The procedure to update the verification stage of an 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 on which verifications have been raised. The Application Reference window is displayed.
- Click on Verification. The Verification tab is activated and a list of all verifications raised for the application is displayed in the Application Verification summary table.
- Double-click on the row containing the specific verification item to be updated. The Verify Item window is displayed 2.
- Using the Status drop-down field, select the outcome of the verification process in respect of this item i.e. Verified, Evidence Provided Unsatisfactory, Expired, Not Required.
- Enter the Verification Date 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 verification was conducted.
- Enter the Expiry Date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date beyond which verification must be re-established for this item.
- Using the Proof Type drop-down field, select the parameter value used to denote the method by which verification was confirmed e.g. Driving licence, Passport, Birth certificate, Midwife's MATBI book, etc. 3.
- Use the Notes field to add contextual data in support of the verification procedure; the expansion arrow (
) can be employed to increase the size of the text entry field.
- Optionally, to augment the verification item with a supporting document: (1) Click on Attach Item - the Attach Item window is displayed; (2) Choose how the attachment will be stored and referenced - Application Only, Contact Only or Application and Contact; (3) Click on Next - the Attach Files window is displayed, ready to Select Files from a network location or enter the unique EDM file URL address; (4) Capture the remaining details of the verification document using the Attachment type, Attachment name and Description fields; (5) Click on Save 4.
- Click on Save. The verification item displayed in the Application Verification summary table reflects the applied changes.
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 Verified By field is automatically populated with the name of the end user processing the verification item.
3 These custom values can be populated by the end user via the system parameter entitled Application Verification Proof Types.
4 Repeat this step to append further documents to the verification item record.
See related topics...
Applications progression management overview
To add a verification item to an application
To define a general lookup parameter value
