Applications are visible in a list view with status that can group them by where the application is in the process. Statuses will only appear if an application falls into those parameters.
Application Statuses
When the Application List is first installed in your account, the board will be blank until you get your first application.
Application Status | Description |
All Applications Incomplete | Applications in a household are incomplete until they are paid for, consented to, provided income, and finished the app. You can find the progress of an application by opening the household application and checking the applicants table. |
Partially Completed Applications | At least one application in the household has yet to be completed. |
Pending Screening | All applications are completed for the household (and paid if applicable) and ready to be screened. |
Screening Incomplete | After screening is started on a household, there is at least one application that is waiting to be screened. |
Pending Decision | Screening has been completed on all applications in the household. Applications are ready for review. |
Application Approved | An application has been marked as approved by a team member. This will override other statuses. |
Application Denied | An application has been marked as denied by a team member. This will override other statuses. |
Application Closed | An application has been marked closed. This status will only appear if an application is closed. Closed applications should subsequently be archived. This will override other statuses. |
Application Canceled | An applicant canceled their application. This status will appear if the applicant has canceled their application in their portal. This will override ALL other statuses. |
Application Approved, Application Canceled, Application Closed, and Application Denied will override all other statuses for the applications in question. This means that if an application was partially completed, one completed member of the household had their application screened and then denied, then the partially completed application would move to the Denied Status.
What about Application Stages?
Application Statuses are hardwired on the Applicants board and directly reflect the application’s progress. Application Stages (viewable when you select Group By: Stage) are company specific and can be manually edited. If you’d like more information on using Stages on the Applicants board, reach out to your Account Manager or help@getaptly.com for more details.