The Add New Permit feature has been added so that the process of creating a new instance of a permit can be quicker and easier. Instead of the user submitting a form, there is only a single page of questions to submit that will initiate the new permit process.
Note: Due to the fact that a form will not be filled out, there will no longer be a collection of electronic data that is entered with the submission.
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Permissions
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Permits - Add Draft Permit without Form Submission
Adding a New Permit
While on a site in the site menu, click on the Permits section of the left-hand navigation. If the user has the correct permissions, there will be a an Add New Permit button is shown at the top. If you do not see the Add New Permit button, then contact a system administrator to add this permission.
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set of The following questions will appear inside of the page. The user must fill out all required questions.
Program Area: This is the program are that will determine what forms are available to choose below.
Form: This would be the form the user would have filled outThe form associated with the new permit request.
Workflow: If a default workflow is already setup set up for the selected form, this question will auto-fill. If not, select the workflow in order to continue. Only workflows that will create a new instance of a permit will be are available. To initiate a Permit Change, please see the wiki page Initiating a permit change without submitting a form
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Depending on the Workflow selected, additional required fields will appear. Questions like the permit or general permit type, for example. |
Workgroup: This is automatically defaulted set to the current users user's workgroup.
Processor: This is automatically defaulted set to the current user.
Submission Received Date: This date will show display in the Paper Received Date on the submission details page.
Attachments: Any instances of paper forms, or any other documents created supplied by the permittee applicant for this permit application, can be uploaded here. If multiple documents are attached, the default document category that will be assigned to those documents will be ‘Applicant Attachments’.
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Since the processor was assigned in this page, the submission will automatically flow as an ‘In-Process’ submission to the ‘My Tasks’ page of the assigned processor assigned. At this stage, the same steps should be followed as that of a new permit change form submission.
Here are a few key differences from a normal form submissionsubmission that was received online from an external user:
The submission details page will have has the ‘Paper Receive Received Date’ filled out, instead of the ‘Submission Receive Received Date’
There will not be a A Manage Submission button on the ride-hand side, under the submission status, because there was no electronic form filled outdoes not display.
Any documentation that was attached documents will now be display in the Documents tab in the ‘Submission Detail Page’.
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