To suspend an application

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The procedure to suspend an application is as follows:

  1. Using the global search facility, type in the first few characters of the application contact name 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 1.
  5. Double-click on the row containing the specific application to be suspended. The Application Reference window is displayed.
  6. Click on Suspensions and Appeals. The Suspensions and Appeals tab is activated.
  7. Click on New Suspension. The New Suspension window is displayed.
  8. Using the Suspension type drop-down field, select a parameter value to categorise the decision to suspend an application e.g. Default on Arrears Payment.
  9. Use the Details field to add contextual information describing the nature of the suspension; the expansion arrow () can be employed to increase the size of the text entry field.
  10. Enter the Start date using the calendar icon (), or type in the value directly i.e. the date on which the suspension period commences 2.
  11. Enter the End date using the calendar icon (), or type in the value directly i.e. the date on which the defined suspension period comes to an end.
  12. Click on Save 3. The new record is displayed in the Suspensions summary table and the application status is updated to Suspended.


Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

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 permitted date entry format is DD/MM/YY or DD/MM/YYYY.

3 The selected Suspension type will determine the Generic Case classification to be automatically triggered in support of the defined suspension.


See related topics...

Applications outcome management overview

To create a new allocations suspension type