To remove a contact from an application

When a new application is first created, any number of applicants linked to the selected group can be included on the form. Contacts that are no longer part of the application can be removed from the form to reflect only those applicants being considered for the resource and from whom relevant responses will be sought.

The procedure to remove a contact from 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 to be completed. The Application Reference window is displayed.
6. Click on Application Form. The Application Form tab is activated, revealing all sections contained on the first page, specifically the group section heading holding the core contact records.
7. Highlight the specific contact record to be removed from the application form.
8. Click on Remove 2. The Remove Contact window is displayed, revealing the name of the selected contact and an Effective from date set at the current system date 3.
9. Choose an Effective to date if the removal of the applicant is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the form change will be continually valid.
10. Using the Reason drop-down field, select a parameter value to qualify the circumstances surrounding the removal of the contact from the application.
11. Click on Confirm. The end user is asked to affirm that the contact and all related question responses will be removed from the application form.
12. Click on Save 4.

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 All application forms, irrespective of the associated resource type, employ contact-specific sections and associated system fields, by default, these are positioned at the top of the form, underneath the relevant group section heading i.e. starting on the first page.

3 The removal of a contact can only be date stamped with the current system date.

4 This step only validates the data entered against each completed question or applicant-related amendment; the end user can therefore apply and save different section or sub-section changes over any period, at their discretion, until the form is complete. All applied changes are date stamped to maintain a historical snap shot of the form at any point in time.

See related topics...

Applications form management overview

To add an additional contact to an application

To record contact responses on an application form

To create a new application enquiry for a contact

To create a new application type