The procedure to view the application journey in graphical form 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 to be viewed. The Application Reference window is displayed, revealing the status progression summary for all application events in graphical form.
- Use the Expand Timeline (
) and Contract Timeline (
) icons to control the scale of the chart; use the Left (
) and Right (
) scrolling arrows to navigate between adjacent events along the timeline.
- Alternatively, click on Switch View. The timeline for all application events is displayed as a chronological list 2.
- Click on Close.
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 To return to the default view, with all application events displayed in graphical form, click on Switch View a second time.
See related topics...
Applications progression management overview
To view the verification stages of an application
