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Managing External Requests

Viewing and Tracking External Request Responses

To track the status of external requests, you can run the External Request Status static report from the Reports tab. Furthermore, below you'll learn about what access to external requests each user type has.

Reviewer view

Reviewers see document requests inline with other student answers, exactly where you have placed them in the application.

Student view

On the general application

Click on the Application tab and navigate to section that contains the recommendation request.

As part of a specific scholarship requirement

Click on the follow-up item from the Dashboard.

Administrator view

From the Users tab

Under the Users tab, select or search for an applicant, and select their Application tab, and locate the request on it:

  • Pending Requests - details of the request state when the request was sent, to whom, and resend the request to the same person if necessary. Additionally, you can complete the request for the third party by clicking the link 'View External Request Form'.

  • Completed Requests - details of the request state when the request was completed, all of the third party's responses, and move it back to a pending state, if need be, so that the third party can make changes.

From the Award & Deny screen

Head to the Scholarships tab and select a scholarship. Then head to its Award and Deny tab and select an applicant.

  • Pending Requests - details of the request state when the request was sent, to whom, and resend the request to the same person if necessary. Additionally, you can complete the request for the third party by clicking the link 'View External Request Form'.

  • Completed Requests - details of the request state when the request was completed, all of the third party's responses, and move it back to a pending state, if need be, so that the third party can make changes.

From the Follow-Ups tab

Head to the Follow-Ups tab, locate an applicant name and click on Expand.

  • Pending Requests - details of the request state when the request was sent, to whom, and resend the request to the same person if necessary. Additionally, you can complete the request for the third party by clicking the link 'View External Request Form'.

  • Completed Requests - details of the request state when the request was completed, all of the third party's responses, and move it back to a pending state, if need be, so that the third party can make changes.

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