How does "archiving" applications in the Application Manager work?

  • Updated

"Pending" or "In Process" applications can now be accepted, rejected, or archived. You can use the archive option for applications that you'd like to clear out that should not be accepted or rejected.

archive_app.png

 

When you click the grey "Archive" button, you can choose whether or not you want to create a person record.

  • If you choose to create a person record, the application will be moved to the "Archive" tab, a new person record will be created (if the applicant does not already have a record), and that archived app will be listed on the person record on the History tab.
  • If you choose not to create a person record, the application will simply be moved to the "Archive" tab.

 

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