Completing Checklist Requirements

The OpenApply Team
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Open your child's Application Checklist from the Parent Dashboard to submit forms, upload documents, send reference requests and book tours or open days.

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Completing Checklist Requirements

The Application Checklist can be found via the Parent Account by clicking the arrow next to the child's name:

Screenshot: The Application Checklist can be found via the Parent Account by clicking the arrow next to the child's name
 

It can also be accessed from the Parent Dashboard by clicking on an applicant's name.

For more information on navigating the Parent Account please click here. 

 

On the Application Checklist, you can complete all items related to the application, including submitting online forms, uploading documents, scheduling tours, and registering for open days.

Submitting a Form

Click the relevant Checklist item or the pencil icon on the bottom right to complete a form.

Screenshot: Click the relevant Checklist item or the pencil icon on the bottom right to complete a form

After completing the fields, you can review the form on the Submit Page.

Screenshot: After completing the fields, you can review the form on the Submit Page
 

When you are done, make sure to click Submit Application.

Screenshot: When you are done, make sure to click Submit Application
 

Editing and Viewing a Form

When a form is submitted, it is automatically locked. If the school unlocks your account, then you can click the pencil icon to update a form.

Screenshot: When a form is submitted, it is automatically locked
 

When the form is locked, you will still be able to view it by clicking Review Form. However, you won't be able to edit.

Screenshot: When the form is locked, you will still be able to view it by clicking Review Form

Sending a Questionnaire Form

Questionnaire type forms are used for forms that are completed by a third party, such as teacher recommendations or confidential references. You will only need to provide the Recipient information, and the recipient will complete the rest of the form.

There are two ways the recipient can receive a Questionnaire type form. 

1. Via Email - We recommend that you send the form by email. Fill in the Recipient details and click Save and Send Via Email. The recipient will receive an email with a link to complete the form and submit it directly to the school's OpenApply account. Once the form has been completed, the item will be crossed off the checklist and the recipient will receive a Confirmation Email.

2. Via PDF - If for some reason the recipient cannot accept the form via email, then you can click Export to PDF to create a PDF copy of the blank form. You can then provide it to the recipient yourself, and they will need to submit it back to the Admissions Office. 

You may only see the Save and Send Via Email button depending on how the school has configured their forms. 

Screenshot: You may only see the Save and Send Via Email button depending on how the school has configured their forms
 

To re-send the form, return to the Application Checklist and click Re-send via Email. 

Screenshot: To re-send the form, return to the Application Checklist and click Re-send via Email
 

Uploading a Document

You can upload required documents by clicking Upload Files under a Checklist Item.

Screenshot: You can upload required documents by clicking Upload Files under a Checklist Item
 

Click on the trash can icon to remove  a file, or click Add Another File to upload additional files.

Scheduling Tours and Registering for Open Days

Click on the relevant checklist item to Schedule a Tour.

Screenshot: Click on the relevant checklist item to Schedule a Tour
 

Select the Children, and click Next to select Campus and then Date & Time.

Screenshot: Select the Children, and click Next to select Campus and then Date & Time
 

Complete the Tour Form and click Next to review.

Screenshot: Complete the Tour Form and click Next to review
 

When you're done, make sure to click Proceed to Submission on the Submission page to confirm this tour.

Screenshot: When you're done, make sure to click Proceed to Submission on the Submission page to confirm this tour
 

Click the relevant Checklist items to Register for an Open Day.

Select the Open Day you would like to attend and the Campus–if there is more than one. Click Register to confirm the Open Day.

 

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