Guide: Configuring 'Further Information Items' and Initiating 'Request for Additional Information'

Guide: Configuring 'Further Information Items' and Initiating 'Request for Additional Information'

To request Further Information:

 

Select the application on submitted status that requires additional information.





To Request Further Information

 

1.   Select Additional Information in upper menu tabs or

2.   Scroll down the page and find “Additional Information Section”



To add additional Information

 

There are two options for adding the information:

1.   Information can be added using the Templates.

2.   Information can be added manually.

 




The other two options are used for sorting and editing the additional information by selecting it.




To Enter Additional Information Using

Template

1.   Add today’s date as Date Requested for the application.

2.   Select the required predefined information templates from the description section.

3.   Click on submit.


 To Enter Additional Information Manually

1.   Add today’s date as Date Requested for the application.

2.   Type the category name.

3.   Type the Name of the Template.

4.   Add the Description.

5.   Click on “Submit”.




To view Added information

Once you have added the information, it will appear under Additional Information section.


To send notification on further information

request

 Select “Proceed to” from upper menu tab.

Click “Request More Info” and click on submit. This will send a notification to the applicant and change the status to “Request for more information”.




To Preview Notification


1.   Preview the Notification by clicking the magnifying glass icon.

2.   A Pop-up window will display how the notification will appear to the applicant.

3.   The first highlighted box is the applicant portal link. By clicking on it, the applicant accesses the applicant portal to provide the requested documents.

4.   The second highlighted box is the letter with all the required information. Please refer to the attached screen shot below.


 



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