Searching for Applicants in the UAP

Overview

You can search for applicants who have both indicated that they have attended your college or university and agreed to release their information to advisors. Additionally, using the UAP, each CAS can decide:

• Whether they choose to share decisions,
• Whether they choose to share school (organization) names, and
• At what point in the cycle these items are available, if sharing.

For example, a CAS may decide to share school names at all times, but only share Decision Codes toward the end of a cycle. You'll want to keep this in mind as you review and filter applicants.

Searching for Applicants

1. Using the Menu Bar, open the Applicants panel, then click Search.
2. If filters are hidden, click Show Filters to display them.
3. Enter your criteria. In some drop-downs, you can search by Any Value and None.
   • Note that each CAS determines which data points are available to advisors, so your searchable fields may vary. If available to you, the following fields correspond with data on the Applicant Details page:
     • Last Name, First Name, CAS ID, and Application Last Changed On fields correspond with data in the Applicant Header.
     • State/Province, Email Address, State of Legal Residence, and Preferred Phone Number fields correspond with data in the Contact Information panel, Current Address subpanel.
     • Organization, Applicant Specific Deadline, Start Term, Application Status, Academic Update Status, Decision Code, Designation Submitted Date, and Designation fields correspond with data in the Designation panel.
4. Click Search to view applicants or Reset Criteria to clear your filters.

Viewing and Sorting Search Results

Only applicants you have permission to view will appear in your search results. Once your search results appear, you can:

• Click Sort Results to sort your results by name, email address, or ID number.
• Click on your desired applicant's name to view their Applicant Details page.

​​​​​Applying Search Actions to Selected Applicants

If desired, you can save the filters you selected as a list (accessible via the List Manager). To do so, use the checkboxes in the first column of your search results to select multiple applicants, and then select Save Search Results as List from the drop-down.