To add a notification to an application review type

The procedure to add a notification to an application review type is as follows:

1. Navigate to Quick Menu > Allocations > Configuration >  Allocation Review Type. The Allocation Review Type window is displayed.
2. Select a review type from the alphabetical list or enter its name into the Search Review Types field. By default the list is filtered to show Current application review types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
3. Click on New Notification. The Communication Search window is displayed.
4. Enter sufficient attributes of the desired communication definition into the search fields provided and click on Search. The Communication Search Result window is displayed, returning all possible matches 1.
5. Activate the Select tick box against the row containing the exact record match or use Refine Search to enter alternative criteria.
6. Click on Next. The Review Notification window is displayed.
7. Using the Order field, enter a numeric value to control the sequence in which the review notification is processed 2. The Up and Down arrows are available to increment or decrement the value, as required.
8. Enter a Notification Name into the field provided 3.
9. Using the Set Application Status To field, select an appropriate parameter value to define the assigned status for the application upon generation of the notification e.g. Allocated, Awaiting Verification, Cancelled, Deferred, Suspended, etc.
10. Using the Application Status Reason drop-down field, select a parameter value to qualify the circumstances surrounding the status progression change 4.
11. Where Suspended is the nominated status, use the Suspension type drop-down field to specify the classification of suspension e.g. Default on Arrears Payment.
12. Enter the Next Action Frequency into the field provided i.e. the duration counter to elapse before the next application action is triggered, and select the Next Action Unit in the adjacent field e.g. days, weeks, months, etc.
13. Choose an Effective from date for this linked review notification i.e. the date on which the link came into effect 5.
14. Choose an Effective to date if the notification link is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will be continually valid.
15. Optionally, click on Amend Communication to choose an alternative communication to the one originally selected.
16. Click on Confirm. The review notification is displayed in the summary table.
17. Repeat steps 3 through 16 to add further review notifications, ensuring that the desired order sequence is upheld.
18. Click on Save.

Tip

1 To return all communication definitions in the results subset, simply click on Search without specifying any matching criteria.

Note

1 The Search Review Types field will match against any element of the review type description.

2 Each review notification must be assigned a unique and chronological order sequence number.

3 System validation rules ensure that the description entered for each new review notification is unique for the effective period.

4 These custom values can be populated by the end user via the system parameter entitled Application Status Change Reasons.

5 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Application review maintenance overview

To create a new application review type

To define a general lookup parameter value