This article will guide you through archiving old Bursary+ applications, so they appear in the “Archived” folder on the parent dashboard. This is to ensure parents are not confused by older applications that are no longer relevant to them.
To add applications to the “Archived” folder, you need to use the bulk update tool to change their status. Navigate to the student table and select the applications you will be archiving, either by using the filters or searching for individual students. Select the applications you intend to archive and click “Bulk Update”:
In the pop-up that appears, select “Archived/Current” from the “Property” drop down, then “Archived” from the “Value” drop-down:
You will see the following warning message: ‘By archiving these applications, they will appear in the “Archived” area on the parent dashboard and applicants will no longer be able to access or edit them.’
Click ‘Save’ to confirm you are happy to move these applications to the “Archived” folder.
Parents will be informed that an application has been archived via a banner at the top of the screen when they log in:
Clicking in the on the ‘Archived’ folder icon, will display a list of the applications that have been moved there:
Remember, parents will be unable to view or edit applications when they are in the “Archived” folder.
If at any point you would like to reverse any applications you have archived, simply go back to the student table, and find and select the relevant application/s. Click “Bulk Update” and in the pop-up that appears, select “Archived/Current” from the “Property” drop down, then “current” from the “Value” dropdown.
This will move the application back onto the ‘Home’ tab of the dashboard again.