To manage an intake, you'll first need to go to the intake's profile. This can be done by the "Intake list", which shows a list of applications within an admins permissions. From the intake's profile, functionality like; exporting applications to PDF, exporting applications to an excel table, sending communications to all parents, and monitoring the submitted applications will be available.
To manage an intake's applications, there are several tools. The operation view, accessed by switching from "Edit view", brings these management tools further forward. This is most useful for conveners and managers who won't be editing an intake, but are more interested in the state of submitted applications.
Export to PDF
Export to PDF gives a multipage export of all applications. Applications can be filtered by applicant attributes, and cut down to only export particular parts. The PDFs will also include all documents (including medical documentation) that have been included in the intake.
Export to CSV and XLSX
Export to CSV and XLSX give an excel style export of all selected attributes from applications. This is most useful when trying to manage information about all applications from an intake. The XLSX file type allows excel formatting to be saved, while CSV files will only save the values within the document.
Send Communication
The send communication button allows you to communicate with all the people who have applied to the intake, whether or not their application has all steps completed. You have the option to send an SMS (used for last minute changes) or an email to the applicants.
Please Keep in Mind: This communication may be getting sent out to a large number of applicants so we would recommend sending a preview and performing dry test runs before pressing the red "Send Communication Now" button.
To send communications to only the selected applicants, use the "Run Macros" button at the bottom left of the application list.