Overview

This article walks through the options available to administrators when accessing the Admin Controls button within an individual submission during a Review Round in Next.

Admin Controls

With an individual application open, there are navigation buttons and links to look at the entire application, as well as an Admin Controls button.  (Please see the article titled Access Submissions During a Review Round for more information about opening and navigating individual records.)  

--- IMPORTANT ---

The Admin Controls button and related functionality are only accessible by administrators with the roles of either Program Owner or Program Manager.

With an individual submission open, select the Admin Controls button to access additional functionality to apply to that individual application. 

When the Admin Controls button is selected, a panel slides open from the right side of the screen.  

Disqualify an Applicant

To disqualify an applicant:

1. After selecting the Admin Controls button, select the Disqualify current applicant (optional) button.

2. Select the Next button.

3. Select the reason for disqualification.

4. If Other is selected, input the reason in the provided text box.

5. Once the disqualified reason is selected, select the Submit button.

6. A confirmation popup message appears; to continue with the disqualification, select the Disqualify button.

7. Messaging briefly appears at the top of the screen confirming the disqualification.
8. The applicant’s Status changes to Disqualified on the review round data screen and will not be able to be selected for an award.

Disqualification from the Applicant’s View

From the applicant’s view, when they visit their list of applications, the status of their application is displayed as Disqualified.

💡Tip: If you need to reverse a disqualified application, see ➡️ How to Reverse a Disqualified Application.

Request a Revision

⚠️IMPORTANT: When revisions are requested, reviewers cannot provide or update feedback on the application until the applicant completes the requested changes and resubmits the form.

To request a revision from an applicant:

1. After selecting the Admin Controls button, select the Request a revision to this application (optional) button.

2. Select the Next button.

3. Follow the instructions to use the checkboxes on the intake form to request revisions to those selected form fields.  Please note that requested revisions are not permitted for any fields on the applicant profile.

4. For each field selected, enter comments providing direction to the applicant as to what should be updated.

5. Select the Send Request button when finished.

6. A popup appears asking for confirmation of the revision request; select the Send button to confirm.

7. After the request is sent, the option to disqualify the applicant or request a revision will no longer be present after selecting the Admin Controls button.

8. The submission status for any applications needing revisions will display as Under Review (Revisions Requested) on the review data list.

After applicants revise and submit their updated applications, the Program Owner receives an email letting them know that a revised application has been submitted.

Request a Revision from the Applicant’s View

After a revision is requested, the applicant will receive an email notification letting them know that revisions have been requested and that they need to respond.  After logging back into the program, they should follow these instructions to revise their application:

1. Upon accessing their list of applications, any that have revision requests will display a status of Revisions Requested.

2. Select the corresponding View link to view the form fields with revision requests.

3. There is a notification at the top indicating revisions are needed; on a sectioned form, the sections with revision requests will have yellow tabs.

4. If it is a sectioned intake form, continue here with the instructions, if it’s not a sectioned intake form, go to step 5 below.

a. Select the Edit button of the indicated section.

5. Note the comments about the revision request and update the field.  Please note that only fields with requested revisions are editable.

6. Add response comments, if needed.

7. Repeat the process of making revisions as needed.
8. When complete, select the Resubmit button.

9. A popup appears asking to confirm the resubmission; select the Submit button to confirm.