Application Actions

After performing a search and selecting projects, there are several actions you can perform.

Manage Assignments

Manage Assignments is used to assign council members to the selected applications.

1. If a warning screen is displayed, determine whether you wish to override the current assignments or not.
a. If you do, click the Confirm button.
b. If you do not, click the Cancel link and deselect the applications that already have assignments.
2. In the Council Member Assignments screen, select the checkboxes for the council members you wish to assign to the selected applications.
3. Click the Save button. The assignments are saved.

Manage Conflicts

Manage Conflicts is used to indicate that a council or staff member has a conflict with an organization or person involved with the application.

IMPORTANT: If a warning is displayed at the top of the screen, some of the selected applications have conflicts and you may not use bulk actions to assign conflicts.

1. In the Council Members Conflict Management screen, select the checkboxes for the conflicts you wish to assign to the selected applications.

NOTE: If conflicts already exist for the selected applications, the new conflicts are added; they do not replace the existing conflicts.

2. Click the Save button. The conflicts are saved.

NOTE: When a conflict is added to an application for a council or staff member, a conflict is automatically added to all applications for that FOA.

Manage Early Concurrence

Manage Early Concurrence is used to add applications to an early concurrence panel.

1. If a warning screen is displayed, determine whether you wish to proceed or not.
a. If you do, click the Confirm button.
b. If you do not, click the Cancel link.
2. In the Select Panel to Manage Early Concurrence screen, select the EC panel you wish to add the applications to.
3. Click the Confirm button. The applications are added to the selected EC panel.

Create List

Create List is used to add applications to a new list. For more information on application lists, refer to the Application Lists topic.

1. Complete the List Name field.
2. Click the List Type drop-down and select the appropriate option.
3. If desired, complete the Category, Voting, Voting Type, and Comments Allowed fields.

NOTE: The Category drop-down is populated based on the categories created on the Voting Details screen.

4. Click the Save button. The applications are added to the list.

Existing List

Existing List is used to add applications to an existing list. For more information on application lists, refer to the Application Lists topic.

1. Click the List Name drop-down and select the appropriate list.
2. If desired, click the Category Name drop-down and select the appropriate category.
3. Click the Save button. The applications are added to the list.

Attach Documents

Attach Documents is used to add documents to applications. Use caution when adding documents to multiple applications at once.

1. Click the browse link. The Open screen is displayed.
2. Navigate to the save location of the document and double-click it. The document is added to the Upload Files screen.
3. Click the Save button. The documents are attached to the selected applications.