The Add New Permit feature has been added so that the process of allows for quickly 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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Adding a New Permit
While on a site in the site menu, click on the Permits section of the left-hand navigation, draft permit without filling out and submitting an online form. Note that because this method bypasses the online data entry that is typical for a new permit request, the system will not have information that may be important for reporting and tracking of other metrics. Use this option with care.
Adding a New Permit
To add a new permit without submitting a form, perform the following steps:
From the Site 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,
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contact a system administrator to
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request this permission.
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The following questions will appear.
Program Area: This is the program that will determine what forms are available to choose below.
Form: The form associated with the new permit request.
Workflow: If a default workflow is already set up for The workflow to be performed on the new permit request. The workflow may be preselected based on the selected form, this question will auto-filldepending on system configuration. Only workflows that create a new instance of a permit are available.
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Depending on the Workflow selected, additional required fields will appear. Questions like the permit or general permit type, for examplemay appear, such as the permit category and type of the permit to be created. |
Workgroup: This is automatically set to the current user's workgroupThe assigned workgroup for the new submission that will be created.
Processor: This is automatically set to the current userThe assigned user for the new submission that will be created.
Submission Received Date: This The date will display in the Paper Received Date on the submission details pagethe request was received from the applicant.
Attachments: Any instances of Scanned paper forms, email attachments, or any other documents supplied by the applicant permittee for this permit application, can be uploaded herechange. Uploaded documents will appear on the Documents tab of the created submission.
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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 processorAfter 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.
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The submission details page has the ‘Paper Received Date’ filled out, instead of the ‘Submission Received Date’
A Manage Submission button does not display since there is no associated nFORM submission.
Any attached documents will display in on the Documents tab in of the ‘Submission Submission Detail Page’page.