If a boater submits an offline application to you, you'll need to record the submission in the Online Mooring data. Here's how:
Step 1) Locate/Create the Application
If this application is unrelated to any existing applications, you'll need to create a new application. Otherwise, you'll modify an existing application.
So what does it mean to be "related" to an existing application? If this is a renewal of an earlier application, it is related to the earlier application. If this is for a first-time assignment to a berth after being on a wait list, this is related to the earlier wait list applications.
To locate the existing application record that you'll update:
- In the top right corner of the page, click the Search button
- Enter the applicant's name and press Enter.
- If there are multiple applications for that name, you'll see a list of applications for that name. Click on the one that the applicant has submitted.
To create a new application:- Go to the Dashboard- If your Dashboard has multiple tabs, go to the tab for the application type that was submitted, and click the Add button.- If your applicant has an existing (unrelated) application, you can go to the Applicant tab and click the Link button to link the existing information about that person to this application.- If the vessel on the application is already in the database, you can go to the Vessel tab and click the Link button to link the existing information about that vessel to this application.- If the berth associated with this application is already in the database, you can go to the Vessel tab and click the Link button to link the existing information about that berth to this application.
Step 2 - Enter new/updated information from the application
The easiest way to do this is to click the Edit button at the bottom of the Application Summary page. Then you can enter anything that has changed. When you are done, click the Save button.
Step 3 - Record that the application was submitted
On the Actions tab, click the Quick Add button and there will be an action with the word "Submitted" at the end. Choose that action. Usually, this will then calculate the fee owed.
Step 4 - Record the amount paid
On the Payments tab, click the Add button and record the payment received along with the application. You can choose the button to simply record the payment (Save), or to record the payment and also record that you've approved the application (Save and Approve). If you choose the Save and Approve button, you can skip steps 5 and 6.
Step 5 - Review the application
At this point, you'll have all the same information that you'd have had if the applicant submitted their application online. You can go through and do all the checks that you would normally do before deciding whether the approve or reject the application.
Step 6 - Act on application
If everything looks good, click the Approve button. If not, you may want to communicate with the applicant to give them an opportunity to correct any issues you've identified. When you no longer want to give the applicant any opportunity to correct the issues with the application, you can click the Reject button.