Creating applications
To create a new application in onCourse, click on the plus button in the bottom right-hand corner of the application list view window.
To create a new application you need to enter the name of a student who already has a contact record in onCourse, and the name of a course that is set to 'Enrolment by application'. You cannot create an application for an open enrolment course.
You do not need to add any additional information at this point, however you can optionally add additional notes or attach documents on the Notes section, or assign a tag to the record. Once complete, save and close the record, which you will then see displayed in the list view.
By default, all applications will be created with a 'new' status. New applications mean those that have been received but not yet assessed.
The date of the application and the source (office or web) will be automatically set for all new applications. These fields cannot be edited.
If applications can be made online, we suggest you enable the script 'send application received notification' and customise the email template 'enrolment application received'. The script will send the template email to the student, which should advise them what to do next, and also an email to the default office admin address, so you can schedule your own internal follow-up process to assess the application.'
Once you have begun the communication with the student regarding their application, you should change its status to 'in progress' to differentiate from applications that have been made but had no follow up yet.
Changing an application status to 'in progress' does not trigger any scripts or email communications by default.
Updated 6 months ago