To update the status of a PCOL application entry

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


The procedure to update the status of a 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 against 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 being processed via the PCOL service, as displayed in the corresponding summary table.
  8. Highlight the specific row matching the PCOL application entry to be updated.
  9. Click on PCOL Claim Status. The PCOL Claim Status window is displayed, summarising the current progression status of all PCOL applications relevant to the account in current focus.
  10. Highlight the specific row matching the PCOL application status to be progressed.
  11. Click on Update Status. The PCOL Status window is displayed, revealing the current progression status assigned to the PCOL application entry.
  12. Using the Status drop-down field, select an appropriate parameter value for the latest status of the PCOL application entry i.e. Ready to process or Cancelled 3.
  13. Enter the Status date using the calendar icon () or type in the value directly i.e. the date on which the status change came into effect; a time may also be specified using the clock icon () 4.
  14. Using the Status reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of progression status.
  15. Use the Status note field to add contextual information in support of the status change.
  16. Click on Save. The PCOL application entry reflects the revised status.


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.

3 Additional parameter values are automatically ascribed by the system as part of the routine PCOL application submission process.

4 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.


See related topics...

PCOL data extract management overview

To submit a new PCOL application entry

To define the user profile

Using the search facility