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Wisenet

      Application Form Submission

      Application Form Submissions are created by applicants. When an applicant submits an application form via Sales+, Wisenet creates an Open Application for the relevant Learner, and a corresponding Application Form Submission logbook entry. This logbook entry is saved in the Course Enrolment logbook.

      In the Learner’s Course Enrolment Logbook, when the Learner submits an application form, there will be two logbook entries:

      1. The outbound email to the applicant, confirming their application
      2. The Application Form Submission.

      If you have chosen for the course offer to auto accept applications, the application will come in as an enrolment, not an open application. 

      1

      Navigate to the Course Enrolment Logbook
      1. On the Top Navigation Bar, Click on Learners
      2. Search the relevant Learner
      3. On the Learner Profile page, click on Open Applications
      4. Click on the relevant Application
      5. You are now on the Course Enrolment dashboard.
      6. On the Left Navigation Bar, click on Enrolment Logbook
      7. You are now on the Course Enrolment Logbook.

      2

      Open the Application Form Submission
      1. Find the Application Form Submission entry in the Logbook.
        1. The title will be “Application Form Submission (Pending Review)“
      2. Click on the title
      3. This will open a pull-out drawer where you can see two tabs:
        1. Submission Summary, which shows:
          • Form Name
          • Status
          • Any attachments
          • Any submission notes
          • Summary of the application form
        2. Review Submission Data, which shows:
          • The applicant’s answers from the application form
          • The corresponding data in LRM
          • The fields that are different between the application form and the LRM

      New application form submissions always arrive with the status Pending Review. You can update the status at any time.

      3

      Review the Submission Data

      From here you can see the data that the applicant put on their application form, and the data that is currently stored in LRM. If there are differences, you can choose to update the LRM data with some or all of the new data from the Application Form, or you can leave the LRM data as is.

      1. Click on the “Review Submission Data” tab
        • The data from the Application Form is shown on the left.
        • The data from LRM is shown on the right.
        • Any differences are highlighted in red.
      2. Select which fields from the Application Form you wish to update in LRM.
        1. Select the checkboxes next to the fields, or
        2. Click “Select Differences” in the top right.
      3. Click “Update“.

      Note: You can return to any Application Form Submission at any time and update the LRM with the data from the form.

      4

      Change status
      1. Click on the “Submission Summary” tab. 
      2. Click on the dropdown arrow next to “Status”
      3. Select a status: 
        1. Pending Submission
        2. Pending Review
        3. Reviewed

      You can change the status to any status at any time, as many times as you want.

      4

      Run a report

      You can run a report on all Application Form Submission data if you wish. The report is #12345, called “Form Submission Data”. 

      For example, if your application form includes the question “Where did you hear about us?”, you may want to use this report to view all the responses to that question to inform your marketing efforts.

      Learn more? How to generate a report

      Once you generate the report and remove the data from Wisenet, you are responsible for the security of that data.