The Direct Apply counselor review feature allows counselors to review applications before they are submitted to Cialfo and the university. Once enabled, students can submit applications for review directly through the Direct Apply portal.
Submission Process
When the feature is enabled, the student will be provided with an option to submit their application for review once it has been completed.
When the student completes the application form and clicks on Review and Submit, there will be a pop-up saying that the form will be sent to his/her counselor for review. After the counselor's approval, it will be submitted to Cialfo.
To access this, click on Student List > Student > Applications. You will see a list of applications for your review with the Pending Counselor Review tag, highlighted in yellow.
Clicking on the 'View Application' button will bring you to a PDF of the student's Direct Apply application.
Reviewing Process
Once the items have been submitted for review, you can review the items in Student Profile > cDocs> Submission. Click on the 'Review' button to bring up the Direct Apply PDF form that the student has filled in.
The following screen will pop-up, with two options at the bottom: Revision Required or Approve and Submit.
Review Options: Revision Required
Revision required indicates to a student that their application needs further revision before being approved for submission. This allows the counselor to include notes on how better to fill out the Direct Apply form before it gets sent to Cialfo. Once finished with the notes, click 'Confirm', and they will be made available to the student.
When the notes have been added successfully, you should be able to see a pop-up on the top-right hand corner and a label that says 'Revision Required' on the bottom-right corner. Additionally, the notes will be listed on the top of the page labelled 'Note from Counselor'.
When the student receives the revision request, they will see that their tag changes from 'Pending review' to 'Revision Required'. They should be able to click on 'Revise Application' to make changes to their application.
When they click on 'Revise Application', they should see the notes on the top of the screen. Once they have made the changes, they will be able to send it back to the counselor by clicking on 'Submit for Review'.
Review Options: Approve and Submit
Alternatively, when the student has completed the application successfully and there are no further changes to be made, you can approve the application to be sent to Cialfo by clicking the 'Approve and Submit' button.
Upon clicking the button, there will be an Approved label and the application will be sent to Cialfo and to the University.
Enabling/ Disabling Configurations
To enable the counselor review step, follow these steps in your Configurations menu:
Scroll down to Applications — DA & cDocs.
Under Direct Apply (or search for it directly using the search bar),
Before getting started, ensure the relevant application type is enabled for your school under Account → Configure → Applications. If it's switched off, students won't be able to add applications via the Direct Apply portal.
DA Application Review by Counselor (Counselor Review)
Counselors can choose to review a student's Direct Apply application before it is submitted to Cialfo, or skip this step. To enable the counselor review step, follow these steps in your Configurations menu:
To enable the counselor review step, follow these steps in your Configurations menu:
Scroll down to Applications — DA & cDocs.
Under Direct Apply (or search for it directly using the search bar), look for DA Application Review by Counselor. Here you will find two toggles:
Enable for UK applications
Enable for non-UK applications
Simply toggle on the option that applies to your students, or both, if needed!
Once enabled, any Direct Apply application submitted by a student will come to you for review and approval before it reaches Cialfo.
Notifications
When a new Direct Apply application has been submitted by your student for review, you will receive an email notification.
Troubleshooting & FAQ's
Why Can't I See a Student's UK Direct Apply Applications?
Why Can't I See a Student's UK Direct Apply Applications?
If you are unable to view a student's UK Direct Apply (UK-DA) applications, try the following steps:
Navigate to the student's profile and confirm that they have added UK-DA applications to their account.
If needed, ask the student to verify that the applications have been added successfully.
Check that UK Applications are enabled for your school. Login to your Account → Configurations → Applications — DA & cDocs
Refresh your browser or log out and log back in to ensure you are viewing the latest data.
If the UK-DA applications are still not visible after completing these steps, contact Chat with Cialfo and provide the student's name, email address, and your school's Cialfo URL for further investigation.
Need more help?
Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.
If you’re unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].