Shortlisting for Local Authorities Overview

These are the actions that are needed to manage the shortlists in your scheme. Please note the general process are all the same but some schemes may vary in practice and partner relationships.

Shortlist Management

Closing bidding

Sending Nominations to landlords

Key to shortlist toolbar

Add member directly

Check member details

Creating a member note

Creating a shortlist note

Sending nominations

Undo an action

Nominations exhausted

Filtering a shortlist

Resetting shortlists (Managers Only)

Withdrawing shortlists (Managers Only)

Navigation to the tasks screens

The Task List Screen

Verifying a Member directly from the Shortlist

Verifying photo ID at point of offer

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.