FAQs: Review and Approve Provider Applications

See Create a Provider Application and Configure Your Application Workflow set up your in LearnPlatform.

As an administrator, it is important to know if the provider received, or has completed, the provider application that your organization sent out.

This information is visible in the Management tab > Provider Applications section in LearnPlatform. From this view, you can see all submitted applications. Choose to sort the applications by status if there are multiple applications created. 

Organizational and Product Management Administrators are notified via email when a provider submits the application. 

Provider Management dashboard

Did the provider receive the application?

View the application status from the Invitees section of the Application Creation Process (Step 2 of Provider Application). There are 3 statuses associated with this process:

  • Invitation Sent - the application has been sent to the provider.
  • Pending - the application is in progress, however, it might not have been received by the provider. If a contact from the provider has claimed their company page in LearnPlatform, that contact will receive an email notification. To better understand how providers access LearnPlatform, refer to Claim a Company Page.
  • Created - the provider has begun completing the application. A draft of the application in their account has not yet been submitted.

TIP: To increase the likelihood of a provider responding to your application and claiming their page, include a special contact email when inviting applicants.

How can I get the provider to complete an application?

A good way to encourage your provider to respond is by sending a reminder. In the Invitees section (Step 2 of Provider Application), scroll down to the application status, then hover on the right-hand side of the status to find the Send Reminder button. A reminder will be sent to the provider's email.

Currently, only one reminder can be sent per provider per application. You can send multiple by deleting the invitation and re-inviting the vendor.
Check the application and invitation expiration dates. If the application windows have expired, extend the dates and then send out the reminders. You will only be able to send an application reminder if the application and invitations are active.

Is the application completed or is it in the process of being completed?

View submitted applications from the Provider Management tab. When the provider has completed an application, the Application Status will change to Submitted. To view the completed application, navigate to the Provider Management tab > Applicants > Applicant.

How do I print or save completed and accepted applications?

When a provider has completed an application, you can print the completed form. Common uses are filing completed agreements within the archive or system of record or Save to PDF and attaching it to the product as an asset for sharing with educators or parents. 

Steps to print or save a completed application: 

  1. As an administrator, navigate to Management > Provider Applications and view the responses

  1. Select the response that you are interested in printing

  1. Select the Print button (or Crtl+P or Command+P)
  1. Your browser’s printing dialog will pop up. Select the print option and save as a PDF.  
  1. Your application is now saved as PDF. The next step is to associate the application to the EdTech product in your district library. Refer to Managing Product Resources for more information.

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