How to PROCESS an application

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 to click and tips to manage your unique approval process.  
     Applications in the submitted, held, declined, or claimed* status can be processed.  

Here is how 
1. Claim an application by clicking the clipboard icon.

2.  Click SHOW INSTRUCTIONS
3.  Click the arrow icon to open instructions in a new tab (optional).
Follow your custom instructions. 
  
Demonstration of a property manager processing pool applications.   



What is the Membership ID?
The membership ID is the unique identifier of the household.  Most communities use the street address for the Membership ID.  Some swim clubs use an account number or bond number.  You can even use a random or incrementing number.  The membership ID must be unique for each household.  When two patrons have the same membership ID, they are grouped together.  We do not recommend using the name as the Membership ID.
The Membership ID can only contain the following character types: A-Z, a-z, 0-9, - @ + , _ . and space.  Dashes, $, &, #,*, and other are not allowed.  

Why is the clipboard greyed out or purple? 
  1. PROCESSED applications can only be processed once.  To provide patron support, open the membership in the PoolPass software.  
  2. CREATED applications are partially completed applications and are not ready for processing.  Usually its an application that a payment was attempted but failed.  While providing patron support, the patron may attempt another payment or simply submit a new application.  If a payment is never successfully completed, the created application will timeout and auto-delete.   
  3. CLAIMED applications may only be claimed by the user that has already claimed it.  It is best practice not to claim an application for a long period of time.  Have the user that claimed the application, unclaimed it. CLICK HERE to have AGS force release an application.  

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