Purpose

To view and edit Application details that were entered in the Applicant Portal by an applicant.

Anticipated Frequency

As required

Structure

Blocks

Applicant

Button

Find Applicant (ADMF5010)

This form allows an administrator to view and edit Application details entered by an applicant in the Applicant Portal.

This function is called in context of an application from the View Applicant Summary function or from the menu.

The screen allows the administrator to view application records.

• Only records that have an institution-defined Transfer Status mapped to a System Transfer Status of PENDING, ERROR, or NO-TRNSFR can be modified.
• A record that has a status of TRANSFERRD has been transferred to Callista SMS Admissions and has a valid corresponding record there. It cannot be edited in this screen.
• A record that has a status of NOT-APPLIC indicates that the applicant has not yet submitted the application.
• A Transfer Status of WITHDRAWN indicates that the application has been withdrawn either by:
  • the applicant in Applicant Portal prior to being transferred to Callista SMS Admissions, or
  • an SMS administrator in this form.

Only the Advanced Standing, Scholarship Intentions and Transfer Status can be modified; it will not be possible to modify Application Number, Submission Date or Creation Date.

The Transfer Status of the record can be modified by the administrator, provided the status of the record has a System Status of PENDING, ERROR, or NO-TRNSFR. The Transfer Status may be changed to any of these statuses but not to a system status of TRANSFERRD, NOT-APPLIC, NO-STEP or PRE-EXIST.

The log of messages received when attempting to transfer each record is displayed. An icon is displayed against each type of message to indicate whether the message represents an error, warning, or information.

This form is accessed from the main menu in query mode, or from ADMF5000 in context of Applicant ID/Applicant Number.

The Applicant block contains:

• Applicant ID
• Gender (Pop)
• Date of Birth
• Citizenship Type
• Applicant Transfer Status (LOV)

Button

• Find Applicant (ADMF5010)

The Application Details block contains:

• Application Number
• System App Type
• Creation Date
• Submission Date
• Intention to apply for Scholarship check box
• Intention to apply for Advanced Standing check box
• Transfer Status (LOV)

The Transfer Log block contains:

• Result Type Display (Pop)
• Creation Date
• Message Number
• Message Text

Icons

• E = ERROR (Display )
• W = WARNING (Display )
• I = INFORMATION (Display

Rules/Notes:

The Find Applicant button is only enabled in Query mode.

• Standard
• Non-Award
• Course Transfer.

Validations include:

• None of the applicant’s details can be modified when the System Transfer Status is TRANSFERRD or NOT-APPLIC.
• Transfer Status must be open.
• Cannot change the Applicant Portal Transfer Status to the System Transfer Statuses of TRANSFERRD, NOT-APPLIC, NO-STEP or PRE-EXIST.