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Table of Contents

The Provisions tab  tab in the the Applicant Summary shows  shows any provisions that have been linked to the applicant. As well as standard provisions, it is also possible to set up your own Custom Provisions to link to records. Custom provisions can be set up and maintained by your database admins in the Custom Provisions section of List and Type Configuration.

For each provision, the following details are shown:

  • Type

  • Code

  • Description


Filtering the Provision List

The option to Search the provision list by Code and Description and filter by by Number of Records is  is available from above the list. Once you have entered the necessary details, press press Enter or select  or select the Image RemovedSearch icon to run the search and apply your filters.

Exporting the Provision List

Selecting Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Provision

Selecting Selecting Add Provision in the provisions tab will open a window where you can link a new provision to the applicant. This process is made up of two steps:

1. Choose the Provision Type from the Provision Type from the drop-down menu. Select Next to continue.Image Removed


2. Choose the the Provision code from the drop-down menu. A Search bar  bar is available in the drop-down menu. Select Save to  to add the provision or Cancel to  to discard it.Image Removed


Provision Actions

The following actions are available from the provisions tab:

  • Delete – Selecting ... > Delete


     will remove the provision from the applicant record. You will be prompted to confirm before the provision is removed.