> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Applications

> Track admission applications, collect required documents, and enroll accepted students

**Applications** lists families who have applied. A record lands here when an application form is submitted, or when staff start an application from an [inquiry](https://docs.relyant.app/edu/admission/inquiries.md).

> [!NOTE]
>
> **Applications** is part of the **Admission** feature, which your organization must turn on. You need student update permission to change an application, and student create permission to use **Enroll as Student**.

## Application statuses

| Status | Meaning |
| - | - |
| **Applied** | The family has applied. Every application starts here |
| **Documents** | You're collecting the family's documents |
| **Interview** | An interview is scheduled or done |
| **Placement Test** | The student is taking a placement test |
| **Offer** | A place has been offered |
| **Accepted** | The family accepted the offer |
| **Enrolled** | A student record has been created. Set only by **Enroll as Student** |
| **Waitlisted**, **Rejected**, **Withdrawn** | Exits, shared with inquiries |

An application can't move back to an inquiry status. You can't change the status once a record is **Enrolled**.

## Find applications

In the left rail, click **Admission**, then **Applications**. Search by name or email, or click a count in the status row. Click **Filter** to filter by **Status**, **Grade**, **Owner**, **Form**, **How they heard**, **Campaign**, **UTM source**, **Documents**, or **Submitted** date. Switch to **Board** to see a column per open status, from **Applied** to **Accepted**, and drag cards between them.

The **Docs** column shows how many documents have been provided out of the total. It's amber while required documents still block an offer.

## Collect documents

Each form can list the documents you collect, such as a birth certificate. See [Admission forms](https://docs.relyant.app/edu/admission/forms.md). On an application, the **Documents** tab shows each document as **Required** or **Optional**, with its status: **Missing**, **Received**, **Verified**, or **Waived**.

Open a document's actions menu to **Upload file**, **Mark received**, **Mark verified**, **Waive**, or **Mark missing**.

> [!WARNING]
>
> You can't move an application to **Offer** or **Accepted** while a required document is outstanding. A required document counts once it's **Verified** or **Waived**; **Received** isn't enough.

## Work an application

An application opens with the same layout as an inquiry: **Overview**, **Documents**, and **Activity** tabs, with arrows to step through applications on the full page. See [Review an inquiry](https://docs.relyant.app/edu/admission/inquiries.md#review-an-inquiry).

* **Owner** — in the **Pipeline** card, assign the staff member responsible, or leave it **Unassigned**.
* **Intake Year** — in the **Pipeline** card, set or change the academic year the student would start. It can't change once the record is **Enrolled**.
* **Move to** — in the **More actions** menu, change the status.
* **Activity** — add internal notes with **Add note**. The timeline also records the original submission, status and owner changes, document updates, uploads, and enrolment.

## Enroll the student

**1. Click Enroll as Student**

Open the application and click **Enroll as Student**. The **Create Student Record** dialog shows the student, grade, guardian, and guardian email.

**2. Choose a class**

Pick a **Class** in the grade applied for, or choose **Don't place in a class yet**. Classes in the application's intake year are listed first, under **Intake Year**, and one is pre-selected when it's the only match. Classes in other years follow under **Other years**. If the intake year has no class for the grade yet, the dialog says so.

**3. Check the family**

If a sibling already has a guardian with the same email, the dialog shows **Same family as** the sibling. When that guardian has a parent account, the new guardian is linked to it, so the parent sees both children.

**4. Confirm**

Click **Create Student**. Relyant creates an active student and, if the record has guardian details, a guardian. The application is marked **Enrolled** and the new student's profile opens.

Answers to custom questions fill matching student fields with the same label, and uploaded files are copied to the student's attachments. The dialog says how many will carry over.

> [!TIP]
>
> Click **View Student Record** on an enrolled application to go back to the student later.


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