To approve an offer to a selected applicant on a match list

The procedure to approve an offer to a selected applicant on a match list is as follows:

Prerequisite procedural steps are covered separately in the topic To generate a match list for a resource. Refer to these before proceeding to step 2 1.
Click on Offers. The Offers tab is activated, revealing all offers on the property in the Offer History summary table.
Highlight a row matching the offer for which approval is required; the progression stage of the offer is displayed underneath the Offer Status column heading.
Click on Manage Offer. The Manage Offer window is displayed, revealing the Approvals summary table containing all associated applicant offers where approval is required.
Double-click on a specific offer requiring approval. The Offer Approval window is displayed.
Using the Outcome drop-down field, select an appropriate parameter value to confirm the approval ruling i.e. Approved or Rejected.
Using the Reason drop-down field, select a parameter value to qualify the circumstances surrounding the approval ruling 2.
Enter the Decision date using the calendar icon (), or type in the value directly i.e. the date on which the approval ruling was processed 3.
Use the Notes field to add contextual information qualifying the decisions leading to the approval ruling; the expansion arrow () can be employed to increase the size of the text entry field.
Click on Save. The decision details are reflected in the Approvals summary table 4.

Note

1 Located within the Allocations navigation heading, Live Offers are also directly accessible through the Home tile of the same name.

2 These custom values can be populated by the end user via the system parameter entitled Allocation Offer Approval Reasons.

3 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.

4 The Decision by field is automatically populated with the name of the end user processing the approval ruling.

See related topics...