Overview
Submission packages allow related forms to be grouped together as a “package” of forms that may be submitted together by registered external users. External users may search and find form packages using the form search. Packages that are listed provide a “View Package” button (rather than a “Begin” button) to display textual information about the package and to list the forms available in the package. Once users have completed and submitted a form in the package, it is assigned a “Staged for Submission” status. When all required forms have been staged, the user is able to submit the package for processing.
Submission Package Configuration
A Submission Package is defined using a Form Set that has been specified as a “Submission Package”. This provides the capability to define a set of two or more forms that are entered and submitted together as the submission package. The submission package form set may consist of multiple nFORM forms and a SLEIS application ‘form’.
Multiple forms may be included in the package, and forms may be specified as either required or optional. The first form is always required.
Specific text may be configured for the package in order to provide a description or instructions to the external user.
External Submission
External users can search for and find form packages using the current form search.
Viewing and Starting a Submission Package
Form packages are listed with a “View Package” button rather than a “Begin” button.
Clicking View Package displays the submission package text/instructions and lists the forms in the package.
Clicking Begin navigates the user to the form to complete, submit, and sign as required by the configuration. Forms that have been started for the package are displayed on the Dashboard and the Submission List.
Continuing a Submission Package
Draft forms may be continued by clicking the Manage Package.
This displays the list of all forms in the submission package and status. The overall status is displayed.
Clicking View navigates to the corresponding form for the user to continue filling out and submitting the form. When a form has been submitted/signed, the form is assigned a “Staged” status, meaning it is awaiting submission.
Submitting a Submission Package
When all required forms have been staged, the package may be submitted for processing by clicking Submit Package.
If no validation errors are found, clicking Submit submits the package to the agency.
Revising a Submission
Once the package has been submitted, individual forms may be revised as needed (e.g., to respond to a corrections request). External users revise a submission by clicking Manage Package for any form in the package to view the Manage Package page. Clicking the View or Revise button opens the corresponding form for viewing and revising the submission. Forms in a package designated as optional may also be started and submitted from the Manage Package page after the package is submitted.
Internal Processing
Submissions that are part of a submission package are processed internally in the same way as individual submissions. However, submission packages have additional functionality to aid in navigating between the forms contained in the package and to provide efficiencies when updating status.
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.
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 internal processing for all submissions in the package is complete, the user may click Update Status to update the package status.
When updating a submission package to “Complete” all 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, the submission package status is updated to “Complete,” and the status of each submission in the package is also updated to “Complete.”
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 the inadvertent creation of multiple permits from different forms within the package.