Purpose

To set up an Agency and maintain Agency details.

This form is used to set up an Agency, including:

• Adding a Start Date and End Date (if required).
• Enabling the Agency to make Offers.
• Enabling the Agency to waive application fees.
• Suspending the Agency, if required.

Note: Prior to using this form, an Organisational Unit must have been created for the Agency via ORGF0141.

A Start Date must be added to the Agency in this form before an Agent can be linked to the Agency via ADMF0510.

This form is accessed via the main menu.

The Agency block contains:

• Org Unit Code
• Org Unit Start Date
• Description
• Agency Start Date
• Agency End Date
• Ability to Make Offers check box
• Ability to Waive Application Fees check box
• Suspend check box

  Button

  • Agents (ADMF0510)

Rules/Notes:

An ACTIVE Org Unit must have been created for the Agency via ORGF0141, prior to using this form.

If an End Date is added for an Agency, then no Agents can be added to the Agency from this date. For example, you would add an End Date if the Agency is no longer with the institution.

The 'Suspend' checkbox is used to temporarily suspend an Agency.
For Agents in Applicant Portal - if the Suspend checkbox is selected, Agents can continue to be added to the suspended Agency, however, the Agents belonging to the Agent will not be able to log into Applicant Portal.

Note: The 'Ability to Make Offers' and 'Ability to Waive Application Fees' checkboxes apply to Agent Connect only. i.e. they do not apply to Agents using Applicant Portal.

The Agents button navigates to the Maintain Agency Agents form (ADMF0510) where an Agent can be linked to the Agency.

Only able to Insert, Update, Delete and Select records from this table, when able to perform the operations for the Organisational Unit.

Rules/Notes:

If the user has not been granted access to Agency Agents, then the Agents button is disabled.

Cannot change any check box when the Agency is End Dated and the End Date has been passed.

The Agency Start Date must be greater than or equal to the Org Unit Start Date.

The Agency End Date must be less than or equal to Org Unit End Date (if Org Unit End Date exists).

Agency End Date must be greater than or equal to Start Date.

A warning message is displayed if the Agency End Date is set when an associated Agency Agent End Date is null.