Facilitating Offerings with Applicants
If you’re a Champion, you’ll be assigned applicants by the Organization Admin for various scholarship offerings. This guide aims to help you navigate and interact with applicants’ details effectively.
Step 1: Notification and Initial Review
Once an Organization Admin assigns an applicant to you, you will receive a notification email. You can click the link within the email to go directly to the ‘applicant detail page’ for an in-depth review.
Step 2: Accessing My Applicants Dashboard
On your homepage, you’ll find a section labeled ‘My Applicants’. This section consolidates all your assigned applicants in one place. You can toggle the view between ‘card view’ and ‘table view’ according to your preference.
Step 3: Navigating to Applicant Details
Clicking on a card or a table row within the ‘My Applicants’ section will take you to the ‘application detail page’. Here, you can:
- Review the ‘scholarship application’ filled out by the applicant
- Examine any ‘survey results’
- Mark ‘incomplete milestones’ as complete, provided they are ‘champion verified’ and prerequisites are fulfilled
Step 4: Understanding Milestones
Milestones within the application are organized in the following manner:
- Status: Shows prerequisites if any are incomplete, indicates “Up Next” for incomplete but unlocked milestones, or shows the completion date for completed milestones.
- Title: Displays the title of the milestone.
- Description: An optional field that describes what the milestone is about.
- Action: Buttons allow you to complete the milestone, view survey results, or change the status.
Step 5: Marking an Offering Complete
Once all the milestones in an offering are complete, you will have the option to mark the entire offering as complete. However, if the Organization Admin is required to complete the offering, you won’t be able to do so.