Application Management and Review

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Enabling and Disabling an Application

Enabling and Disabling an Application This article provides step-by-step instructions on enabling and disabling an Application. Disabling an application will prevent candidates from filling out and submitting it. - From your Prolydian dashboard, navigate to Applications > Applications - Select the application that you'd like to disable - In the setup tab, uncheck "Form is active" and "Application is user accessible" - "Application is user accessible" will determine whether the application ...

Reopening a reference link

Reopening a reference link Reference and work experience verification requests can be sent out as part of the application process. If an application includes a reference request, the verifier will be emailed a link to a page where they can complete the reference form. Reference links can only be used once, if a link is revisited after a verifier has already submitted a response the below message will be displayed. If the reference submits without completing the form or if the reference reques...

Reviewing an application

Reviewing an application After an applicant has submitted their application for an exam, certification renewal, or continuing education credit it will appear on the Applications page for review. The review process is established when the application itself is created and can be set so that submitted applications are sent to one or more users within your organization for review. - Log into your Prolydian account at https://app.prolydian.com and go to Applications > Applicants - Select the de...

Application review actions

Application review actions --------------------------------------------------------------- Adding a note or attachment to an application During your review of an application you can leave comments that will be visible to you and any administrative users with permission to view applications. - Log into your Prolydian account at https://app.prolydian.com and go to Applications > Applicants - Click on the application name to access it - Click on the arrow next to “Complete review” - Select “...

Amending the targets on a candidate's application

Amending the targets on a candidate's application For applications with more than one target, application reviewers can change the target selected by the candidate. Changing an application target does affect any payments already made. - Log into your Prolydian account at [https://app.prolydian.com](https://app.prolydian.com/reports) and go to the Applicants page - Search for the applicant and click on their name to open the application review window - In that window click on the dropdown arrow...

Application settings

Application settings --------------------------------------------------------------- Application setup Initially applications for exams, certification renewals, or continuing education credits are uploaded by the Prolydian team and are built to your specifications. Once uploaded you can edit the application settings. These settings allow you to edit the application details and description shown to applicants as well as set the application as active or inactive. You can also establish the appl...

Editing application text and fee amounts within an application

Editing application text and fee amounts within an application - Go to Application > Applications and click on the desired app - Go to the Edit tab - Scroll to the field you want to edit and click the "Edit" button - Make your changes and click "Save" - This same process can also be used to update Fee amounts within an application. --------------------------------------------------------------- Please find relevant support articles linked below:   [Application settings](https://pr...

Application notifications

Application notifications Notifications are emails sent to applicants during specific stages of the application process. These can be set up and customized from the Notify tab within an application’s management page. --------------------------------------------------------------- Adding a notification - Log into your Prolydian account at https://app.prolydian.com and go to Applications > Applications - Click on an application to access it - Click on “Notify” - To add a new notification cl...

Setting reviewer permissions

Setting reviewer permissions Most application forms in Prolydian contain a review workflow. The review workflow uses the application form's available reviewer(s) and their designated role to determine whom to assign a review task. The steps below detail how to review, add, and remove available reviewers and the available roles. --------------------------------------------------------------- Viewing available reviewers - Log into your Prolydian account at https://app.prolydian.com and go to A...

Application authorization rules

Application authorization rules The authorization rules will be used to set a candidate's eligibility length (duration) and the number of times (authorization count) the number of "free" registrations the system should allow. If you collect the exam fee via the application itself or a separate "Exam fee" application, set this value to "1." If you do not collect the exam fee within the application or through a separate "Exam fee" application, set this value to "0." - Log into your Prolydian acc...

Applying on behalf of an applicant

Applying on behalf of an applicant Some situations require you to administratively create an application for an applicant. After you apply on behalf of an applicant, the applicant will be able to access the application by going to Applications > My Applications. Follow the steps below to use the "Apply on behalf of" action: - Go to Applications > Applications - Search for the application you wish to create for the applicant - Click the actions icon (three dots) next to the application - ...