From the Applications Listing or Status Listing pages you can access an Application using the Magnifying Glass icon.
This page shows you details of the Student and their Application, and the progress of their application. You can also use the tabs below the Application Cards to help progress the Application.
Student Details
This card shows you the details of the Student, such as name, address, identification codes, and tags. Additionally, you can see how many other Applications, enquiries, or Bookings they've made, and see their engagement score.
Use the Triple Dot menu to jump directly to the Student's profile in Student Database or make any edits to the student's details.
Application Details
Here you can see the details of the Application, such as Course, Year of Entry, date applied, Status and Application identification codes.
Additionally you can link an Agent to the application to enable the Agent to follow the Application.
Lower down, you'll see what workflow the Application has joined (which can be helpful to check if you think the Applicant has received an incorrect Touchpoint), the form which the Applicant filled out, and the consent details.
Application Progress Line
Under the cards is the Progress line, showing how far along the application is. As the Application progresses, the dots will turn orange to show that stage is pending (such as while confirming conditions) or green to show it's completed.
Application tabs
Below the Application cards and Progress Line, you'll find several tabs to help you review and manage the Application.
Depending on the Application's Status and how your Active Applications occurrence is configured, some tabs may not be available.
Actions: See the actions available to progress the Application. See Actions on Active Applications for more information.
More info: View and edit the additional information held against the Application. See The "More Info" Tab for more information.
Activity Log: View a history of activity recorded against the Application. See The Active Application Activity Log for more information.
Finances: View financial information associated with the Application, where Finances are enabled. See Finances for more information.
Offer & Conditions: View and manage the applicant's offer and any Conditions attached to it. See Managing offers and conditions in Active Applications for more information.
Documents: View and manage supporting documents associated with the Application. See How do I add Documents to an application? for more information.
Referees: View the applicant's referees and track your contact with them. See Referees on your Application Form for more information.
Applicant Day Programme: View any Applicant Open Day bookings made by the applicant. See What is the Programme tab in Applications? for more information.
Associations: View Associations connected with the Application. See Associations for more information.

