Status workflow and timeline

Move a case to Application being prepared

The authority pack is being prepared. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications → Case → Update Status
Before you start
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Verify module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What you’ll accomplish

The authority pack is being prepared. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Go to the intended case.
  2. In Update Status, select Application being prepared.
  3. Enter a clear status note suitable for the landlord timeline.
  4. Submit.
  5. Check the status label and action-required badge.

Fields and options to review

Status keyapplication_preparation
Landlord action requiredNo
Final statusNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/

Rules the system enforces

  • The installed status key is application_preparation.
  • Landlord action required becomes 0.
  • This seeded status is not marked final, so it does not by itself set completed_at.

How to confirm it worked

  • Move a case to Application being prepared completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.