Applications

The Applications module allows the recording and management of applications against physical locations or assets. The Applications module can be used to manage any type of application (for example: garage requests or allotment waiting lists).

Select from the following to help you manage application records:

Adding or Editing an Application Record

To add or edit an application record:

Do one of the following:

Navigate to Functions > Applications > New Application
Click the New Application button in Application Manager.

Click the New Application option in the Tasks panel of a contact record.

Click the Application(s) option in the Associated Items panel of a contact record and double-click an existing record to edit it.

Search for and open an existing application

The Application Editor is displayed.

Enter or edit the relevant details.

The fields on the Application Editor are described in the following table:

This field…	Holds this information...
Application Number	The application number. This is populated automatically depending on the Application Auto Unique Number setting in System Options (accessed by navigating to Tools > System Options and then clicking the System Options button).
Applicant	The contact who is making the application. Enter the contact's name and select from the drop-down, or click the New button adjacent to the field to add a new contact record. Refer to Adding or Editing a Contact for further information. This field is mandatory.
Type	The type of application. These can be defined in Application Type Reference Data (accessed by navigating to Functions > Applications > Application).
Resource	The asset(s) and/or location(s) that the application is being made against. Click the link to display the Resource Picker window and select the relevant asset(s) and/or location(s). This field is mandatory. The Application Resource check box must be selected in the asset or location record in order to be displayed on the Resource Picker window.
Status	The status of the application. These can be defined in Application Status Reference Data (accessed by navigating to Functions > Applications > Application).
Special Requirement	Any non-standard requirements of the application. These can be defined in Application Special Requirement Reference Data (accessed by navigating to Functions > Applications > Application).
Application Date	The date the application was submitted by the applicant.
Comments	Any comments on the application.
Last changed by	The user who last changed the record. This is edited on saving and cannot be edited.
Last changed	The date and time that the record changed. This is edited on saving and cannot be edited.

Click Save.

Record an Event Against an Application

Events and re-occurring events can be recorded against applications, which will provide reminders and calendar events relating to the application.

To create a new event or schedule of events:

Search for and open the relevant application record.
Click the New Application Schedule option in the Tasks panel.

The Event Schedule window is displayed.

Enter or edit the relevant details.

The fields on the Event Schedule window are described in the following table:

This field…	Holds this information...
Schedule for Type	This defaults to Application Event.
Schedule for Item	This field is not relevant for this event type.
Event Type	The type of event. These can be defined in Application Event Type Reference Data (accessed by navigating to Functions > Applications > Application).
Event Description	A description of the event.
Set Start Date	This field is not available for application events.
Start Date	The start date.
Single Occurrence	Whether the event is a one-off occurrence.
End Date	The end date. Select whether there is no end date, whether the event is to end after a specific number of occurrences, or whether to end on a specific date.
Notify	Whether a notification is required for the event(s). Enter the details of how far in advance of or after the event(s) that the notifications are displayed.
Recurrence Span	The frequency that the event recurs.

Click Save and Add New or Save and Close.

Using the Application Manager

The Application Manager allows you to review all applications that have been created (both current and archived) and update the status accordingly.

It can be accessed by navigating to Functions > Applications > Application Manager.

Use the Application Manager to:

Change the status of applications by selecting from the relevant drop-down.

You need to click Save to confirm the changes.

Add a new record by clicking the New Application button.

Refer to Adding or Editing an Application Record for further information on adding new application records.
Select whether to display all records or only active ones using the Include Inactive/Exclude Inactive toggle.

Open a record by double-clicking it, or selecting it and clicking the View button.

Managing Application Attributes

Refer to Using Attribute Manager for further information.

Related Topics