Once provisional decisions are assigned, the Release Decisions tool can be used to confirm decisions, assign decision letters, and release decisions.
To navigate to the Release Decisions tool:
- Select Database on the top navigation bar.
- Select Release Decisions, which brings you to the Overview stage.
The Overview page updates regularly to display important decision statistics, including the number of applications at each stage in the release process, decision receipt statistics, login data by browser and location, and more.
The Stages on the right display the decision release steps in a chronological workflow order. Click through the following tabs to learn more about each stage:
This stage allows you to view records with a provisional decision. Select multiple decisions from the list at once to batch confirm provisional decision assignments.
Tip
For more information on this stage, read the Confirming Decisions article.
This stage allows you to view confirmed decisions that have not been assigned a letter. Select multiple decisions to batch assign decision letters for records with a confirmed decision.
Tip
For more information on this stage, read the Assigning Decision Letters article.
Important!
Before scheduling the release of decisions, make sure you're ready. Read the articles Testing Your Decision Release Process and Release Decisions to familiarize yourself with the process.
This stage allows you to view confirmed, unreleased decisions. Select multiple decisions to batch schedule the date and time at which the decisions should be released to applicants.
When you enter a release date and time, Slate provides an approximation below of how far into the future the release will be. Optionally, you can also set a date at which the decision will expire.
This stage allows you to view decisions scheduled for future release.
If you need to stop a decision from being released, you can select one or multiple decisions that are scheduled for a future release to unrelease.
Important
Any actions taken by rules as a result of decisions being scheduled for release will not be undone if the release is unscheduled. Unreleasing decisions should only be used in an emergency.