Applicant is the second stage in the process of receiving a dog. This stage is used to receive all documents, perform all interviews and collect any application fees needed to determine if your organization can train a dog to meet the clients needs.
Checking the box for Application Package Complete will create the task Review Application Package for Client Name, for the Process Manager and change the Status to Needs Reviewed.
Once you've reviewed the application package, use the Application Package Review Decision field to determine how to continue with the process.
The other fields in the section are described below
Application Package Sent
The date the application package was sent. Auto-filled from Potential Applicant stage.
Check this box when all of the required Applicant stage documents have been received. You will be able to see all of the received documents in the Applicant Documents Receivedembedded list.
Once you've received everything required from the application package, check this box to receive the task Review Application Package for Client Name. You can reassign the task if it gets reviewed by someone other than the Process Manager.
The date the application package was reviewed. Auto-filled when selecting an option from Application Package Review Decision. You can also manually enter a date in this field if the date the package was reviewed is not the current date.
The date the stage ended either byapproving the client to be put on a waitlist for a dog, declining the application package after review, 6 months of no activity from the client or the request being withdrawn.
