When someone applies for a course, they can be found under "Training planner" > "Waiting list". To add the applicants as participants you must accept their application.
Accept applications
- Mark the applicants you want to accept, you can for example sort them according to application date and choose those who applied first
- Click "Choose action" > "Accept applications"
- On the next page you can adjust what course they should be accepted to or just keep the one they applied for
- Click "Next" and confirm that these applications should be accepted
- The customer will disappear from the "Waiting list" and has been moved to the tab "Accepted/declined" with status "Accepted"
- The customer is now also added as a course participant with "Reserved" status. The status will be changed to "Active" as soon as you have planned the customer into a course
Decline applications
- Mark the applications you want to decline
- Click "Choose action" > "Decline applications"
- Confirm that these applications should be declined
- Click "Finish"
- The applications have now been moved to the tab "Accepted/declined" with status "Declined"
Bring back a declined application to the waiting list
If you have declined an application but want to undo it, you can bring it back to the waiting list again.
- Find the application in the list under the tab "Accepted/declined"
- Click the magnifier to look at the application
- At the bottom there is a "Re-add to waiting list" button, click there
- Click "OK"
- The application is now back in the waiting list and can be accepted or declined as usual
Edit an application
- To edit an application, click the magnifier to the right in the list
- Click the "Edit" button
- Adjust the application and save
Export applications
To get a good overview over the applications and perhaps make it easier to plan courses, you can export all or some applications to a document.
- Mark the applications you want to export to Excel
- Click "Choose action" > "Export" > "Submission information"
- Now you have created an Excel document with all application data