Application Statuses allow you to add a custom status to your applications based on the round the application is in. This article will walk through how to apply a status to an application that is visible to the applicant.

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How to Apply a Status through the Stage Settings

Once you have created a status within your stage you can choose to automatically apply one status to all applications that enter that stage. This will not only apply the status to the application but it will also enable the status to be visible to the applicant on their application.

To apply a status automatically to applications that enter the stage:

Go to the Stage Configurations of the stage the status should be applied in
Go to the Settings Tab
Under the Application Status section, select the status that has been created

NOTE: This will not apply retroactively to applications that are already in the stage, only incoming applications. If necessary, you will need to apply the status manually to applications currently in the stage.

How to Manually Apply a Status

By moving the Application to a new stage
Within the Admin Application Preview
Within Manage Applications

By moving the Application to a new stage

Go to the Manage Applications page within a program
Select the checkbox to the left of the application's title
Select Move Stage
Select the stage to move the application to from the drop-down menu
Click the Status you wish to Set.
Select Move

TIP! Use these steps to apply a status to multiple applications at once. If you do not wish to move the applications to a different stage you can simply select the stage they are currently in.

This will also fire any automations that have been setup to fire based on the application moving to this stage.

Within the Admin Application Preview

Go to the Manage Applications page within a program
Select the application ID to enter the Admin Application Preview
Click Status
Select the status you wish to apply.

Within Manage Applications

Go to the Manage Applications page within a program
Select the application(s) you wish to add or change the status for
Click Workflow
Click Change Status
Select the status you wish to give the application based on the stage they are in
Click Change Status

How to Automatically Apply a Status

In some cases, you may have multiple statuses within a single stage that you wish to apply. If this is the case you can use Automations to apply different statuses to different applications within a single stage.

For example, in some cases, after an applicant has moved through the review stage, they may need to be sent back to the application stage to make updates or corrections to their application. This action is based on a reviewer response in the reviewer form to move the application back to the application stage.

The reason we use an automation is that we do not want to apply a status to all applications in the stage, only ones that have been in the Reviewer stage and been moved back.

WHEN TO APPLY

Source	Event	Target
Review	Reviewer has completed a Review	Reviewer Stage

CONDITIONS

Reviewer Form: Would you like to request more information from the Applicant?

is exactly

Yes

Action Source	Action
Application	Assign a Status to the Application

Status:

Additional Information Required

TIP! Add an action to send an automated email to the applicant to inform them of what information may be required based on a comment field in the reviewer form.

NOTE: To automatically Remove a Status select the Status in the automation Action to be "None"

How it Appears in the Site

Once you have applied a status to an application it will be visible to your applicants on their application tile.

Therefore, when the applicant logs into their account they will be able to quickly identify where their application is in the process. Using the above example we can also notify the applicants that additional information is required in their application and they will need to enter their application to complete it.