Applications make the High Ed world go round, and they're the main draw of FULL FABRIC's Origin Starter Edition. 🌏 Therefore, we prepared an easy-to-follow guide on how to create an application template from start to finish. If you're interested, just keep reading! 😃
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What's an application template?
An application template is a digital form that you create and edit yourself for candidates to later fill and submit their applications to your school. In other words, it's the basis for their application forms.
How do I start and open an application template?
To start a new application template, follow the steps below:
1) Click the gear icon on the top right-hand corner and choose General settings
2) Press the tab Institution
3) Tap Create a new template
4) Give it a NAME and press Create template and add more info
Your new template will be swiftly added to the collection. To open it, just click the gear icon next to it:
How do I build and edit the content of an application template?
By default, an application template has five tabs: Details, Personal, Application, Experience and References.
The Details tab
Details is where you set up the general parameters of the template, namely:
Name — The name of the template, visible to both staff and candidates.
Info — Any extra piece of information you'd like to share about this template (only visible here).
Application form link — An automatically generated link through which applicants may access the form. Clicking Copy link will copy the URL to your clipboard.
Opens on — Which date the template should be made available to candidates.
Deadline — Which date candidates can no longer submit their applications or start new ones (an error page will be returned if they try).
Downloadable by applicant — Whether a PDF version of the application form is to be provided for download to applicants (Yes or No).
Please disregard the remaining fields, such as Can applicants submit multiple applications?, What type of form is this?, Confirmation box title, etc., as they pertain to the advanced features of our other subscription plans. Disregard the Automations tab as well. All will be removed soon for your convenience.
The Personal and Application tabs
These tabs contain the fields that candidates must complete. Organisation-wise, our suggestion is to reserve all personal details, such as First name and Last name, for Personal, and put everything else (e.g., essays, documents and whatnot) in Application. That said, you're free to create additional content tabs and even rename or delete the default ones as you wish, for every application template is yours to customise however you deem appropriate.
Please refer to the article How schema fields work to learn how to design input fields, such as dropdown lists, checkboxes, date fields and more.
The Experience tab
As the name implies, Experience is where you collect applicants' prior academic and professional experience. The schema can't be edited because this tab is linked to the profile Experience tab, meaning that they mirror and populate each other; moreover, LinkedIn integration is an option. Consequently, the fields are predetermined and fixed, namely: Position, Organization, Description, Start date and End date. The schema is not visible to staff, only to applicants, as thus:
The staff view comprises the following settings:
Enable Experience? — Whether this tab should be turned on or off (Yes or No, respectively). If you pick No, it won't be visible to applicants.
Require professional experience? — Make professional experience mandatory with a minimum of one entry (Yes or No).
Require academic experience? — Make academic experience mandatory with a minimum of one entry (Yes or No).
LinkedIn integration — Your choices are: Exclusively, Optional or Disabled. Picking the former forces candidates to sync their LinkedIn accounts in order to autofill the information; the second lets candidates decide whether they'd like to manually insert the information or import it from LinkedIn; and the last one disables LinkedIn integration altogether.
The References tab
If you expect applicants to present references, this is the tab for you. Although it's Disabled by default, a single tap switches it up to Enabled.
Enabling the tab unlocks a slew of additional settings, some of which are displayed below:
You can change the Tab name, leave Instructions on what to do and define when exactly the Reference requests are to be dispatched to the designated referees: manually sent before application submission, whereby applicants must push a button to send the requests whenever they feel that the time is right, or automatically sent on application submission. By selecting the former, you have another option: references required before submission? When checked, it prevents candidates from submitting their applications until they've received the compulsory amount of recommendations.
But that's not all. Scroll up to the tab Reference Templates and click to open:
Here is where the reference templates reside. A reference template consists of two forms: one for candidates to fill out with the referee's details when sending the reference request, and one for the referee to fill out in return. By default, each application template has two reference templates, the point of which is to have different sets of forms for professional and academic references. You can have more than two reference templates, but not less.
Clicking Edit Reference Template allows you to Name the templates and set a Min and Max limit to how many recommendations are to be obtained for each. Meanwhile, the button Edit Reference Template will have been replaced by another: Add Reference Template, which lets you add yet more templates. Lastly, press Save changes to confirm or Cancel to undo the modifications.
To access the forms within a reference template, click the gear icon to the left (only visible so long as the above editor is closed):
Lo and behold, here's the Reference request form (staff view and applicant view):
And, finally, the Reference form (staff view and referee view):
To edit them, refer again to the article How schema fields work for practical guidance.
You have reached the end of this article. Thanks for reading! 🤓 If you have any questions or comments on the topic at hand, or if you enjoy reads like this and have article requests, let us know. Also, please leave a rating below. Your feedback is highly appreciated! 💖
PUBLISHED: August 24, 2020
LAST UPDATED: August 24, 2020 at 6:51 p.m.