Section Release Overview
Home > (Select - Application Name) > Manage Applications > Section Release
Once an application has been submitted, and you have disabled the ability to edit after an application has been submitted, the applicant can no longer make changes to their application form. The Section Release allows you to release sections of the application back to the applicants so that they can re-enter information after they have submitted their application.
This is useful when an applicant contacts you after they realize they did not answer a question correctly due to misinterpretation, or they uploaded the wrong documents, or when reviewing the application, you find missing or additional information that you need from the applicant.
Sections cannot be released to applicants with a status of a pending submission. An applicant must at least have a status of submitted to have a section released back to them.
The Section release screen is divided into two reports. The first report contains a list of applications for which sections have not been released. The second report contains a list of application sections that have been released. For documentation purposes, we have labeled the two reports in the image below.
Available Actions for the Section Release Reports
Search: Click the Search button to quickly locate a specific applicant record. Please see the Using the Search Button article for more details.
Export to Excel: Click to download a file containing the list of applicants for the selected application. Please see the Export Reports to Excel article for more details.
Status: Click the Status field to filter the list to only display records for applicants with a specific status. The default is to display applicants with all statuses.
Number of Records: The total number of records displays on the left above each report.
Up/Down Arrows: Click to toggle between ascending and descending order of the listing.
Use the navigation tools at the bottom of the listing to move through the pages and change the number of records displayed per page.
Column Descriptions for the Section Release Reports
Select box: Click the box in the first column to select an applicant record. This box enables you to select specific applicants to include in a report you can export to Excel. Click the box in the header row to select or deselect all applicants.
Organization Name: The organization sponsoring the application.
Program Name: The name of the program the applicant has defined for the application.
Applicant: Click the blue applicant name link to view open the application dashboard for the selected applicant.
Email: The email address associated with the user account for the applicant.
External ID: This value is only present if an external site integration is implemented.
The next three columns display on the first list (sections not released.)
Released: The top list will only display applicants for which the value in this column is No. No sections have been released for the application listed. Please see the How to Release a Section to an Applicant from Section Release article for more details.
View Application: Click the blue link to open the Application Summary for the selected applicant in a new tab of your browser.
The next four columns display on the second list (sections released.)
Released Sections: Each section that has been released for an application will display in its record in the second list on the Section Release page. The name of the released section will display in this column.
Date Email Sent: Each time you release a section an email notification can be sent to the applicant. This is the date the email was sent and the date the section was released if you clicked the Save and Send Email button on the Release a Section window.
Released: The second list will only display applicants for which the value in this column is Yes. Please see the How to Unreleased a Section that has been Released article for more details.