Use the following procedure to add an application from the Applications tab:

1.  From the Patron menu, select Search for Patron and perform a search for the patron for whom you want to add an application.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the Applications tab.

4.  From the List of Applications grid, click  Add. The Add Application window displays.

5.  Select or enter the following information:

•      Source – Select the origin of the application.

•      Application definition – Select the application definition. This indicates the term and application type (as defined in Setup > Applications in Odyssey HMS). Upon selecting the Application definition, the Term and Type fields will be auto-filled.

•      Submitted date – Use the calendar menus to select the date and time the application was submitted. Once the date is selected, the time drop-down menus will automatically default to the current time.

•      Accepted date – Use the calendar menus to select the date and time the application was accepted. Once the date is selected, the time drop-down menus will automatically default to the current time.

6.  Optional: If the application is being canceled or rejected, select the following options:

•      Select a Cancel/Reject date and time from the calendar menus. The fields will default to the current date and time.

•      Select the cancel/reject Reason from the drop-down menu. Application cancel/reject reasons are defined in the Application Cancel/Reject Reasons option accessed from Patrons section of the Setup module.

7.  Click Save. The Patron Application successfully added message is displayed.