Application Bulk Status Change Guide

Each application has a status and an optional status message that provides internal or shared visibility with notifications. You can update these in bulk, allowing you to efficiently manage and customise statuses across multiple applications at once.

Key points

• Bulk Changes: You can change the status or message of multiple applications simultaneously.
• Single Status Type: Only one type of status can be changed per action, but you may select as many applications as fit that status type.
• Message Customisation: You can add a unique message for each status change, copy from an existing message, or create a new message from scratch.
• Reusability: New messages can be reused across different status changes.
• Notifications and Counts: The system will notify you of pending changes and display the number of applications to be updated.

Fields

Column	Description
Name	The name of the person associated with the application.
Job	The job linked to the application.
Status	The current status of the application.
Last Action	The last date or time the status was updated.
Current Status Message	Displays the most recent status message, if available, and its visibility: Shared or Internal
New Action	Available actions for the selected status (there may be multiple options per status).
New Status Message	Editable field for new status messages (note: will be truncated if too long or if it contains multiple lines), and its visibility: Shared or Internal
Update	Displays the change status as: Pending (ready for update) Ready (selected for update) Done (changes applied successfully)

Summary for bulk status change

1. Select Applications: Start by selecting a base set of applications from People.
2. Narrow Down: Refine the selection by choosing specific rows for the bulk change.
3. Apply Status Change and Messages: Choose the new status and add any accompanying messages.
4. Review and Finalise: Continue adjusting as needed until all intended changes are complete.

note

You may add a message without changing the status.

Select available applications

1. Go to People
2. Check the person rows
3. Click Bulk Status Change from the action menu to open the next step

note

An individual application can also be changed outside of this process

Select applications to change

1. Check the rows of applications to change

note

When rows are selected, the action menu will be displayed above the table with available options

Select status change action and add messages

1. Locate the available actions in the action menu, and choose one to apply across the selected applications
   • only rows with the action listed in the new action will be selected
   • selected actions will be highlighted

note

The Update column in each row will show whether is it will be updated or not. The total number of rows affected is shown in Update in action menu

Add new status message

1. Click Add Message in the action menu
2. Enter your message in the text field
3. Select the visibility
   • Shared (visible to jobseeker and triggers notification)
   • Internal (business-only, not visible to jobseeker)
4. Click Add to Selected when you're done

Add existing status message

1. Click Add Message in the action menu
2. Your message in the text field will currently be empty
3. Click Show Existing to bring up previous messages in a table
4. Locate an existing message in the table, or search for another
   • Message: text stored
   • Visibility: internal or shared
   • Application status: status when the message was stored
   • Updated: date when the message was stored
5. Choose an action on any message
   • Show: displays the entire message formatted
   • Copy: adds the text to the message editor
6. Update the text field if further changes are required
7. Click Add to Selected when you're ready

note

Each new message is still changeable by clicking on the edit pencil on any New Status Message chip

Review and finalise with update

1. Click Update in the action menu
2. Repeat these steps until complete
3. Click Back when you are done

note

When working with different sets of changes, the pending changes notification will help with further selection before update