On Request Services

The Applications page provides a tab for “On request services” applications, which are for on-demand educational services.

Accessing Applications

To access Applications, click “Applications” in the main navigation menu and select the “On request services” tab.

Page Features

SHOW FILTERS: Button to expand filtering options for the applications
Filter Controls: Additional filtering options available when expanded

Search

Search Bar: Text input with magnifying glass icon to search through your applications

Table Columns

Each application is displayed with comprehensive information:

#ID: Unique identifier for each application
STATUS: Current state of the application with color-coded labels:
- ACCEPTED: Green label indicating the application has been approved
- PROCESSING: Purple label indicating the application is currently being processed
- DRAFT: Gray label indicating the application is saved but not yet submitted
- NEW: Blue label indicating the application has been submitted
SERVICE: Type of service being requested
DATE CREATED: Date and time when the application was initially created
SUBMITTED AT: Date and time when the application was submitted (may be empty for DRAFT status)
ACTIONS: Three dots providing access to application management options

Application Actions

View: View detailed application information
Add attendees: Add participants to the application
Edit: Modify application details
Delete: Remove the application

View Application

To view detailed information for a specific application:

Click the actions menu (three dots) next to any application in the Applications list
Select “View” from the dropdown menu
You will be taken to the View Application page displaying all relevant details

Application Overview

The View Application page displays comprehensive information about the selected application:

Application ID: Unique identifier for the application
Status: Current state of the application
Date created: Date and time when the application was initially created
Submitted at: Date and time when the application was submitted

Customer Information

Customer Account Details

Organization: Name and ID of the customer organization
Address: Physical address of the organization including street, postal code, city, and country
Phone: Organization’s phone number
Website: Organization’s website URL
Email: Organization’s general email address

Customer Admin Details

First name: First name of the customer administrator
Last name: Last name of the customer administrator
Email: Email address of the customer administrator

Service Information

Step 1: Select Service

Service name: Name of the selected service for the application

Step 2: Options

Spoken Language: Language used for communication during the service
Mentor: Assigned mentor with name and email address
Level, Year, Group, Program: Educational level information
Physical Study Guidance: Checkbox indicating if the application concerns physical study guidance

Step 3: Subject and Objectives

Subject: Subject area for the service
Subject Area: Specific area within the subject
Objectives: Number or description of learning objectives

Step 4: Time

Time Zone: Time zone for scheduling
Start date: Start date of the service period
End date: End date of the service period
Lessons in Weekday: Schedule showing day of week and time range for lessons
Total number of lessons (sessions): Total count of scheduled lessons
Total billable hours: Total hours to be billed
Hourly price: Price per hour in the specified currency
Total amount: Total cost for the service
Selected billing account: Billing account associated with the application

Attendees

The attendees section displays all individuals associated with the application:

Total attendees: Count of all attendees listed

Attendees Table

#: Row number
FIRST NAME: First name of the attendee
LAST NAME: Last name of the attendee
EMAIL: Email address of the attendee
PARTICIPATES: Checkbox indicating whether the attendee is participating

Uploaded Documents

The uploaded documents section displays all files associated with the application:

Total documents: Count of all uploaded documents

Documents Table

#: Row number
NAME: Name of the document file
FILE SIZE: Size of the file
UPLOADED AT: Date and time when the document was uploaded
DOWNLOAD: Icon to download the file

Notes

The notes section displays any additional notes or comments related to the application. If no notes have been added, it will display “No notes have been added.”

Page Actions

CANCEL: Button to close the View Application page and return to the Applications list

Managing On Request Services Applications

Applications can only be edited or deleted when their status is “DRAFT”. Once an application has been submitted, the Edit and Delete options will no longer be available.

Editing Applications

Click the actions menu (three dots) next to any application with “DRAFT” status
Select “Edit” from the dropdown menu
Modify application details as needed
Save your changes

Deleting Applications

Click the actions menu (three dots) next to an application with “DRAFT” status
Select “Delete” from the dropdown menu
Confirm the deletion

Adding Attendees

Attendees can be added when the application status is “ACCEPTED”. Once an attendee is added to an accepted application, they cannot be removed afterwards.

To add attendees to an accepted application:

Click the actions menu (three dots) next to an application with “ACCEPTED” status
Select “Add attendees” from the dropdown menu
A warning modal dialog will appear first, displaying the message: “The application is accepted. If you confirm the attendee will be added without possibility to be removed afterwards.”
Review the warning message carefully
Click “CONTINUE” to proceed to the attendee form, or “CLOSE” to cancel
If you clicked “CONTINUE”, the “Add attendee” form will open
Enter the attendee’s email address in the Email field (this field is required)
Click “ADD” to add the attendee, or “CLOSE” to cancel

Important Notes:

Once you confirm adding an attendee to an accepted application, the action cannot be undone