Working with Tabs in Application Detail

Attributes:

This tab is a series of checkboxes created by your Admin staff which may be used for paperwork received, actions taken, or other descriptive information associated with this Application. Simply check the appropriate box.

The Custom Fields may be used to create dropdown menus/multi select menus, date fields, number fields, checkboxes or text fields as needed by the department. Select the appropriate boxes as required by your department.

Contact Info:

Primary contact information entered in the Individual Detail will appear here as well as any additional contact information enter or at the Individual level. You may also enter additional contact information:

Select Add Contact Info.

Enter Phone #, Email address, Reference Name and Select Type of contact.

Select Save.

To edit any Contact info, simply double click on the appropriate row.

Family Notes:

Notes associated with anyone in the Family which have been entered at the Individual level will appear here.

Notes:

Notes entered at the Individual level associated with

this Applicant as well as Notes entered in this Application will appear here. To Enter a Note:

Select Add Note.

Select the Type, Related Program, Status and Assigned to from the dropdowns.

Enter appropriate date(s) and time(s).

Enter Note text.

Select Save, Note is saved and will appear in the Notes List.

Payments:

Payments entered here or in other areas of the system will appear here. To enter a payment, please refer to the Creating a Payment page.

Payments by Household:

When the checkbox Payment Applies to Family is selecting in the Payment Record, those payments will appear here.

Program Suspension:

The list of all Program Suspensions associated with this Individual/Application will appear here. To enter a Program Suspension:

Select Add Program Suspension.

Select Program from dropdown.

Enter appropriate Effective and End dates.

Enter any necessary text in the Notes area.

Select Save, the Suspension will be saved and will appear in the list.

If there is an attempt to make a Payment when an active Suspension exists, the following message will appear in the payment record:

*This Individual is currently suspended from using this Program.

Laserfiche

If your department has purchased Laserfiche, any documents scanned into Laserfiche associated with this Application/Individual will appear here.

History

The History tab shows activity (determined by your Admin staff) with this Application, by date, time and user.