Overview: The Applicants Module is to be used by volunteers with Regional or Zone Level Access, in different Regions to Add Applicants, Export Applicants, track the process and ensure the integrity of the application process for volunteers engaged in the prison ministry. This article will demonstrate how to navigate through the Applicants Module landing page and how to Add the Contact Information for a New Applicant.
Type of Administrative Access: An Access Level of Zone or Regional is required.
Step 1 From the Navigation Panel, under Administration, select Applicants.
Step 2 The Applicants module landing page shows Name, Congregation, Mobile, and Email. Application Step indicates the status of the application.
- Assigned To indicates the name of the individual assigned to complete the application process.
- The search box may be employed to search for an Applicant. Begin typing in the search box and select the Search Icon to execute the search.
- The results will appear by Name in alphabetical order. To sort the results in descending order, hover over the field and select the arrow.
- To export the results, select Export in the upper right corner of the table to export the results of the search into a .csv (comma space delimited) file that can be opened as a spreadsheet.
- To make changes to an existing applicant, select the ellipses on far right of the applicant’s record. You may choose to Edit, Add Document, or Delete the profile.
Step 3 To add a new applicant, select the Add Icon.
Step 4 The Add Applicant form will allow you to enter all the pertinent information needed to process the application.
- The page consists of five tabs: Contact Info, Theocratic Info, Application Info, Application Steps, and Documents. The purple line indicates the tab you are viewing.
Step 5 Enter the Applicant’s First Name, Last Name and E-Mail.
Step 6 Enter the 10-digit Home and Mobile numbers of the Applicant.
- Use the drop-down menu to select the Service Provider of the mobile number and indicate whether the applicant Opts-in to receive text messages by selecting the check box.
Step 7 Personal Info section.
- Enter the Address with street name and number, City and 5-digit Zip Code. Use the drop-down menu to select the State.
- Use the calendar widget by selecting the calendar icon to select the Date of Birth.
- The date may also be type when entered in YYYY-MM-DD form.
- Use the drop-down menu to select the Gender.
- Use the drop-down menu to select the Marital Status.
- Use the calendar widget by selecting the calendar icon to select the Date of last TB Testing (tuberculosis).
- The date may also be type when entered in YYYY-MM-DD form. If the applicant has not had a recent screening, this field may be left blank.
Step 8 Languages Spoken section.
- Use the drop-down menu to select the Language Spoken by the participant. Indicate the proficiency by using the Yes/No drop-down menus for Speak, Read, and Write.
- Click on the X that follows the Write tab to delete a language entry.
- Select + Add Another Language to add enter additional languages.
Step 9 Emergency Contact Info section.
- Enter the Name and Phone number of the Applicant’s Emergency Contact.
- Use the drop-down menu to indicate the Relationship of this individual to the applicant.
Step 10 Click Save.
- Note: If the email address provided already exists, an error message will display below the E-mail address field. The E-mail address is already in use in another Volunteer profile or Applicant profile.
Step 11 After clicking Save, you will be see a box to Complete Congregation Information by navigating to the Theocratic tab and selecting a Congregation for the applicant. If you know the Congregation of the applicant.
- Note: This prompt will continue to display until the Congregation is selected for the applicant in the Theocratic tab.
- After saving, the other tabs on the Applicant’s Profile page will unlock.
Last Updated: May 29, 2023