TEAMS allows users to add and manage notes for applicants whose applications have been processed but are not yet converted or accepted.
Notes can be added directly from the Applicant Dashboard, making it easier to capture important information during the application process without waiting for conversion.
How It Works
- Users can add notes for processed applicants from the Applicant Dashboard
- Notes remain linked with the applicant record throughout the process
- Once an application is converted, all applicant notes automatically become available in:
Important Note
After an application has been converted, notes can no longer be updated from the Applicant Dashboard. Any further updates should be managed from the appropriate student-related dashboards.
Benefits
✔ Keep important applicant information organised throughout processing
✔ Improve communication and internal tracking
✔ Maintain continuity of notes after conversion
✔ Access applicant history from the Student and Enrolment Dashboards after conversion
This functionality helps teams manage applicants more efficiently while ensuring important information remains available at every stage of the application journey.