The Release Decisions Tool
  • 02 Apr 2024
  • 1 minute read
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The Release Decisions Tool

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Article Summary

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:

  1. Select Database on the top navigation bar.

  2. 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.

Overview.png

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:

Confirm

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.

Confirm.png

Confirm_Decisions.png

📖 Further reading

For more information on this stage, read Confirming Decisions.

Assign Letters   

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.

Assign_Letters.png

Select_Letters_to_Assign.png

📖 Further reading

For more information on this stage, read the Assigning Decision Letters.

Release

🔔 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.

Release.png

Release_Decisions.png

Queued for Release

This stage allows you to view decisions scheduled for future release.

Queued_for_Release.png

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.

Unrelease.png

🔔 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.

Recently Released

This stage displays recently released decisions. When recipients receive their decision, the Received Date (ET) field will populate with the date and time of opening in Eastern Time. 

Recently_Released.png


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