The Add New Permit feature allows for quickly creating a new, 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, contact a system administrator to request this permission.
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.
The following questions will appear.
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.
Depending on the workflow selected, additional required fields may appear, such as the permit category and type of the permit to be created.
Workgroup: The assigned workgroup for the new submission that will be created.
Processor: The assigned user for the new submission that will be created.
Submission Received Date: The date the request was received from the applicant.
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 submission.
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.
Key differences from a submission that was received online from an external user:
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 on the Documents tab of the Submission Detail page.
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