Overview

Submission packages enable related forms to be grouped together as a package of forms that are submitted together. External users can search for and find form packages using the current form search.  Form packages are listed with a “View Package” button rather than a “Begin” button. Clicking “View Package” displays the package text and lists the forms in the package.  Once users have completed and submitted/signed a required form it is assigned a “Staged for Submission” status.  When all required forms have been staged, the package may be submitted for processing.

Submission Package Configuration

A Submission Package is defined using a Form Set that has been specified as a “Submission Package” provides the capability to define a set of one or more forms that are entered and submitted together as a package. The submission package form set may consist of nFORM forms or a SLEIS application.
The submission package is defined by an administrator who configures Form Set with a type of “Submission Package”. Multiple forms may be added included in the package and forms may be specified as required or optional. The first form is always required. Specific text may be configured for the package in order to provide description or instructions to the external user.

External Submission

External users can search for and find form packages using the current form search. 

Form packages are listed with a “View Package” button rather than a “Begin” button. Clicking “View Package” displays the package text and lists the forms in the package. 

Once users have completed and submitted/signed a required form it is assigned a “Staged for Submission” status. 

When all required forms have been staged, the package may be submitted for processing.

Internal Processing

In general, submissions that are part of a submission package are processed internally in the same way as individual submissions.  However, there is additional specific processing and functionality for submission packages.

Viewing Package Submissions

When viewing a submission that is part of a submission package, a dropdown selection field is available at the top of the submission page. This allows the user to toggle between any of the submissions that are part of the package. 

Permit Workflows 

A workflow that creates a new Permit, may only be added to the submission form that is specified as the primary (first) form in the package. This is to prevent confusion and inadvertent creation of multiple permits from different forms within the package.

Submission Package Status

Submission Packages have their own status.  The overall status of the submission package is listed in the right sidebar on the Details page for all submissions that are part of the submission package.

When updating a submission package to “Complete” each of the submissions in the package are validated and the combined validation results are displayed in the validation results list.  If all submissions are valid, updating the submission package status to “Complete” will update all submissions in the package to “Complete”.