Using the dashboard
The dashboard holds every applicant imported into Applis. Records arrive by CSV upload rather than by direct application.
End to end
- Collect applications in a form tool.
- Export the submissions from that tool as a CSV file.
- Import the file into Applis.
- Review the applicants, filtering by block or position.
- Export the list as CSV or PDF.
Importing applicants
- Select Upload Applications CSV.
- Choose the CSV file exported from the form tool.
The records in the file are added to the dashboard in one operation. No per-applicant entry is required.
Reviewing
The dashboard presents a central view of all submitted applicants. Each record carries its submission details. Select a record to open the individual applicant profile.
Filtering and search
| Control | Effect |
|---|---|
| All Blocks | Limits the list to one cohort block or group assignment |
| All Positions | Limits the list to one role or programme |
| Search field | Locates a candidate by name or other identifier |
When no record matches the current selection, the dashboard displays
No applicants found matching your filters. This is the filter result, not a
fault.
Exporting
| Format | Use |
|---|---|
| CSV | Further processing in spreadsheet software |
| Formatted reports for sharing or printing |
Both a shortlist and a full list can be exported.
Related
- Overview covers capabilities and access.
- Diagnostics covers conditions encountered while importing and exporting.