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Managing Applications in Cialfo

The new Applications page and how to use it to manage your student's applications as a counselor.

MOHIT MMANGAL avatar
Written by MOHIT MMANGAL
Updated over 3 weeks ago

Cialfo allows counselors to manage and track student's individual college applications in the below ways, and this article includes all that, including troubleshooting:

Accessing an Application

To check which college or the university a student has applied to, counselor can go on the student's account and click on the Application tab on the left menu.

On the Applications page, you will see all the colleges students have applied for.

Adding an Application

If you have given your students and/or their guardians the permissions within Account Configuration, they will be able to add applications to the student's Applying List.

Counselor can add an application in 2 ways:

  1. From the Application page- Go to "Add Application" and select the university, course/Major and click on Add Application.

2. From the Universities page- Click on the :Universities" tab within the student's account, select the university you want to add and click on the 'Add to list '> 'Applying'.

Updating Application Information

On the application page click on "chevron down" icon in front of the application you want to update.

*Note: If your Cialfo - Common App Configuration of syncing rounds and deadlines is turned on, you will be unable to manually update the application round and application deadline.

Additionally, following data points are available in all applications:

  • Round: Indicate the application's round (EA, RD, Spring Transfer, etc.) if applicable

  • Deadline: This is auto-generated based on your selected Round, but you can manually change the deadline later.

  • Test Submitted: Indicate whether a test was submitted as a part of the application or indicate if none were submitted (for test-optional colleges!)

  • Result: Indicate the result once received!

  • Scholarship: Indicate if the student is applying for a scholarship and if awarded one, the quantity of said scholarship.

  • Notes: The counselor may want to include any helpful information about how the student applied here. The Notes are visible to students, while the Counselor Notes are visible to counselors only.

  • Flags: Counselors may want to track certain characteristics of student applications, hence Application Flags. These are only visible to counselors. The Application has a drop-down menu of preset flags to choose from. If a school needs custom flags, these can be created in Account - Configure. Multiple flags can be added per application if necessary.

  • Likelihood: It is a data projection representing the likelihood of a student achieving a possible acceptance to a college or university

  • Counselor documents sent: This will indicate whether the Counselor documents have been sent to the university or not.


Troubleshooting

(1) Unable to update Application rounds and deadlines

If you cannot add or edit the application round here, it's quite likely that due to an account configuration, student rounds and deadlines are getting auto-updated here from the Common app.

(2) I don't want my students to edit application details

You can prevent students from going in and updating the applications page using one simple account configuration. Under the Configuration- Click on university- scroll down to 'Miscellaneous'- 'Allow students to edit their application details'- you can toggle off this setting.

When turned off, this option will prevent the student from making any changes to their applications. You can turn it back ON when you would like students to go ahead and make changes to their applications.

If you have any questions or need assistance, please feel free to reach out to us using the 'Chat with Cialfo' feature.

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