Reject, Offer)
NOTE
The decision you make on the applications is subject to your business or institution’s acceptance standards and processes, with all your varied entry requirements for each course offering.
You can customise your responses [email templates] as discussed in the Provider - Overview, Setup, and Configuration page, Provider Data Resource Template section.
1. Check / Review the Details, Attachments Submitted
INFO:
After the applicant has submitted the application details, attachments, etc., you as the Provider will now then review all the information and decide whether to accept or reject the offer.
Check the details of the submitted application, review and cross-check against the attached proof/documents by doing the steps below:
1 Search for the applicant’s record in Paradigm (you can set the Status as “Applied” as your search criteria). Refer to this how-to guide on How to Search for a Student Record.
2 With the applicant’s record currently loaded in the system, you can view the details under the Student > Student Details menus in Paradigm.
3 Other application details submitted are found by navigating to Student > Course Enrolment > Student Audition, Experience menus on the side.
Student Course Enrolment >> Check/Review Details Submitted
2. IF Needs Revision: YES? Set Course Enrolment Application Status to In Process
INFO:
As a Provider, if you are not satisfied with some of the information submitted and you want the applicant to go back and add, edit, or update some fields which you think could be critical for their acceptance to the Course, you have the option to set the application to “In Process” in Paradigm which will then allow the student to go back to the Application Portal. See below instructions on how to do it:
1 Following from the instructions in the expand section above, with the applicant’s record loaded in the system, navigate to Student > Summary menus on the side. Go to the COURSE ENROLMENTS section and select the Course Enrolment Application option.
2 Set the Application Status Id to In Process, and then click the SAVE DETAILS button.
3 After doing these steps, the applicant (or you as an Administrator) can now go back to the Application Portal and add, edit, update the required/necessary information.
3. IF Needs Revision: NO? Make Course Offer / Reject / Other Decision on the Application
NOTE:
Depending on your business or institution’s application standards, you always have the option to customise your responses [email templates] by providing the necessary details (conditions, how they may improve their suitability for a future course intake, etc.), see Provider Data Resource Template section of this knowledge article.
IF you want to reject the application, you have the option to send a communication event using your [EMAIL_CRS_REJECTED] template. The same goes with your other possible application outcomes.
Refer to the instructions below if you want to proceed with the Course Offer:
INFO:
After checking and verifying all the details of the submitted information, if you decide to offer the applicant the course that they’ve applied into, refer to the instructions below on how you could go about sending the Course Offer Letter.
NOTE:
The instructions below assume that your Course Offer template has already been setup and configured according to your business or institution’s requirements and specifications, if this is not the case yet, contact our Support Team.
1 Set the Course Enrolment Application status (as in the instructions in the above expand section) to Completed.
2 Navigate to Student > Summary menus on the side. Go to the COURSE ENROLMENTS section and select the Make Course Offer option.
3 You have the option to check the offer letter template that you are about to send to the applicant by scrolling down the page and go to the ASSOCIATED FILE ATTACHMENT section
4 After checking the offer letter template, you can now proceed to setting the Communication Status to Sent
5 Click the SAVE AND SEND button.
There are two things that happen right after you’ve clicked the SAVE AND SEND button, one, it sends the offer letter to the applicant, and two, it automatically update the Course Enrolment Status of the applicant from Applied to being Offered.
After you’ve sent the Course Offer letter or any decision that you’ve come up with, the applicant will be informed on what to do next based on the decision, proceed to the Step 3 - Accept the Offer via the Application Portal page for more details.