To add a functional unit to an application type

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The procedure to add a functional unit to an application type is as follows:

  1. Navigate to Quick Menu > Allocations > Configuration > Application Type. The Application Type window is displayed.
  2. Select an application type from the alphabetical list or enter its name into the Search Application Types field. By default the list is filtered to show Current application types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Lists. The Lists tab is activated.
  4. Click on New Functional Unit 2. The Functional Unit Search window is displayed.
  5. Enter sufficient attributes of the desired functional unit into the search fields provided and click on Search. The Functional Unit Search Results window is displayed, returning all possible matches 1.
  6. Activate the Select tick box against the row containing the exact record match or use Refine Search to enter alternative criteria.
  7. Amend the Effective From Date for this linked functional unit i.e. the date on which the link came into effect 3.
  8. Choose an Effective To Date if the link to the functional unit is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will be continually valid.
  9. Click on Confirm. The linked record is displayed in the Functional Units summary table.
  10. Repeat steps 4 through 9 to link additional functional units to the same application type 4.
  11. Click on Save.


Tip

1 To return all functional units in the results subset, simply click on Search without specifying any matching criteria.

Note

1 The Search Application Types field will match against any element of the application type description.

2 Linking an application type to one or more functional units supports the efficient management of applications by a specific officer or team.

3 The Effective From Date defaults to the current system date and cannot be left blank.

4 Multiple rows can be selected simultaneously in the Functional Unit Search Results window, as required, with each being linked to the same effective time period.


See related topics...

Application type maintenance overview

To create a new application type