This article is for administrators of a Training Application Form. The References and Mentors pages show, in one place, everyone your applicants named as a reference or a mentor, and what each of them has done so far. You can filter the list, send reminders and export it to Excel.
Open the pages
In the Training Application, open the sidebar and look under Applicants: select References or Mentors. Each page lists every reference or mentor of the form.
What each row shows
| Column | What it tells you |
|---|---|
| Applicant | The applicant's name and email address, and whether the application has been submitted (and when). |
| Reference / Mentor | The person's name and email address. |
| Relationship | The relationship the applicant entered for them. |
| Required documents uploaded | For example "1 of 2": how many of the required documents this person has uploaded. |
| Required questions answered | How many of the required questions the form asks of this person they have answered. |
| Status | Complete: every required document is uploaded and every required question is answered (or none is required). In progress: they have done something. Not started: nothing yet. |
| Last upload | The date of their most recent upload. |
Find the people you need to chase
- By default only submitted applications are listed. Tick Include applications not yet submitted to see the rest.
- Use the Status list to show only the people who are In progress or Not started.
- Use the search box to find an applicant, reference or mentor by name or email address.
- Select an applicant's name to open the Contacts tab of that application, where you can send a reminder.
Export to Excel
Select Export to Excel to download a spreadsheet of exactly the rows you see: the filters, the search and the "not yet submitted" setting all apply. Clear the filters first if you want the complete list.
Good to know
- The applicant also sees a red notice on their own pages listing the references and mentors who have not finished, with a Send a reminder link. It does not stop them submitting.
- The number of references and mentors, and which documents and questions are required, are set on the form: see Training Application Form Setup Guide.