Application Lists

Application lists are lists of similar applications. These lists can have council members assigned and be set up for voting, then added to the council information page.

NOTE: For information on creating a Small Business Fundable list, refer to the Small Business Fundable Lists topic.

Selecting applications to add to a list

1. Perform a search to locate the applications you wish to add to a list. For more information on searching, refer to the Searching for Applications topic.
2. If necessary, use the filters to refine the search results further. For more information on filtering, refer to the Project Search Result Screen topic.
3. Select the applications you wish to add to a list using the checkboxes or the Bulk Actions button Bulk Actions drop-down. For more information on performing bulk actions, refer to the Performing actions on multiple projects topic.

Adding selected applications to a new list

1. Perform steps 1-3 in the Selecting applications to add to a list topic.
2. Click the Send Checked to button in the lower-right corner of the screen and select Create List. The Create List screen is displayed.
3. Complete the List Name field.
4. Click the List Type drop-down and select the appropriate option.
5. Click the Voting Type drop-down and select the appropriate option.

NOTE: If you select Rank Order for the Voting Type, refer to Pre-ranking an application list for instructions on pre-ranking the applications before voting.

6. If desired, complete the Category, Voting, and Comments Allowed fields.
7. If the Allow Application Imagecheckbox is selected, the E-application link will be available as a document for council members.

NOTE: The Category drop-down is populated based on the categories created on the Voting Details screen.

8. Click the Save button. The applications are added to the list.

Adding selected applications to an existing list

1. Perform steps 1-3 in the Selecting applications to add to a list topic.
2. Click the Send Checked to button in the lower-right corner of the screen and select Existing List. The Select List and Category screen is displayed.
3. Click the List Name drop-down and select the appropriate list.
4. If desired, click the Category Name drop-down and select the appropriate category.
5. Click the Save button. The applications are added to the list.

Removing applications from a list

1. On the ECB home screen, click the Lists/Categories drop-down and select Manage Lists/Categories. The Manage Lists/Categories screen is displayed.

The left side of the screen contains the Lists/Categories pane. Each list and category type is broken out into a separate pane.

2. Click the Expand button Expand button for a pane to view the items in that list or category type.
3. Click the item name in the Lists/Categories pane to view its details on the right side of the screen.
4. Select the applications you wish to remove from the list using the checkboxes or the Bulk Actions button Bulk Actions drop-down. For more information on performing bulk actions, refer to the Performing actions on multiple projects topic.

IMPORTANT: Note that the checkboxes and Remove button are disabled when the Voting status is set to Open and voting has started.

5. Click the Remove Selected button. A confirmation screen is displayed.
6. Click the Yes button. The application is removed from the list.

Adding council members to an application list

1. On the ECB home page, click the Lists/Categories drop-down and select Manage Lists/Categories. The Manage Lists/Categories screen is displayed. For more information, refer to the Manage Lists/Categories Screen topic.

Removing council members from a list

1. On the ECB home page, click the Lists/Categories drop-down and select Manage Lists/Categories. The Manage Lists/Categories screen is displayed. For more information, refer to the Manage Lists/Categories Screen topic.