The procedure to update the status of a contact application is as follows:
- Using the global search facility, type in the first few characters of the application contact
1.
- 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 (
).
- Click on Contact Details. The Contact Details window is displayed for the current contact.
- 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.
- Double-click on the row containing the specific application requiring a change of status. The Application Reference window is displayed, revealing all events recorded for the application in graphical form; click on Switch View, as required, to display the events as a chronological list.
- Click on New Status. The New Status window is displayed, revealing the Current Status for the application.
- Using the New Status drop-down field, select the status to which the application will be transferred.
- Using the Reason drop-down field, select a parameter value to qualify the circumstances surrounding the status change 2.
- Choose an Effective from date for this status change i.e. the date on which it came into effect 3.
- Choose an Effective to date if this status change is only relevant up to a specific date.
- Click on Save. The new status event is displayed in the Application Events summary table (and graphical timeline) 4.
- 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 A reason is only required in the instance where the application status is set to 'deferred'.
3 The Effective from date defaults to the current system date and cannot be left blank; a date preceding that of the current status is not permitted.
4 Switching between the two alternative display modes will reveal the change of status in the corresponding format.
See related topics...
Applications progression management overview
To update the verification stage of an application
