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Assigning Recommendation Forms to Process Status Items

Once you have created and uploaded all recommendation forms you will need for online applications, you must assign the forms to specific Process Status Items through PWS: SOURCES. This will ensure that application process status items will be checked off in the PORTAL inquiry record as you retrieve them via PWS, and reported back to the applicant as received, via Notifications.

See the article in Setting Up PWS > Setting Up Online Action Items.

 

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