People

This article will give an overview of the "People" section and an applicant's page. People is where all applications both new and old will be managed from picking up and assessing a new application through to editing, bidding and everything in between.

TABLE OF CONTENTS

• Search
• Application summary
• Icons on summary page
• Journal

Search

The search bar will default to search for people or applications whilst in the people pages and on the main dashboard. Likewise, it searches for properties whilst in the property pages and it searches for shortlists in the shortlist pages (as shown below). For hints and tips for making best use of the search functionality, click here. 

Application summary

The "Summary" tab on an applicant's page provides a quick overview of the key information held against the application. This usually contains status, band, band reason, priority date, bedroom need and contact information. 

Did you know: You can change which details show in this summary page via the Task Management screens. On your desired question, ensure that "Is Summary" is set to yes.

Icons on summary page

There are several icons on the "Summary" tab, they are listed below:

1. Send a letter or email - you can also view communications here and send an SMS if you have that functionality
2. View the audit trail for this person - see what entries have been made, by who and the date they made them
3. Login to the public website as this person - view the public website from the applicant's point of view 
4. Bid History - shows all the bids this applicant has placed
5. Search for and link people that match this one - allows you to search for duplicate applications and link them to this one
6. Share this person's data with another partner - non standard 
7. Completed annual reviews - requires you to have the reviews bolt-on functionality
8. Export this person to another module - you can export this data to another module (provided the module exists)

Journal

The journal can be used to make and view notes which can include attachments. In the journal you will also find copies of previous applications forms, actions plans, sent correspondence, completed tasks, bid results and much more. For further information please follow this link.