We regularly enhance the adviser portal to improve your experience – we let your UCAS registered centre correspondent know when improvements are available through our monthly newsletters and share our exciting developments on the adviser news page.
Using 'application management'
‘Application management’ is where you:
- view applications
- view, add, and edit references and predicted grades
- delete and undelete applications
- approve references and applications
- send applications to UCAS
- download applications (individually or in bulk)
- email individuals or groups of applicants
The permissions you've been set by your school, college or centre may restrict your access and ability to carry out individual actions.
Once your students have registered, you can view individual applications at any stage (including starting the reference). You don't have to wait until completion.
Downloading application data
You can download the information on your ‘Application list’, in any view, to create an Excel spreadsheet containing real-time data. Use the filters to select the relevant information you wish to download (for example by group, application deadline or different application statuses).
If you want to download data on all your applicants, make sure all filters are removed and any quick filters are unchecked before downloading. This download gives you an overview of your cohort’s application progress.
You can also download your student applications in bulk in a PDF format from ‘Application management’. Applicants can be downloaded by group (using filtering function) or the whole cohort. We'll email you when the file is ready to download – it can take up to 15 minutes to process depending on the size of the file.
Viewing individual applications
Click on a student’s name in the applications list to view their application details.
You can review the whole application or just choose to view individual sections such as education, personal statement or reference.
Top tip
Use the adviser notes to set yourself reminders or share information with colleagues – for example, if you've emailed an applicant or returned the application to them for changes to be made. If you're leaving notes for other staff members, it could be useful to put a date or initials next to it. These notes aren’t shared with the applicant, unless requested under the Data Protection Act 2018. They are not visible to universities or colleges.
For more information see our online training focused on Managing your applications pre-submission.
Emailing applicants
There is functionality in the adviser portal for you to email students directly. You can email an individual, a group or your entire cohort. From the current ‘Application list’ select the applicants you wish to email, then choose ‘Select an action’ and ‘Send email’.
Once you've entered the required text you can ‘Send message’ to the selected students. The email will BCC the applicants in, so they will not see who else you have emailed.