To create a new application review type

The procedure to create a new application review type is as follows:

Navigate to Quick Menu > Allocations > Configuration > Allocation Review Type. The Allocation Review Type window is displayed.
Click on New Review Type. All fields are activated ready for data entry.
Enter a Review name into the field provided e.g. Annual Anniversary, Offer Refusal Tracking, etc. 1.
Using the Case type drop-down field, select the classification of generic case to be launched in support of the review process, as appropriate.
Choose an Effective from date for this review type i.e. the date on which it came into effect 1.
Choose an Effective to date if the review type is to be reassessed on a specific date or to capture a change of circumstances; a blank field means the review type will be continually valid.
Multi-select the remaining attributes pertinent to this application review type using the tick boxes provided; an explanation of each option is summarised in the table below.
Click on Save. The new record appears in the alphabetical list 2.

Tip

1 To aid in identification and extended searching opportunities, it is good practice to devise and uphold a consistent naming convention for all review types.

Note

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

2 To amend the details of an existing review type, select an entry from the alphabetical list (or enter its name into the Search Review Types field) and repeat steps 4 through 8. By default the list is filtered to show Current review types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.

Review Type Attribute	Description
Periodic Review	Indicates that the review will be a recurring process, with the additional Calculate first review from, Frequency period and Frequency period unit fields supporting the end user in defining its commencement date and cyclical structure.
Triggered by Status	Indicates that a review will be automatically launched based on the progression point of an application, with the additional Status and Days at status fields defining the elapsed time duration at a particular milestone before a review is warranted.
Conditional	Supports the definition of one or more conditions that must be satisfied before a review is triggered - click on Statement Builder to compile the logical expressions using application entities or related components, with the resulting statement captured in the Rules field. This requisite step mirrors functionality covered separately in the topic Understanding the advanced statement builder. Alternatively, where a bespoke SQL stored procedure has been created to control the review process, enter its name into the Stored procedure field.
Available for Manual Creation	Indicates that the review process can be initiated manually.
Do Not Duplicate	Prevents a new review from being launched whilst an existing record is set to the progression status of Live. Where an existing review is Pending, the end user has the opportunity to replace that record with the next iteration.
Do Not Repeat	Prevents a further review from being launched when the same trigger point is reached.

See related topics...

Application review maintenance overview

To add a notification to an application review type