When an applicant submits a request with a third party, the third party receives an email with a link to view their dashboard. From here, the third party can submit responses as needed. As an administrator, you have the ability to view third party dashboards and adjust how long third party requests remain on their dashboard.
Configure Third Party Dashboard Display Days
By default, third party requests will display on the third party's dashboard for 365 days after the date in which the applicant sent the request to the third party.
After 365 days from the assignment date, requests disappear from the third party dashboard, even if the third party has not submitted their responses. This helps keep third party dashboards clean, as requests that were assigned to the third party 365 days ago are likely no longer relevant for them to complete or view.
You have the option to change the number of display days to any number you choose. This is a site-wide setting.
- Click the gear icon in the upper-right corner of the site to access your Site Settings page.
- Click the pencil icon next to the Third Party Dashboard Display Days setting.
- Edit the number of days, and then click OK.
View Third Party Dashboards
The ability to view a third party's dashboard is available in any site that has the Third Party feature enabled.
- Click Communications in the upper navigation bar, and then select Email History.
- You may also navigate to the Request Email History from the Request Summary page.
- You may also navigate to the Request Email History from the Request Summary page.
- Click the subject of the email sent to the third party to view the details.
- Click the link that was provided to the third party.
- This will redirect you to the third party's dashboard.
- This will redirect you to the third party's dashboard.
- On the third party's dashboard, the following information can be seen:
- The status of the third party's response.
- A red exclamation mark means the response in incomplete.
- A green checkmark means the response is complete.
- The applicant requesting the response.
- The foundation to which the applicant is submitting an application.
- The process to which the request is associated.
- The date the applicant sent the request to the third party.
- If the third party is assigned several requests, click the column headers to sort.
- The status of the third party's response.
- Since this is not a true proxy, you will need sign out of the third party's dashboard and then log back in to your site once you have finished viewing the dashboard.
Example Third Party Instructions
Example third party instructions, including an example email for applicants, submission instructions, and a failure message are provided to copy and paste. Replace the underlined portions with your relevant foundation information.
Example Email for Applicants
Consider providing example email content for the applicant to copy and paste to ensure they properly communicate their request.
- Copy and paste the below message into the email to your chosen recommender.
Dear _____,
I am applying for a scholarship from the Scholarship Foundation. I am writing to ask you to please submit a letter of recommendation or answer the recommendation questions on my behalf.
The deadline for submitting is XX/XX/XXXX.
You will be receiving a separate email with a link to the recommendation form on my application.
Questions? Contact the Scholarship Foundation.
Sincerely,
Foundation Name
Submission Instructions
STOP! Read this before you click submit.
Just a reminder that this has been the general application. Once you sign below and click Submit, you will receive a confirmation page with a list of scholarship opportunities for which you are eligible and the opportunities which will ask for supplemental information.
- Click Continue and then click on each listed scholarship opportunity to view the requested Letters of Reference, write essays, or submit other required information.
- Click Save to save answers to leave and return back to the application.
- Click Submit when the information for the scholarship has been completed.
- Not all scholarships will have a supplemental section.
- Click Submit at the bottom of each supplemental page for the individual scholarship application to complete them.
- If the dashboard only has the name of the Universal Application and no other related scholarships beneath it, you are not eligible for any scholarships at that foundation at this time.
- If you feel you should be eligible for any given scholarship opportunity after reading our criteria found on the Foundation's website, call the Foundation at XXX-XXX-XXXX. Thank you for your time and interest in applying to the X Scholarship Foundation!
Failure Message
You do not qualify for any scholarships within this universal application. If you think you reached this message in error, please reach out to XXX.