To submit a completed application form

The procedure to submit a completed application form 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 submitted. The Application Reference window is displayed.
6. Click on Application Form. The Application Form tab is activated, revealing all completed sections contained on the first page of the form.
7. For completeness, using the drop-down page field, step through each successive page on the question form to verify all responses.
8. Click on Submit Application Form 2. The application status is updated to Live Review.

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 Where Generic Form is specified as the delivery method for applicant responses of this type, the generic case classification specified within the Submit application case type field will be automatically triggered, supported by end user notification messaging confirming the assigned reference number.

See related topics...

Applications form management overview

To record contact responses on an application form

To create a new application enquiry for a contact

To create a new application type