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How to create an application

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Hannah Aitchison

This guide will show you how to create an application as a part of establishing a tenancy. 

  1. Click on the Applications under Housing to view all current applications. 


  2. Click on + New button in the top main bar.
  3. First, enter the Type and Source for this application.


    Note: Business support will toggle yes, BOS approved so you do not need to do this.


  4. In the contact’s table: Enter details for the primary applicant.
    A screenshot of a computer Description automatically generated

  5. Save.
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    David White

    NOTE: Step 4 is out of date - guide to be updated. Recordbase now populates these fields (except for email).

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