The Applications tab allows you to update milestones for new applicants, assign new applications to Board Members, update the status of a new applicant, delete a new applicant, and print an applicant’s approval label. You can also view a new applicant’s license number, email, profession, whether their application has been processed and their application status.
- You can view a new applicant’s application by clicking on the date they applied.
- You can view messages left by Board Members on an application by clicking the button under '# Messages'
- You can see documents uploaded by the applicant by clicking on the button under # Documents
- You can filter applicants by clicking the 'Unprocessed Applications Only' button
Updating Milestones
- Select the radio button for the licensee whose milestones you would like to update
- Click 'Update Milestones'
- Click 'Publish' for the milestones you would like to publish
- Click 'Complete' for the milestones you would like to mark as complete
- Click 'Update'
Assigning an Application
- Select the radio button for the licensee whose application you would like to assign
- Click 'Assignment'
- Click the Board Member(s) you would like to assign the application too
- Click 'Save'
- You can also assign an application by clicking the button under ‘# Assigned’
Update Application Status
- Select the radio button for the licensee application whose status you would like to update
- Click 'Update Application Status'
- Add a license expiration date, if applicable
- Choose an application status
- A pop up box will ask you to confirm that you want to change the status
- Click ‘Ok’ or ‘Cancel’
Delete an Application
- Select the radio button for the licensee whose application you would like to delete
- Click the trash can icon next to the refresh button
- A pop up box will ask 'Are you sure you want to delete the selected item?'
- Select 'Ok' or 'Cancel'
Generate Approval Letter
- Select the radio button for the licensee who you would like to generate an approval letter for
- Fill in our change the information that are in the open text fields
- Click ‘Generate Letter’
- Note: Letters can only be generated for LPCs and LMFTs.