A further stage in the applications cycle may be to list the documents that the applicant must provide for inspection before their application can be progressed.
This list of requirements can be recorded and included in any letters sent to the applicant from the Applications module. Information about any pre-requisites or required documentation can be entered using the Requirements tab.
From the Requirements tab, you can:
Add requirements
To add a requirement:
- Select the required application in the Applications grid.
-
Click the Add Requirement button on the Enquiries and Applications ribbon.
-
Enter the required details in the Requirement Details section.
The fields in the Requirement Details section are described in the following table.
| This field | Holds this information... |
|---|---|
| Requirement Code | The requirement code. Select from the drop-down list. |
| Date Requested | The date the requirement was requested. Click the Calendar button to display the calendar, where you can select the required date. |
| Date Required | The date the requirement must be received by the college. Click the Calendar button to display the calendar, where you can select the required date. |
| Date Received | The date the requirement was received. Click the Calendar button to display the calendar, where you can select the required date. |
| Status Code | The status of the requirement. Select from the drop-down list. |
| Comments | Additional information about the requirement. |
-
Click Save.
The requirement is added and saved in the Requirements grid.
Delete requirements
To delete a requirement:
- Select the required requirement record in the Requirements grid.
-
Click the Delete Requirement button on the Enquiries and Applications ribbon.
The Delete Requirement message is displayed.
-
Click OK to confirm the deletion of the requirement.
The requirement record is deleted.