Incomplete Applications

Created by Nicola W, Modified on Tue, 20 Feb at 1:55 PM by Nicola W

This document provides guidance on how to assist guardians with completing an enrollment application that is currently marked as incomplete.

Step-by-Step Guide:

  1. Identifying Incomplete Applications:
    If an enrollment application is sitting in the incomplete inbox, it indicates that the form has not been fully completed by the guardian.

  2. Using the "Pull In" Function: The "Pull In" function is a tool that allows staff members to move an incomplete application into the "Submitted" inbox. This is a crucial step in enabling further actions to be taken on the application.

  3. After Pulling In an Application :Once an application has been "Pulled In" and is listed under "Submitted," staff members can then proceed with the following actions:
  • Request More Information: This option allows you to send the application back to the parent or guardian. It is particularly useful if additional details or clarifications are needed to complete the enrollment process.
  • Leave Note: If required, staff can leave notes or comments on the application. This feature can be used for internal communication or to provide specific instructions to the guardian.
  • Approve the Application: Staff members have the authority to approve the application directly from the "Submitted" inbox, even if certain sections are incomplete or if the guardian has encountered difficulties in filling out the form.
    After approval, staff can manually enter any missing details at a later stage. 


    **An incomplete application will be cleaned from the system if no change for 8 weeks.

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