To streamline the admission process for employees, we are introducing a new action, “Edit Applicant,” in the system’s Actions menu. This feature provides a direct way for employees to access and edit an applicant’s personal data during the admission workflow.
Visibility Rules
Privilege Settings:
- Navigate to Role Management and select the relevant employee type responsible for editing applications.
- Proceed to Privileges > Admission > Admission Flow Actions Right and enable “Add/Edit New Student and Applications.”
Conditions:
- The “Edit Applicant” action will only appear if the employee has the above privilege enabled.
- The action will be hidden:
- When viewing applications by academic period.
- For employees without admission creation rights.
New Edit Applicant Feature
Creating a New Applicant
Navigate to Quick Actions:
- Select “Create Applicant” from the Quick Actions menu to start the application creation process.
Fill in Initial Information:
- Complete the required fields displayed on the screen and click “Next.”
Add Additional Information and Finalize:
- After clicking “Next,” you will be redirected to the applicant’s page.
- On this page, enter additional details to finalize the application process.
Editing existing Applicant
Handle Duplicate Entries:
If the name entered matches an existing record:
- After clicking “Next,” a popup will appear displaying the existing student’s information.
- In the popup, select “Edit Student” to navigate to the admissions page and update the student’s details.
Application Management (List)
Access Application Management:
- Navigate to Management > Admission > Application Management to view the list of applications.
Search and Edit:
- Use the available filters to locate the application.
- Once located, click on “Actions” and select “Edit Applicant” to make the necessary changes.
