The Applicants section contains all cases that are not yet published. Most entries appear when a client completes and submits a Public Intake Form. Organizations may also create intakes manually and keep them in this section until they are ready to be published.
This area is primarily used to review and qualify applicants.
- Qualified applicants are moved to Active Cases.
- Disqualified applicants are moved to Archived Cases.
Ways to Add Applicants
1. From a Public Link
Applicants can be added using a public intake link that may be placed on a website or shared through email or text message.
Access Permissions:
Only the default case owners—and if the default case owner is part of a team, then the team members—can view the Applicants tab, assuming they have been granted access.
How to Get the Shareable Link:
Navigate to: Street Admin → Client Intake → Case Admin → Share → Get Shareable Link
2. Manual Applicant Creation
Applicants can also be created manually. Many organizations use this option when supervisors need to review and qualify potential clients before publishing their cases.
Publishing Cases
To publish a case, click on the action icon ("...") next to the applicant's record. Select Publish to move the case from the Applicants section to the Active Cases section.