Create & Assign an Application Form Final Status within the Forms module

Create & Assign an Application Form Final Status within the Forms module

How to Create an Application Form Final Status?

You may define a final status for external and / or internal purposes. Defining a final status for internal purposes allows you to keep a historical record of the successful application(s).

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review Submissions in left-side menu
  5. Click Final Status in horizontal menu
  6. Select Add Status
    • Internal Status = Yes / No
    • Submitter Access = Yes / No where Yes allows the submitter to view the Final Status, set to No if the Final Status is used for Internal Status
    • Submitter Access to Detail Reviews = Yes / No where Yes allows the submitter to view the Review details, set to No if the Final Status is used for Internal Status
    • Email Subject = only complete if this is NOT an Internal Status
    • Email Message = only complete if this is NOT an Internal Status
  7. Click Update Status button

How to Edit an Application Form Final Status?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review Submissions in left-side menu
  5. Click Final Status in horizontal menu
  6. Select Manage Status
  7. Click the radio button for the status you want to edit
  8. Apply revisions, click Update Status or Update Status & Preview button to save

How to Delete an Application Form Final Status?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review Submissions in left-side menu
  5. Click Final Status in horizontal menu
  6. Select Manage Status
  7. Click the radio button for the status you want to edit
  8. Click Delete Status button
  9. Confirm the deletion request

How to Assign an Application Form Final Status?

  1. Click Dashboard
  2. Click Forms
  3. Click on the name of the Form
  4. Click Review Submissions in left side menu
  5. Click Final Status in horizontal menu
  6. Select Final Status Assignment
  7. Click the Gavel icon to assign the final status for an application
  8. Repeat step 7 for each application if there are multiple final statuses

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