Learn how to create a pre-set list of tasks applicants must complete in order to be considered for a program.
User Types: Regulators, Sponsors & Employer Administrators
Step 1: Navigate to OCCUPATIONS on the blue navigation bar and then click the Title of the Program that requires an Application Checklist.
Step 2: Click the blue Application tab, and then the NEW+ button.
Step 3: Complete (or edit) the Application Task and click SAVE.
- Tasks can be assigned to the Applicant or a specific Internal Staff member using the Assigned to and Assignee boxes.
- To set a due date for the tasks, use the Due After box to enter how many days they will have after someone creates an applicant account to complete the task.
- Note: If you later EDIT or DELETE a task, that change will impact all APPLICANT records (past, current and future).
Step 4: APPLICANT VIEW - As soon as an Applicant creates an ApprentiScope account or is given access to an account that was created for them, they will see their Application Checklist with any tasks assigned to Applicants on the APPLICATIONS tab.
- Applicants will not see tasks assigned to Internal Staff
- Applicants can attach documents directly to a task that requests an upload by clicking the task title.
Step 5: Non-Participant View of Application Tasks
- Non-participants with access to applicant accounts will see the full application checklist under the Applicant's Profile Details > Application tab. If a document has been attached to a task by the Applicant, a pencil clip icon will appear next the task. Clicking that ICON will allow the uploaded document to be reviewed. The task must still be marked complete by either the applicant or the non-participant; uploading a document will not automatically mark it complete.
- Non-participants will see Application tasks assigned to Internal Staff on the Applicant's Profile Details > Application tab. In addition, the internal staff assigned that task will see it on their own TASK tab on the blue navigation bar.
Step 6: Applicants Accepted as Participants
- If applicants are accepted as participants (apprentices, pre-apprentices, youth apprentices or learners), Participants can still see their Application tasks on their TASKS tab (for the participant only).
- If applicants are accepted as participants (apprentices, pre-apprentices, youth apprentices or learners), Non-Participants can still see their Application tasks by clicking the three vertical dots on the far right of the participant's Profile Details page and clicking "View Application"
If you have questions or need help, please submit a Support Ticket here.