To add an application to a list

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The procedure to add an application to a list is as follows:

  1. Using the global search facility, type in the first few characters of the application contact 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Contact Details. The Contact Details window is displayed for the current contact.
  4. Click on Application. The Application tab is activated, revealing a list of all enquiries and applications associated with the contact in the Application summary table.
  5. Double-click on the row containing the specific application to be included on an allocation list. The Application Reference window is displayed.
  6. Click on Lists. The Lists tab is activated.
  7. Click on New List. The New List window is displayed.
  8. Using the Select List drop-down field, select the desired list onto which the application will be added.
  9. Choose an Effective from date for this linked list i.e. the date on which the application's inclusion on the list came into effect 2.
  10. Choose an Effective to date if the application's inclusion on the list is to be reviewed on a specific date or to capture a change of circumstances; a blank field means it's inclusion will be continually valid.
  11. Where the upper threshold of the bedroom need calculation is to be fixed manually for this application, activate the Override overcrowding tick box provided and enter the desired value into the corresponding Overcrowding field. The Up and Down arrows are available to increment or decrement the value, as required.
  12. Click on Confirm. The assigned list is displayed in the List Membership summary table.
  13. Click on Save.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Applications list management overview

To update the list membership of an application

To view historical priorities for an application list

Using the search facility