How To Change an Applicant's Status

Written By Penny C (Administrator)

Updated at October 21st, 2021

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Changing the status of an application is dependent upon the current status of the application. Each time a program administrator changes the status of an application, the system will require that you enter a note to the applicant's record.

 


Changing an applicant's status varies by the status of the application.  Below is an explanation of which status are available depending upon the applicant's current status. 

(Each time a program administrator changes the status of an application, the system will require that you enter a note to the applicant's record.)

Applicant's Current Status Status Can Be Changed to: 


 
Start Application:  Program Administrators can begin an application for an applicant by changing to Start Application



Progress Application:  Use this status only if you are editing/working on an application on behalf of a client. It notifies the system that the applicant is making progress on its application.

Application Completed:  Use this status only if you are editing/working on an application on behalf of a client. NOTE: you will be unable to make this status change UNLESS the application information is complete. (See how to edit an application.) 



Complete Application: (Do not use.)

Begin Verification: This status indicates to the applicant that you are in the process of reviewing their application. (It is recommended that Program Administrators' indicate which team member made this change in the notes field.)



Approve Payment: This notifies the system that you have completed all verification and approve payment of the requested assistance.  (NOTE:  Be sure to add in the  payment amount approved by editing the application.) 

Deny Payment:  This notifies the system that after verification process, the request has been denied. The applicant will see this as their application status. (NOTE: Be sure to add in reason for denial in the notes.)


Reinstate:  If new information provided regarding a previous request, PA's can use this to reinstate an application. NOTE:  This should only be used if the new information is for A PREVIOUS request. (See how many times can I apply.)

Appeal:  You may appeal the decision by contacting your grant administrator to request an appeal of the decision, either in writing or orally, within 10 days of the date being notified of your denial.

This is the status you will see if and assistance request has been approved. 
An application has been withdrawn. 
  • The applicant either indicated that they do not plan to complete their application; OR
  • You have made several unsuccessful attempts to contact the applicant about completing the application. 
Applicants may appeal this decision by contacting you to request an appeal of the decision, either written or orally, within 14 days of the date of being notified of your application being withdrawn. Applicants are able to reapply if circumstances change or the applicant contacts you after the 14 day period.




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