On request services
On-request service applications for services you administer. Review submissions, edit processing applications, invite and confirm Professionals, and move applications through their lifecycle.
Applications
The Applications area is where you, as a Service administrator, process applications submitted for the services you administer: on-request services, scheduled course instances, and ongoing courses.
Applications appears under the CUSTOMERS section in the sidebar. You only see applications linked to your services.
Accessing Applications
- Sign in with a Service administrator account.
- In the left sidebar, open the CUSTOMERS section.
- Click Applications.
The page title is Applications. Three areas share the same heading and are reached from the tab bar on the platform (documented here as submenu pages):
| Submenu | Purpose |
|---|---|
| On request services | Review, edit, and assign professionals to on-request applications |
| Scheduled services (courses) | Approve or reject scheduled course applications |
| Ongoing courses | Process ongoing course applications for your courses |
Use the tab bar below the Applications heading in the platform to switch between them. Each submenu page documents its own filters, columns, and actions.
Related documentation
- Services — manage the services applications belong to
- Courses — course instances for scheduled and ongoing applications
- Follow ups — discussion threads on your service applications
- Attendance — attendance for approved course applications
Scheduled services (courses)
Scheduled course applications for course instances that belong to your services. Review pending submissions and approve, reject, or edit applications as needed.
Ongoing courses
Ongoing course applications for courses in your services. Monitor drafts and submitted applications, follow Professionals resolving attendees, and process accept or reject decisions.