Overview
Application Categories are used to classify applicants and to apply specific rules to each category during the admission process, such as an age restriction. By assigning a category to an application, the institution can control how that application behaves, for example, whether it proceeds as a normal submission or is flagged as provisional until certain requirements (age, marks, or special educational needs information) are met.
To manage Application Categories, navigate to CONFIGURATION > Admission > Dropdown Lists and select Application Category from the Dropdown lists field.
Create New Application Category
Click on +Add New to create a new category.
The Create New pop-up window opens with the following options:
- Active: Enable this option to make the category available for selection in applications. Disabled categories remain stored but are not visible to applicants.
- Description: Enter the name of the category as it should appear in the application (e.g., “Normal”, “Provisional for special streams”).
- Application Category Type: Select the type from the drop-down list. The type defines how the application behaves for this category:
- Normal (all requirements are met and the applicant may proceed with a standard application).
- Provisional (the application has outstanding requirements, so it is submitted with a provisional status)
- Provisional – Maturity / Marks / SEN (the application is provisional and depends on the applicant meeting a specific age, attaining specific marks, or providing information regarding special educational needs).
- Age Restriction: Enter the age limit that applies to this category.
- Global Code: Enter the code used to identify the category within the institution. This code varies from institution to institution and is defined by the institution’s administrator.
- Verify Submit Info: Enter the information that is presented to applicants so they can verify their application before submission.
- Click on Save to create the new category.
Edit an Application Category
Click on the Edit (pencil) icon next to an existing category. The Edit pop-up window opens, containing the same fields described in the Create a New Application Category section above. Make the necessary changes and click on Save to apply them.
Additional Actions
- Reorder: Click on a column header to sort the categories in ascending or descending order.
- Copy / Delete: Use the copy icons to duplicate a category, or the delete button to remove it.
- Print / Export: Use the icons above the grid to print the list or export it to Excel or CSV. Hover over any button to see a tooltip describing its function.
- Search: Use the Search field at the top right of the grid to find a specific category.
