Intended Audience: This page is intended for Providers, not for Applicants.
When the status of an application is "Under Review", the provider needs to review the application to decide whether to approve the application, reject the application, or wait for more information.
Each provider has different requirements to decide whether to approve an application. Typically, this involves the following steps:
Verifying that all necessary information has been provided
If an applicant submits their application online, they will be required to enter all information that the provider requires.
If an applicant submits their application on paper, some required information may be missing. The printed application form generated by Online Mooring will indicate which fields need to be filled in, and the provider can determine whether they want to request any required missing information from the applicant.
Verifying that changes on application are acceptable
If the applicant submits their application online, the provider can view all changes made by going to the
Application Summary page and clicking the Audit button. This will show all changes made to the application within the previous two months. The provider can decide whether these changes are acceptable. Typically, the vessel size is the item that is the biggest cause for concern.
If the applicant submits their application on paper, the provider can quickly see which values were changes by the user.
Verifying receipt of payment
The status of an application changes to "Under Review" immediately after the applicant accepts the application terms and conditions and clicks the "Save and Continue" button. Online payments may occur after this time, and checks will definitely be sent after this time.
There are two ways to see whether the payment has been received:
The quickest way is to look at the first colored dot on the
Application Search Results page. A red dot indicates that the applicant owes money, and a green dot indicates that the applicant has paid in full. A yellow dot indicates that the applicant has overpaid.
Another way is to look at the
Application Summary page. In the Actions section, the provider should look for any actions that have an outstanding balance. If there is an outstanding balance, the amount will show in red.
Note: if an applicant submits payment offline, the provider must record that payment in Online Mooring when it is received. Otherwise, the status will incorrectly indicate that the applicant still owes money.
Verifying validity of supporting documents
There are two ways to see whether supporting documents have been received:
The quickest way is to look at the second colored dot on the
Application Search Results page. A red dot indicates that the applicant has not provided a current copy of a required document, a yellow dot indicates that the applicant has not provided a current copy of a non-required document, and a green dot indicates that the applicant has provided current copies of all requested documents.
Another way is to look at the
Application Summary page, in the Documents section. If an electronic copy of a document has been uploaded to Online Mooring, you can click the document name to view the current uploaded document. If a paper copy of the document has been submitted, the "On File" column will say "True".
Note: When you receive a paper copy of supporting documents, you need to go to the
Application Summary page, Documents section, and click the Edit button to record the receipt. If you simply want to record that you've received the document, click the "On File" option and record the date that the document expires. If you want to have access to the document online, scan the document, and upload the document as well. If you don't do this, the process listed above will not work properly.
Verifying validity of berth inspection
There are two ways to see whether an inspection is valid:
The quickest way is to look at the third colored dot on the
Application Search Results page. A red dot indicates that an inspection is needed, and a green dot indicates that there is a current inspection. A grey dot indicates that no inspection is needed.
On the
Application Summary page, the Inspection section will provide the information from the latest inspection on file, along with the status.
Note: In order for this review to work properly, inspection results must be entered into the Online Mooring database after they are performed. Otherwise, the status may incorrectly list that an inspection is needed.