Member (Applicant) Management Overview

Please Note: A Member is the term used in Locata back office to describe an Applicant. We will be using the term Member from here.

Please Note: These pages and tabs describe some of the pages you may see in your own back office they will be similar but may be named or organised differently. The tabs are scheme specific and may not all be present in your own scheme, however the pages all perform and act in the same way so edit and then saving will always be the way to make changes in the system.

The back office system is the term Locata uses to describe the administration site that Officers and Practitioners will be using to manage Members on their scheme.

Here are some the pages that you will encounter, they are presented in the order that you will most likely work on them in the system:

On-line applications
Duplicate Application forms submitted
Duplicate Records
Assessment
Setting New Applications to LIVE
Review Reason Tasks
Edit Member
Member Tab
Changing Member Assessment
Address Tab
Correspondence Tab
Administration Tab
Matching Tab
Monitoring Tab
Property and Preferences Tab
Employment and Benefits Tab
Local Connection Tab

Please Note: The following pages describes some of the pages you may see in your own back office others will be similar but different in the detail. They will do the same process, however they may be named or organised differently dependant on the scheme. The system is flexible and configurable to specific schemes and their choice and not all functionality may be present in your own scheme, the pages all perform and act in the same way so processes may vary.