{"id":154,"date":"2017-08-07T20:21:23","date_gmt":"2017-08-07T20:21:23","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&p=154"},"modified":"2020-06-26T09:32:52","modified_gmt":"2020-06-26T15:32:52","slug":"pre-application","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/pre-application\/","title":{"rendered":"Pre-Application"},"content":{"rendered":"
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The Pre-Application feature is a handy tool if you want to manually pre-screen applicants to allow only those who meet your requirements to submit a full application.<\/div>\n
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How It Works<\/h2>\n

Program Setup > Pre-Application Tab<\/span><\/p>\n

The Pre-App tab can be submitted for review prior to the completion of the full application.<\/h3>\n

If the Pre-Application (Pre-App) tab is turned on and is required in a program, applicants will create their applications and start by filling out just the first two tabs – the Application Summary and Pre-App. In those tabs, they’ll provide basic contact and organization information, answer any pre-app questions that you have posed, and upload documents as requested. After they’ve fulfilled those requirements, they then submit those sections for review by an administrator.<\/p>\n

An administrator reviews and approves or declines the pre-app.<\/h3>\n

The Pre-Application Admin Contact (set in Program Setup<\/strong>, in the Pre-Application <\/strong>tab) will receive an email notification when pre-apps are received. They can go into each application, click into the Pre-Application tab and review the submitted information. Use the Pre-Application Status dropdown at the top of the tab to mark each one approved or declined. <\/strong><\/p>\n

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\r\n \t\t\t\t\tAs soon as an admin chooses “approved” or “declined” in the Pre-App tab,\u00a0an email\u00a0notice<\/strong> will automatically be sent to\u00a0the applicant, notifying them of that\u00a0decision. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n

If the pre-app is\u00a0approved<\/strong>, the rest of that application can be completed and submitted.<\/p>\n

If the pre-app is\u00a0declined<\/strong>, that application cannot be completed or submitted.<\/p>\n

To maintain the integrity of the Pre-App, the answers cannot be edited by the applicant once it has been approved or declined. If the applicant needs to make changes and re-submit the Pre-App, change the status to undecided, then click the Un-Submit<\/strong> button next to the Pre-Application Status at the top of that tab to return the pre-app to the application for editing. The applicant can edit the content in that tab, then re-submit it.<\/p>\n

Each application has a separate pre-app.<\/h3>\n

There is a Pre-Application tab in each application. If your process requires that all applicants submit a pre-app in every<\/em> application, you can allow the applicant to complete and submit the pre-app section in all of the applications that they have started. If your process only requires one of an applicant’s pre-applications to be submitted for approval, you can go into each of the other applications started by that applicant and approve the pre-application in those additional ones without them needing to even submit that section. Just open up the application(s) in your admin account, click into the Pre-Application tab, and choose “approved” in the status dropdown in each or do a list update<\/a> to input those pre-app decisions even quicker! In this way, you can approve multiple pre-applications without the applicant needing to submit them.<\/p>\n

How To Set It Up<\/h2>\n

Program Setup > Settings Tab > Additional Program Modules<\/em> >> Pre-Application Tab<\/span><\/p>\n

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  1. In the Program Setup, click into the Settings<\/a> tab.<\/strong><\/li>\n
  2. Turn the Pre-Application module ‘on’.<\/strong><\/li>\n
  3. Click into the Pre-Application tab.<\/strong><\/li>\n
  4. Give the tab a label<\/a><\/strong>.<\/li>\n
  5. Set a deadline\u00a0<\/strong>(if applicable).\u00a0If you want to set a deadline for submittal of the pre-app, enter a date in the deadline field. This deadline is not tied to the overall program deadline, so remember to update it if you update your program deadline (if necessary).\n