Derby Homefinder
How To Process a Housing Register Application
To Progress an Application from ‘Pending Enquiries’ to ‘Enquiries Complete’
The status of an application needs to be ‘Active’ in order for the Applicant to use the
website and to make requests for the various property advertisements.
After creating the application, the status is ‘Pending Enquiries’. After receipt of all the
relevant information and investigations required, the status needs to be set to
‘Enquiries Complete’. All enquiries and investigations should be recorded in the
CRM screen. See How to Add a Note and How to Add an Attachment.
The process for other status changes is the same as for enquiries complete. From
the ‘My applications’ exception the following status change can be done.
Enquiries complete
Once investigations are complete, to mark an application as ‘Enquiries Complete’:
1.
Expand the ‘Housing Register’ menu and select (
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Pending applications).
Derby Homefinder
How To Process a Housing Register Application
2.
This will display a list of applications. Select the application that you want to
mark as ‘Enquiries Complete’. This will bring up the application detail screen.
3.
Click on the (
screen will appear:
4.
Click ‘confirm’ to confirm that enquiries are complete.
Enquiries complete) button. The following allocation
Note: At this stage the Applicant cannot bid for properties. The application
must be ‘Active’.
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Derby Homefinder
How To Process a Housing Register Application
To Change an Application from ‘Enquiries Complete’ to ‘Active’
1.
Expand the ‘Housing register’ menu and select (
Awaiting decision).
This will display a list of applications that are awaiting a decision. From here,
you can change the status to:
Applicant eligible
Applicant ineligible
Request reinvestigation
2.
Select the application that you want to mark as ‘Active’. This will bring up the
application detail screen.
3.
Click on the (
screen will appear:
Applicant eligible) button on the toolbar. The following
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Derby Homefinder
How To Process a Housing Register Application
4.
Click ‘Confirm’ to confirm that the application is Active.
Note: The Application will now be ‘Active’ and the Applicant can bid for
properties.
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Derby Homefinder
How To Process a Housing Register Application
To Change an Application to ‘Ineligible’
1.
Expand the ‘Housing register’ menu and select (
Awaiting decision).
This will display a list of applications that are awaiting a decision.
2.
Select the application that you want to mark as ‘Ineligible’. This will bring up
the application detail screen.
3.
Click on the (
Applicant Ineligible) button on the toolbar. The following
screen will appear:
[Insert screen shot]
4.
Click ‘Confirm’ to confirm that the application is Ineligible. The status will be
changed to ‘Suspended’. See ‘Suspended Applications’.
Note: The Applicant will not be able to bid for properties.
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Derby Homefinder
How To Process a Housing Register Application
To Change an Application to ‘Request Re-investigation’
1.
Expand the ‘Housing register’ menu and select (
Awaiting decision).
This will display a list of applications that are awaiting a decision.
2.
Select the application that you want to mark as ‘Request Re-investigation’.
This will bring up the application detail screen.
3.
Click on the (
Request reinvestigation) button on the toolbar. The
following screen will appear:
[Insert screen shot]
4.
Click ‘Confirm’ to confirm that the application is under reinvestigation. The
status will be changed to ‘Request Reinvestigation’.
5.
The following screen will be displayed, requesting the Administrator User
Name, who will be performing the re-investigation. [Insert screen shot]
6.
Once the re-investigation flagging has been confirmed, the application status
will return to ‘Pending Enquiries’, which also prohibits the household from
bidding on properties.
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Derby Homefinder
How To Process a Housing Register Application
7.
This application will now appear in the nominated administration user’s ‘My
Applications’ menu option listing screen, see above for how to progress the
application.
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