Created:  09/06/2012

How to Add an Action Item

Applicant Master

Go to Maintain>>Applicants (Active)

• Select the Application For code

• Enter the Last Name and select the applicant

• • Verify that the correct applicant has been selected

  • If the Applicant's file is "Read Only", go to Quick Link>>Unlock Applicant File to get into "Edit Mode"

• Open the Actions tab

• Click the Add Action Item button

• Select an Action Code

• Enter a Modified Description, if desired

• • Modified Descriptions are displayed in the Comment field in the Action grid

• Change the Effective Date to match the DATE OF THE ACTION

• Enter the Effective Time of the Action, if applicable

• Checkmark one or more of the displayed Waiting Lists that this Action applies to or press the Select All button if the action should be applied to all of the Waiting Lists

• • Note:  A separate Action Item line will be added in the grid for each check marked Waiting List

• Click the Save button - the Add a Applicant Action Item program will close and one or more Action lines will be added in the grid

• Please review and verify that the Action Item is correct

• Open the Main tab

• Review the Action information in the Waiting List grid at the bottom of the view

• • Verify the Status

  • Verify the Bedroom Size (BR)

  • Verify the Status Date

  • Verify the CStatus

• Save

• Close the Applicant Master or continue working