Loading...
Wisenet

      How to Manage Application Form Submissions

      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. This is saved in the Course Enrolment Data Submissions page.

      In the Learner’s Course Enrolment Logbook you will see the outbound email confirming their application.

      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

      View the Application Form Submission

      1. Navigate to LRM > Selected Course Enrolment > Data Submissions, or
        LRM > Selected Course Enrolment > Dashboard        , or
        LRM > Reports > Data Submissions
      2. Click on the Submission Name
      3. This opens the Submission Summary, which shows:
        • Form Name
        • Status
        • Any attachments
        • Any submission notes
        • Summary of the application form

      When an application form is submitted, Wisenet checks whether the person matches an existing Learner. The status of the application form reflects the status of this learner matching process.

      • If no match is found, Wisenet creates a new Learner and sets the status to Reviewed.
      • If a match is found and Auto Merge Learner is enabled, the status is set to Reviewed.
      • If a match is found and Auto Merge Learner is disabled, the status is set to Pending Review.

      Auto Merge Learner is found in LRM Settings.

      You can manually update the status at any time.

      2

      Change status

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 Withdrawn

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

      3

      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.