To submit a new PCOL application entry

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

The procedure to submit a new PCOL application entry is as follows:

1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
4. Double-click on the specific agreement against which a court application has been served on an account. The Agreement Details window is displayed.
5. Click on Accounts. The Accounts tab is activated.
6. Double-click on the specific account on which a court application has been served. The Account Details window is displayed.
7. Click on Court. The Court tab is activated, revealing a list of all court applications served on the account in the Court summary table.
8. Highlight the specific row matching the court application to be submitted via the PCOL service.
9. Click on New PCOL Claim. The PCOL Claim window is displayed.
10. Use the Defendant circumstances field to add contextual information in support of the PCOL application.
11. Use the Recovery steps field to detail all historical actions taken to recover any outstanding arrears payments.
12. Use the Possession reason field to summarise the legitimate grounds for seeking possession of the property.
13. Use the Claimant circumstances field to add contextual information in support of the PCOL application from the housing organisation's perspective.
14. Using the Firm name drop-down field, select the organisation providing legal representation for the PCOL application.
15. Using the Position drop-down field, select the role of the legal representative within the organisation.
16. Enter the electronic signatory details for the PCOL application using the combined Signee status, Signed name and Signed date fields provided.
17. Click on Confirm. The new PCOL application is displayed in the corresponding summary table.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

See related topics...

PCOL data extract management overview

To update the status of a PCOL application entry

To create a new PCOL data extract definition

To define the user profile

Using the search facility