Lightning Social Ventures

To process applications efficiently, you can use the Bulk Actions feature and apply Filters within the Application Manager.

Jump to:

• Before you begin
• Accessing the application manager
• Available options in bulk actions
• Applying filters
• Selecting applications to bulk update
• Bulk updating application statuses
• What's next?

Before you begin

Ensure that you have authorisation from your manager before processing applications in bulk.

Accessing the application manager

1. Log in to the platform. View this guide for help with this. 
2. Navigate to the application manager from the left-hand menu.
3. Click "Bulk actions" along the top bar.

Note: By default, the view will show "All" applications.

Available options in bulk actions

• Support scheme: Use this dropdown to select a specific support scheme. This will display all applications linked to that scheme.
• Status:Filter by the status of applications (e.g., submitted, started).
  • For a detailed breakdown of statuses, refer to the following article.
• Search bar: Search for applicants by client name.

Applying filters

Filters allow you to refine your application list further by specific criteria.

1. Click on "Filters" to open the filter options.
2. You will see the following fields:
   • Column: Select a column to filter (e.g., client name, status, reference).
   • Operator: Choose a condition:
     • Equals
     • Does not equal
     • Starts with
     • Contains
   • Value: Enter the value you wish to filter based off what you have entered in Column.
3. Use the "+" or "–" buttons to add or remove additional filters. This allows you to apply multiple filters simultaneously.

Example: Filter applications where:

• Column is "Client name".
• Operator contains "Started".
• Value is "Alice"
• This will display a refined list of matching applications.

Selecting applications to bulk update

To process multiple applications in bulk:

1. Start by clicking the empty box to the left of the client name.
2. If you want to select all applications in the view, click the box at the top of the "Client name" column.

Bulk updating application statuses

Once you select the applications, the status buttons (Approve, Reviewed, Decline, and Request more info) will become available at the top of the screen. This allows you to bulk update the statuses in just one click. You will also be able to mark applications as Inactive or Withdrawn. 

The functionality for bulk updates operates the same way as updating individual applications. For example, if you click Approve or Decline, you will still have the option to send a follow-up decision email to the applicants.

For a detailed breakdown of each status and what happens next, refer to the article:
Processing applications and application statuses.

Key note

Ensure that you have authorisation from your manager before processing applications in bulk.