Once an LOI or application is submitted, the next step is to mark it complete or incomplete.
Marking the form complete moves the request to either the LOI complete or application complete status and indicates that no further action is needed from the applicant on the form. It can also indicate that the form is ready to be assigned to evaluators. Marking the form complete can be done for one request at a time or in a batch; however, marking the form incomplete can only be done one request at a time.
Marking the form incomplete moves the request back to either the LOI draft or application draft status. This is typically done if you determine that the applicant or evaluator needs to add additional information or make corrections on the form.
Mark LOI or Application Complete
Mark LOI or Application Complete for a Single Request
- Navigate to the LOI Submitted or Application Submitted workload page.
- Click the paper and pencil icon next to the applicable request.
- Scroll to the bottom of the page and click LOI Complete or Application Complete.
Mark LOIs or Applications Complete in a Batch
- Navigate to the LOI Submitted or Application Submitted workload page.
- Check the box for each request that should be moved to the LOI complete or application complete status.
- Click Batch Actions, and then click Mark as Complete.
Mark LOI or Application Incomplete
- Navigate to the LOI Submitted or Application Submitted workload page.
- Click the paper and pencil icon for the applicable request.
- If applicable, add administrator comments for specific questions that need editing by the applicant or particular attention by the evaluator. Administrator Comments provides information.
- It is recommended to send a notification email since the applicant is not automatically notified when their request is moved back to the draft status.
- Click Email (Applicant's Name).
- Click the envelope icon next to a particular template if desired or click Send (No Template).
- Enter or edit the applicable information, and then click Send Email.
- Click Email (Applicant's Name).
- Click LOI Incomplete or Application Incomplete.