To add a need to an application

The procedure to add a need to an application 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 on which a need will be added. The Application Reference window is displayed.
6. Click on Needs. The Needs tab is activated.
7. Click on New Need. The New Need window is displayed.
8. Using the Match Criteria drop-down field, select an appropriate category for the need e.g. Number of Bedrooms, Floor Level, Local Connection, etc.
9. Using the Value drop-down field, enter the specific need of the applicant. The permitted value type is set in advance and corresponds to the selected need.
10. Where the need is held for reference purposes only i.e. it is not to be used for matching purposes, activate the Exclude tick box provided 2.
11. Using the Applicable Lists drop-down field, multi-select all allocation lists for which this additional need is relevant, or choose the All option, as required 1.
12. Using the Additional priority if matched drop-down field, multi-select those priority weightings that will only be ascribed to the application in the instance where a match is forged with any of the associated lists 3.
13. Choose an Effective from date for this additional need i.e. the date on which it came into effect 4.
14. Choose an Effective to date if the additional need is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the need will be continually valid.
15. Click on Confirm. The new entry is displayed in the Needs summary table.
16. Click on Save.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

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 By way of example, an applicant may be assigned the individual needs of, say, a ground floor property and a lift; when matching to a property with a lift, the ground floor need could logically be excluded.

3 Only those priority weightings classified as Manual will be available for selection.

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

See related topics...

Applications list management overview

To update a need for an application

To add an application to a list

To create a manually assigned points based allocation priority