Documents (whether physical or digital) submitted by the applicant are processed according to internal policies and procedures and are compared against your organization’s document requirements.
- Create an applicant file, or process and update an applicant file submitted through your organization’s application platform, using:
- a paper-based process; and/or
- a digital process.
- Store and process all documents received, including both digital documents and digitized copies of physical documents (if applicable), according to your organization’s records and information-management policy, as well as any applicable legislation on personal information protection and privacy.
- Compare the application package received against your organization’s document requirements:
- check submitted documents, through an initial quick screening, for acceptable format, quality, and mode of document delivery;
- identify missing documents as well as any reason why the package is incomplete (if applicable).
- Confirm, by checking acceptable identification such as valid government-issued ID and official proof of name change (if applicable), the applicant’s essential demographic information, such as:
- name;
- date of birth;
- country of birth;
- address.
- Compare the submitted documents against information in the applicant file for any inconsistency, such as:
- name change;
- missing documents.
- Record any new information that may lead to an update of your organization’s document requirements.
- Update the status of the application and inform the applicant that the application package has been received.
In the process, maintain and update your organization’s information for prospective applicants to:
- provide clear, current, accurate, publicly accessible, and inclusive information about the assessment process, such as:
- types of assessments and application fees;
- a list of required documents;
- acceptable modes of document delivery;
- the time needed to process an application;
- the appeal process;
- customize information by the issuing country and/or type of assessment (if applicable), such as:
- names of academic credentials, both current and historical, commonly used in issuing countries;
- special requirements for some countries, educational institutions, or programs;
- documents required for some types of assessments but not for others;
- respond to inquiries about the application process;
- examine, for possible acceptance, new formats of academic documents and modes of delivery or transmission (e.g., due to technological advances), such as:
- digitized documents or digital data, sent from verified official email accounts or shared through trusted secure transmission channels;
- digital credential wallets;
- authorized and trusted document-issuing services other than educational institutions;
- trusted document exchange and verification platforms.