Postponing an Intake

If an event is rescheduled to a new date and/or location, you can utilise Dash's postponement functionality to notify existing appliers, obtain acknowledgement of new event details and request school approval, without forcing users to re-apply. 

Step 1: Create a new event. 

Postponing an intake works by changing the event associated to the intake, so if you haven't already done so, create a new event with the correct details. Make sure to name your new event slightly different to the initial event. 

Step 2: Open the Postpone Event modal.

Now navigate to your intake, and press "Options" in the top right to open the options drop down menu. Select "Postpone Event" from the dropdown menu. 

This opens a modal where you are prompted to add more information about the new event. 

Step 3: Add the relevant details.

First, find the new event you created in step 1, and select it.

In the "Postpone Reason" field, enter a brief description/reason for the postponement. This will be shown to appliers on the front end. 

If you'd like to send an email to all existing appliers, tick the "Send a communication by email to all appliers notifying of the new event" box. This will send a generic email to all existing appliers, which reads:

"Dear {created_user_first_name},

The event for {intake_display_name} has been postponed and a new date set. You are required to login and confirm your attendance at the event.

Reason for the postponement:
{postpone_reason}

Event: {event_title}
Location: {event_location}
Date(s): {event_start_date} - {event_end_date}
Description: {event_description}

Update your application here:
{dash_url}/applications/{application_id}"

You can customise the email's contents by clicking "Show" under "Customise Communication". A number of pre-defined dynamic variables are available for use. You can read more about custom variables here.

Step 4: Postpone.

Once you have added all relevant information, click "Postpone" to finalise the process. The below automated processes will occur: 

1. Existing school approval workflow is revoked and cancelled
2. The intake event is updated
3. A new intake step is added (at the end) asking appliers to consent
4. An email is sent to all existing appliers (if configured)

Please note: This means applicants will now be required to go back to their application and fill the postponement intake step which appears to them as seen below. Once they have completed this step, the school approval workflow is resent with the new event details.