Application & Enrolment
How to create forms, manage applications, and process inquiries through enrolment.
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Viewing & Filtering Applicants
Find and view applicants, filter and sort the roster, save filters, add columns and bulk edit.
- Where to Find New Applicants
- Viewing your Applicant Pool
- Save Filter Settings
- Adding Columns to the Roster & Sorting Columns
- Bulk Editing via the Roster
- Filtering and Bulk Editing Custom Fields
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Tagging Applicants
Tag applicants from the roster or profile, tag them automatically and delete tags.
- Deleting Tags
- Tagging Applicants via Roster
- Tagging Applicants via Applicant Profile
- Automatically Tagging Applicants
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Applicant Profile & Forms
Add enquiries and applicants, use the applicant profile, edit applications and export forms to PDF.
- Adding a New Enquiry or Applicant
- Applicant Profile Overview
- Editing an application
- Exporting Forms to PDF
- What to do when 'Email has already been taken'
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Statuses & Re-Applying
Change applicant statuses, send automated notifications, edit status history and sub-statuses, and handle re-applications.
- Changing an Applicant's Status and Sending Automated Notifications
- Editing Status History
- Editing Status and Creating Sub-Statuses
- Applicants Re-Applying for a Different Academic Year
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Tasks & Notes
Add and view tasks, and add or reply to internal notes on applicants.
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Removing Duplicates & Linking Families
Merge duplicate applicants, link siblings and fix 'Email has already been taken' errors.
- What to do when 'Email has already been taken'
- Merging Applicants
- Linking Siblings
- What to do when 'Email has been taken'
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Application Review Mode
Review applications with rubrics: set up Review Mode, enable applicants for review and run the review process.
- Review Mode Overview
- Setting Up Review Mode
- Creating and Customising Rubrics
- Enabling an Applicant for Review
- Review Process
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Additional Resources
More applicant tools: AI summaries, archiving old records, permanent deletion, feeder schools, daily digest and the dashboard.
- Applicant AI Summary
- Managing or Bulk Archiving Old Enquiries and Applications
- Deleting an Applicant Profile from OpenApply Permanently
- Feeder Schools
- Daily Digest
- Viewing your Applicant Dashboard