Cloning and Editing Application Details Process
Dione Eaton
11 steps
31 seconds
Maritime
1
Click on the application tab for the app you want to defer.
2
Click "Edit Application Details" in the right side menu.
3
Click "Clone" button.
4
Select the application year that you want to defer to from the dropdown.
5
Click "Clone"
6
There is now an application tab for the new application. Click it to switch to the new app.
7
Click "Custom Application Info Tab" to update the entry term on the new app.
8
Click this button to unlock editing.
9
Click the entry term dropdown to select the entry term on this new application.
10
If there is data in the legacy CRM admit date field, remove it. Same for Legacy CRM defer date field.
11
Click "Save"
Cloning and Editing Application Details Process
Dione Eaton
11 steps
31 seconds
Maritime
1
Click on the application tab for the app you want to defer.
2
Click "Edit Application Details" in the right side menu.
3
Click "Clone" button.
4
Select the application year that you want to defer to from the dropdown.
5
Click "Clone"
6
There is now an application tab for the new application. Click it to switch to the new app.
7
Click "Custom Application Info Tab" to update the entry term on the new app.
8
Click this button to unlock editing.
9
Click the entry term dropdown to select the entry term on this new application.
10
If there is data in the legacy CRM admit date field, remove it. Same for Legacy CRM defer date field.
11
Click "Save"
