Overview

In Meritto, the Application Stage helps categorize applicants based on their progress after payment. This allows you to track post-application statuses such as GD-PI Shortlisted, Offered, Merit-x, Enrolled, Withdrawn, etc. By default, the application stage remains untouched unless updated manually.

This guide walks you through changing the application stage via the Application Manager, Application Profile, or Bulk Update.

Step-by-Step Guide to change application stage in Meritto

Changing Application Stage from Application Manager

1. Navigate to Application Manager > Manage Applications.

2. Search for the applicant either by Application No, Email, Mobile, Transaction ID, Voucher Code, Name, or Discount Code.

3. Click on the action button next to the applicant's details.

4. Select Change Application Stage from the dropdown.

5. A Change Application Stage form  will appear. In the Change Application Stage form:

• Select the required Application Stage from the dropdown.

• (Optional) Add a Note and Follow-up Date.

6. Click Save to update the application stage.

Changing Application Stage from Application Profile

1. Navigate to Application Manager > Manage Applications.

2. Search for the applicant either by Application No, Email, Mobile, Transaction ID, Voucher Code, Name, or Discount Code.

3. Click on the Registered Name of the applicant to open the Application Details page.

4. Locate the Application Stage section on the top-right corner of the page  and click on it.

5. A Change Application Stage form  will appear. In the Change Application Stage form:

• Select the required Application Stage from the dropdown.

• (Optional) Add a Note and Follow-up Date.

6. Click Save to update the application stage.

Changing Application Stage in Bulk

Note: Only Counselor Managers, Staff, or Admins can perform bulk updates.

1. Navigate to Application Manager > Manage Applications.

2. Search for the required applicants by selecting the Form Name and applying appropriate filters.

3. Select Applications:

• You can select single or multiple applications by clicking on the checkbox present to the left of the application.

• By default, only the applications displayed on the page are selected.

• To select all applications, click on Select all applications, present at top of the screen.

• You can also select all the applications by clicking on the checkbox present to the left of the column heading Registered Name.

4. Click the Action dropdown above the applications table and select Change Application Stage.

5. A Change Application Stage form  will appear. In the Change Application Stage form:

• Select the required Application Stage from the dropdown.

• Select the required Application Sub Stage from the dropdown.

6. Click Save to update the application stage for the selected applicants.

Points to Keep in Mind

• Bulk update not working? Verify your role permissions. Only Counselor Managers, Staff, or Admins can perform bulk updates.

Conclusion

Updating the Application Stage in Meritto allows for better tracking of an applicant's progress throughout the admission process. Whether making changes to a single application or updating multiple applications in bulk, this feature ensures that applicant statuses remain accurate and up to date.

By keeping application stages well-organized, administrators can quickly identify where each applicant stands, streamline follow-ups, and make informed decisions. Following the outlined steps helps maintain a structured workflow, reducing manual effort and ensuring a smooth application management process.