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To add a new permit without submitting a form, perform the following steps:
From the Site
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Navigation heading, find or create a site for which the new permit will be created.
Click Permits on the navigation menu. If the user has the correct permissions, an Add New Permit button is shown at the top. If you do not see the Add New Permit button, contact a system administrator to request this permission.
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The display of the Add New Permit button is controlled by the “Permits - Add Draft Permit Without Form Submission” role. For the button to be displayed, this role must be included in one of the security groups of which the user is a member. |
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Program Area: This is the program that will determine what forms are available to choose from.
Form: The form associated with the new permit request.
Workflow: The workflow to be performed on the new permit request. The workflow may be preselected based on the selected form, depending on system configuration. Only workflows that create a new instance of a permit are available.
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Depending on the Workflow workflow selected, additional required fields may appear, such as the permit category and type of the permit to be created. |
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Attachments: Scanned paper forms, email attachments, or any other documents supplied by the permittee for this permit change. Uploaded documents will appear on the Documents tab of the created submission.
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After saving the new permit, a new In Process submission is created, the workflow is added to the submission, and the new draft permit is created. The screen refreshes to show the draft permit. At this stage, the same steps should be followed as that of a new form submission.
Here are a few key Key differences from a submission that was received online from an external user:
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