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Moving applications through the Bin Workflow

This document explains how to move applications through the workflow either one applicant at a time or in batch using Classify.

Example Scenario

In this example, we want to move some applications from (G00) Graduate Coordinator Review into Faculty/Committee Review Bin 1.

There are two methods to move applications from bin to bin:

  1. Moving an individual application one at a time via the Application Review Platform
  2. Moving multiple applications at once using Classify

We go over both of these options below.

Screenshot showing 100 applications in the G00 bin, with an arrow pointing to the Faculty/Reviewer Bin 1

Move an individual application to a new bin

  1. Navigate to the applicant's application (Search for an applicant or application KB document)
  2. Add the application to your Queue by selecting the Add to Queue button in the bottom left of your screen
    • Note: if you are sure you are going to recommend this applicant for admission, you may wish to notify the applicant via email at this point. To do so, select the applicant's name in the top left hand corner of the screen, and then select the email address. This will open up an email message screen, where you can write an email to the applicant without leaving this screen.
  3. Select the Review Form / Send to Bin button on the bottom right part of the screen
    Screenshot highlighting the Review Form / Send to Bin button in bottom right of screen

  4. In the Next Bin drop down, select Faculty/Committee Review Bin 1
    Screenshot of the drop-down with G60 selected

  5. Select the Send button, effectively moving the application to Faculty/Committee Review Bin 1. If you want to see the result right away, select the Refresh button in the top right-hand corner.

Move multiple applications to a new bin using Classify

To recommend multiple applicants at a time, you will need to use a tool in the Reader called Classify.

Classify is a powerful feature that should be used with caution, and for this reason is an ability reserved only for Graduate Coordinators. Classify has the potential to move all of your applications to any bin in your Review Workflow, including the Deny (Department, G90) bin, which could erroneously deny a bunch of applicants all at once. That said, it is also a very useful tool that has some safeguards in place to make sure you know exactly to which bins the applications are headed before you send them there. So, if used carefully and deliberately, it can save you and your program a lot of time.

Step 1: Navigate to Classify in the Reader

In the left-side menu of tabs, select Classify, as shown in screenshot below.

Screenshot of Reader and where to find Classify in the left-hand navigation clumn

Step 2: Set the pending bin and select the applicants you wish to move to that bin

Set the pending bin to Faculty/Committee Review Bin 1 using the drop down menu on the right side, highlighted in the screenshot below. Then select the applications you wish to move to that bin. Each application you click on will be highlighted in dark blue, as shown in the screenshot below.

Screenshot of setting the pending bin to Faculty/Reviewer Bin 1

Step 3: Select Update

Once you've highlighted all the applications you wish to send to your selected bin, click the Update button. This will add the desired bin name to the Pending Bin column and deselect all of the applications, as highlighted in the screenshot below.

Screenshot showing that the pending bins have been set for the selected applicants

Step 4: Select the group of applications you wish to actually move to the bin noted in the Pending Bin column

Once again, select the applications you wish to move to their pending bin, Faculty/Committee Review Bin 1. Please note that you do not need to select all of applications with a pending bin. In the screenshot shown below, you can see that the applicant Ron Weasley has not been selected, even though a pending bin has been selected.

Screenshot showing same applicants as before being selected again

Step 5: Select Commit Pending and then type in COMMIT

Once you are sure you want to move the select applications to their pending bins, click the Commit Pending button (Step 1 in the screenshot below). This will open a small pop up, asking you to confirm your choice by typing in COMMIT and selecting the OK button (Step 2 in the screenshot below). Please note that you have to type COMMIT in all caps for the action to go through, as shown in the screenshot below.

Screenshot showing the two steps to commit pending, as descrbied above

Step 6: Review your work

Once you have committed the applications to their pending bin, you will see that the applicants' current bin has changed, as shown for the applicants highlighted in the Current Bin column in the screenshot below. Any applicants that weren't selected will still have whichever Pending Bin was previously selected, as is the case with Ron Weasley's application in the Pending Bin column in the screenshot below.

Screenshot showing that the applications have been successfully moved to Faculty/Commitee Reviewer Bin 1

KeywordsSlate bin bins workflow reader applications applicant classify batch   Doc ID131605
OwnerEric L.GroupGraduate School
Created2023-09-21 12:09:18Updated2024-06-05 15:28:37
SitesGraduate School
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