Application Management
for iMIS
Applications reviewed and approved without the spreadsheet. New member, registration and credential applications, all handled inside iMIS.
Pairs with
Start with Complaints and Investigations or Grievance and Discipline. Add Support Ticketing, Application Management or both. Pair Document Valet with any product at a bundled licence discount.
Complaints and Investigations
for iMIS
Grievance and Discipline
for iMIS
Support Ticketing
for iMIS
Document Valet
for iMIS
What it is
Applications for membership, registration and credentials come with forms and supporting documents, and a spreadsheet makes it hard to know which ones are waiting and on whom. Application Management for iMIS turns each application into a record inside iMIS with everything in one place: the applicant, the stage it has reached, the reviews still open, and every note, document and email. Your team reviews and approves each one in the system you already run, and anyone with access can open an application to see where it stands. It runs on its own or alongside Complaints and Investigations or Grievance and Discipline.
What it does
Task management
Break each review into tasks with due dates, so your team can see what’s done and what comes next.
Scheduling and timetabling
Keep review deadlines and committee meeting dates on the application, so the timetable stays with the work.
Assigning ownership
Every application has an owner. Your team knows who is reviewing what, and managers can see each person’s workload.
Stages and escalations
Move each application through the review stages your process uses, and escalate the ones that need a more senior decision.
Team notes and follow-ups
Notes, follow-ups, documents and emails stay on the application, so whoever picks it up next has the full history.
Looping in committees
Bring a review committee into an application when a decision needs more than one person.
What it involves
1
Install
We install Application Management in your iMIS with pre-configured application types, so your team starts from a working setup.
2
Train
We train your team to create its own application types, so the system keeps up as your requirements change.
3
Tailor
If you need more than the pre-configured setup, we tailor it to your process as fixed-fee consulting.
More products for iMIS
Complaints and Investigations
for iMIS
Grievance and Discipline
for iMIS
Support Ticketing
for iMIS
Application Management
for iMIS
Document Valet
for iMIS
Let's talk through your application process
Book a call for a tailored demo built around the way your team reviews applications.