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When Should I Use This?
Use these tools when you need to:
Find a specific application using the Search Bar or Paste IDs
Filter the queue by Status, Submission Date, Last Contact Date, or Assigned to
Sort applications using Sort by and Order (ascending/descending)
Export applications using the queue Download options
Step-by-Step Instructions
1) Open the Applications queue
Go to the Programs tab.
Use the Programs / Applications toggle to switch into Applications view.
Use Program Selection to choose the program you want to work in.
In the LEFT MENU, choose the queue you want (for example: All Applications, Applications Assigned To Me, or New Communication).
2) Search for applications
Use the Search Bar (magnifying glass icon) to search.
Use Paste IDs to search by Application ID.
3) Filter the queue
Use Status to view applications within the current status.
Use Submission Date to filter by preset ranges or by Start date - End Date.
Use Last Contact Date to filter by the most recent communication through the communications center.
Use Assigned to to filter by the person an application is assigned to.
4) Sort the queue
Use Sort by to choose your sorting field.
Use Order to set ascending or descending.
5) Export applications or clear filters
Use the queue icons:
Download to download applications
Download options include downloading all applications or selected applications
Use the Trash icon to clear filters and start a new filter session
Common Mistakes to Avoid
Searching for an Application ID using the Search Bar instead of using Paste IDs.
Forgetting to reset your queue after filtering; use the Trash icon to clear filters before starting a new filter session.
Sorting without checking Order (ascending/descending), which can make the queue look “out of order.”
Best Practices for FORWARD Direct Users
Use Applications Assigned To Me when you want a queue that is already focused on your workload before applying additional filters.
Use New Communication to quickly prioritize applicants who have sent new inbound emails, SMS, or calls.
After heavy filtering, clear filters with the Trash icon before starting a new filter session.
FAQ
How do I search by Application ID?
Use Paste IDs to input the Application ID and search for specific applications.
What filters can I use in the application queue?
The queue includes filters for Status, Submission Date, Last Contact Date, and Assigned to.
How do I sort the application queue?
Use Sort by and choose an Order (ascending or descending).
How do I export applications?
Use the Download icon in the queue. The download options include downloading all applications or selected applications.
How do I clear filters and start over?
Use the Trash icon to clear filters and start a new filter session.