To update the outcome of an application review

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The procedure to update the outcome of an application review 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 against which a formal review has been conducted. The Application Reference window is displayed.
  6. Click on Reviews. The Reviews tab is activated, revealing all formal reviews conducted on the application in the Review Details summary table.
  7. Double-click on the row containing the specific review to be updated 2. The Update Review window is displayed.
  8. Choose a Review End Date for this review using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the review for this application was completed.
  9. Using the Outcome drop-down field, select an appropriate parameter value to categorise the result of the formal review.
  10. Using the Reason drop-down field, select an appropriate parameter value to qualify the outcome of the formal review.
  11. Click on Confirm 3. The applied changes are reflected in the Review Details summary table 4.
  12. 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 Only reviews that have not already been completed can be updated i.e. the Review End Date is not populated.

3 The Updated By and Updated Date fields are automatically populated with the name of the end user applying the results of the formal review and current system date respectively.

4 The status of the formal review is set to Complete.


See related topics...

Applications outcome management overview

To view the allocation matches for an application

To view the offers against an application