Staff Entry of Screening Forms (New)
Clients requested a streamlined method for staff to manually enter screening forms on behalf of Applicants – without triggering the email verification step. This is now possible using a dedicated staff entry URL.
To enter a screening form manually:
- Modify the URL by inserting staff/ before the Campaign ID.
Example:
- Original: https://application.YourDomain.org/screening/701fJ00001yQtIm
- Staff Entry: https://application.YourDomain.org/screening/staff/701fJ00001yQtIm
What's different:
- URL includes /staff to activate staff entry mode
- Email verification is skipped, allowing immediate entry
- Staff entry check box indicates that it was submitted by staff
Fixes
- Corrected temporary maintenance warning in Public House Setup
- Permission Set created for clients collecting Social Security Numbers
- Added Geolocation fields to Income Source records
- Added Geolocation fields to Intake records
- Additional improvements to PH Setup
- Authentication Page is now Login Page
- Application Submission Process was causing automatic submissions for recertification
- Wrap of long titles on Income Badges
- Application Fee processing improvements with Stripe