Act on several Applications at once
From the live Applications list you can act on many Applications in one go. You need the User role or above.
Select Applications
- Tick the square at the start of a row to select it. Tick it again to deselect it.
- Select all N results selects every Application your search and filters find, on every page.
- Deselect all clears your selection.
Your selection stays as you move between pages and change filters, until you clear it. The count shows how many are selected, such as "12 results selected."
On a phone, open Actions to see these buttons and With selected....
Tip. Before a bulk action, check the selected count. If it is higher than you expect, select Deselect all and select again.
What With selected... offers
Open With selected... above the table. Some actions only work after you narrow the list.
| Action | When it is available | What happens |
|---|---|---|
| Status dropdown | After you choose an Opportunity type | You confirm the change in "Confirm Status Change". See below. |
| Assigned To dropdown | Always | Choose a user, then Save in "Confirm Supervisor Assign". |
| Change labels | Always | Tick or untick labels, then Save. A part-ticked box means some selected Applications have that label. |
| Send Profiles | After you choose an Opportunity | See Send several applicant profiles at once. |
| LRS lookup | After you filter by LRS status of No match, No response or No status | Looks the applicants up again in the Learning Records Service (LRS). See What do the coloured LRS labels mean? |
| Accept LRS | After you filter by LRS status of Potential match | See Deal with a potential LRS match. |
| Reassign | After you choose an Opportunity type | See Move an Application to another Opportunity. |
| Export to PDF | Always | Downloads a zip file with a PDF of each Application. |
| Archive | Always | See Archive and restore Applications. |
| Delete selected | The enrola team only | See below. |
A greyed-out action shows a ? beside it where enrola can explain what to do first. Hover over it to read the hint.
Change the status of several Applications
- Choose an Opportunity type. For an Internal interview status, also choose an Opportunity.
- Select the Applications.
- Open With selected... and choose the status in Status.
- In "Confirm Status Change", check the number of records and select Save.
Good to know:
- Applications without a Supervisor are skipped. The window tells you how many: "N records needs an assigned supervisor."
- Statuses that need a window for one Application aren't offered in bulk: More info requested, More info submitted, Ready for enrolment, External Interview and Employer email.
- A status that sends an email sends its template to each applicant as it is. You can't edit it first.
- If any selected Application is at Ready for enrolment, enrola asks for a reason before moving it.
- For an Internal interview status, "Bulk action - invite to interview" asks for Please select the day and time and the Interviewer. Every selected applicant is invited to that slot, and the interviewer gets one email. See Set interview availability and book interviews.
Delete in bulk
Delete selected shows in the menu, but only the enrola team can delete Applications in bulk. To delete one Application, use Delete on its row. To delete many, contact support at support@enrola.co.uk. A safer bulk delete is planned: see Bulk delete with a safety check (coming soon).
Good to know
- After most actions enrola shows "Success" and redraws the list.
- To export the selected Applications to a spreadsheet, use Export to CSV above the list and choose Export selected. See Export a list to CSV and choose its columns.
- Read Only users can't select Applications.