When an application is created, the system assigns a unique identifier to the application basing on the format configured in System Settings.
When a successful application becomes a project, much of the information is transferred from the application to the project. These configuration items can be set up once and are automatically available on both applications and projects
How to configure the application process including rounds & stages, application statuses, and eligibility.
- Creating or Editing a Round and Stage
- How to configure application statuses — Application statuses describe the processing stages of an application. They can be configured to match your process.
Information collected on forms can be placed in user-defined fields for reference from your Applications and Projects.
In this section
Concept: Portfolio, Projects, Rounds, and Stages — What are Portfolios, Programs, Rounds, and Stages and how are they used?
Application Management — Manage the application process within the Internal Portal including checking of eligibility, external review, decision making, decision notification, and creation of a project.