Application Portal
How to ADD a patron to an application
Overview There are times a processor will need to add a patron to an application. Unfortunately, you can't add a patron to the existing application. You can add the patron to the household directly in the database. Here is how The existing ...
How to process an application if it is a 2nd SUBMISSION
Overview If you are a new client or a client that uses a new database every year, you may have a question if an applicant submits a 2nd application for the same address. Here is what happens Most applications ask a question. Check here if this ...
How to EXPORT the application data
Overview You may export the application data. Here is how Click ADVANCED SEARCH Select your community Click DOWNLOAD Click BASIC or FULL Click DOWNLOAD FILE
How to PROCESS a paper application
Overview Organizations may allow their members to submit a paper application rather than the online application. In this case, you do not use the application portal to process the paper application. Add the members directly into the PoolPass ...
How to CHANGE a Membership ID
Overview When creating a new membership, the software will default to setting the new Membership ID to the first line of the address. On the final approval screen, you can change the Membership ID to anything you want. Account number, bond, number, ...
How to UPDATE a household AFTER the application has been processed.
Overview PROCESSED applications can only be processed once. To provide patron support, open the membership in the PoolPass software. Here is how to easily open the membership in Pool Pass 1. Click the eye icon 2. Click Open In PoolPass Related ...
How to FIX a picture
Overview There may be times when an applicant does not upload a picture that meets your community guidelines. You can edit the picture or upload a new picture. You can do this while you are processing an application or providing patron support. ...
How to EDIT a pool application
Overview There are times a processor will need to edit a pool application or "fix" a pool application. While providing patron support you may need to upload a new picture, correct a typo, change a DOB, etc. Here is how 1. Click the clipboard ...
How to re-mail a set of pool passes?
Overview We use the United States Postal Service to deliver swimming pool passes. Generally, passes arrive within a few days of being approved. If passes are not delivered within ten (10) days of the request, our company will provide the household ...
What is the CREATED status?
Overview CREATED applications are partially completed applications and are not ready for processing. It may be an application where a payment was attempted but failed. It may be an application submitted a few seconds ago and the payment has not ...
How to VIEW when a pass was printed and mailed
Overview Some clients request AGS to print and mail classic pool passes directly to a patron home. Passes are added to our print que when the application has been PROCCESED and APPROVED. Held, declined, claimed, created, and submitted applications ...
How to FLAG an application
Overview Flagging sends an email alert to your community's administrator or Access Granted Systems, LLC. Flagging to AGS will open a support ticket an AGS team member will resolve. Here is how Click the gear icon Click Flag to Community or Flag to ...
How to SEARCH for an application
Overview There are several ways to find an application you are looking for. You'll search for applications differently depending on your goals. Here are the ways Click READY FOR PROCESSING to process newly submitted or untouched applications. ...
How to PROCESS an application
Overview Organizations that utilize our software have different procedures, policies, and approval process. An AGS account representative will write custom instructions for your unique community. Custom instructions will include which buttons ...
How to VIEW application notes and journal
Overview Anytime an application's status changes or note is added to an application, a journal entry is created. This helps users trouble shoot applications and provide patron support. Here is how Click the arrow to the left of the ...
How to WRITE an internal note
Overview Organizations may need to make internal notes without changing the status of an application. Here is how Click the gear icon Click Comment
What is the CLAIMED status?
Overview Organizations may have more than one user processing applications. The claimed status is to prevent more than one user processing the same application and causing errors and confusion. The first step in processing an application is always ...
What are the patron notifications?
Overview Patrons receive automated updates informing them of their application status. Here is what they look like. Confirmation email after an application has been successfully summited. Email after an application has been processed and their ...
How to place an application on HOLD
Overview To help organize your application submissions, there are several states or status an application can have. The intended use of the hold status is the application will eventually get approved but you are waiting for the patron to take ...
How to DECLINE an application
Overview To help organize your application submissions, there are several states or status an application can have. The intended use of the declined status is the application will never be approved. Here is how 1. Claim the application by ...