In addition to identifying contact-specific responses that will be corroborated as part of the allocations submission process, the Verifications tile linked to the Application Type definition window allows default items to be ascribed at application level, and therefore inserted automatically during initial compilation.
The procedure to define the default verification items for an application type is as follows:
- Navigate to Quick Menu > Allocations > Configuration > Application Type. The Application Type window is displayed.
- 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.
- Click on Verification. The Verification tab is activated.
- Click on New Verification Item. The Default Verification Item window is displayed.
- Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this default verification item, or choose the All option, as required
1.
- Using the Verification type drop-down field, select the desired parameter value to define the scope of the data submission check 2.
- Using the Applies to drop-down field, select the cohort of applicants to whom the default verification item should be applied i.e. All Application Contacts, Application, Main Applicant or Responsible Contacts.
- Where completion of the verification check is Mandatory, activate the corresponding tick box provided.
- Choose an Effective from date for this verification item i.e. the date on which it came into effect for the application type 3.
- Choose an Effective to date if the verification item's relevance to the application type is to be reviewed on a specific date, or to capture a change of circumstances; a blank field means the verification requirement will be continually valid.
- Click on Confirm. The new entry is displayed in the Default Verification Items summary table.
- Repeat steps 4 through 11 to add further verification items to the application type.
- Click on Save.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.
Note
1 The Search Application Types field will match against any element of the application type description.
2 These custom values can be populated by the end user via the system parameter entitled Application Verification Types.
3 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
Application type maintenance overview
To create a new application type
To define a general lookup parameter value
