How milestones work
Open a participant and click the Application Progress tab. Milestones appear in columns by status: Draft, Agency Review, Sponsor Review, and Accepted. Click any milestone to review it. For each one you have two options:
Edit — opens the section so you can make changes directly.
Mark Incomplete — flags the section for the candidate to fix; you can leave them a note explaining what to change.
After reviewing, set the milestone status: Draft sends it back to the candidate to update; Accepted approves it.
Two milestones behave differently:
Participant Eligibility Form — only required for Support Staff participants; skip it for regular participants.
Interview Document — must be submitted through the Sponsor portal; participants cannot upload it themselves.
Step 2: Review each milestone
From Application Progress, click a milestone (e.g. Program Preferences) to open it and review the participant's answers.
Step 3: Send a section back to the participant
If something needs fixing: click Mark Incomplete. The participant sees your feedback and a red caution icon on that section.
Change the section status to Draft.
Click Update (note: changing status may affect editing permissions)
Then type your note in Feedback for Candidate and click Save Feedback.
The participant sees your feedback and a red caution icon on that section.
Review Documents: Some milestones contain documents such as photos, documents, etc. Click into the milestone to preview the file. If the document needs to be resubmitted, you can send it back to the candidate with a note explaining what needs to change. (shown in the next couple images)
Click Review - Profile Photo
Click Resubmit
Change the status to Draft, type or comments in the Feedback for Candidate box, and click Save Feedback
References work differently: open the References milestone, click each reference record, review the answers, and set each one individually to Approved or Rejected
Click Reference
Click on the reference to be reviewed
Review the reference and at the end update the status and click Save
Note: All references must be submitted in English
Repeat the same steps for the other remaining milestones. For each one, review the content, leave feedback if needed, and change the status to Draft or Accepted.
Step 5: After the candidate resubmits
Refresh the Application Progress tab - Once the candidate has resubmitted, refresh the Application Progress tab. All updated sections will have moved back to Sponsor Review
Step 6: Respond to sponsor feedback
After the sponsor reviews, any milestone with feedback moves back to the Agency Review column (refresh the page to see updates). Review the sponsor's feedback, make corrections (or send back to the candidate), and move the milestone back to Sponsor Review. Repeat until all milestones are Accepted.