To view the application offers for a services resource

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The procedure to view the application offers for a services resource is as follows:

  1. Navigate to Quick Menu > Allocations > Configuration > Resources. The Resource Details window is displayed.
  2. Expand a category heading and linked resource subtype from the alphabetical list and select an associated services resource, or enter its name into the Search Resources field. By default the list is filtered to show Current resources. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Matches and Offers. The Matches and Offers tab is activated, revealing all application offers linked to the services resource in the Offers summary table 1. Certain fields are worthy of special note and are captured in the table below.
  4. Click on Close.


Tip

1 By default, all offers are displayed in chronological order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 The Search Resources field will match against any element of the services resource description.


Field

Description

Offer Date

The date on which the offer was made to an applicant in respect of this services resource.

List

The name of the allocation list through which the offer was made.

Application Reference

The unique internal reference of the application to which the offer is linked.

Application Name

The contact name linked to the application in receipt of the offer.

Outcome

The categorised conclusion of the formal offer having been made e.g. Accepted, Refused, etc.


See related topics...

Services resource management overview

To view the allocation matches for a services resource

To add an action plan to a services resource