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.
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, 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.
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 selected form, this question will auto-fill. Only workflows that create a new instance of a permit are available.
Depending on the Workflow selected, additional required fields will appear. Questions like the permit or general permit type, for example.
Workgroup: This is automatically set to the current user's workgroup.
Processor: This is automatically set to the current user.
Submission Received Date: This date will display in the Paper Received Date on the submission details page.
Attachments: Any instances of paper forms, or any other documents supplied by the applicant for this permit application, can be uploaded here.
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. At this stage, the same steps should be followed as that of a new form submission.
Here are a few 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.
Any attached documents will display in the Documents tab in the ‘Submission Detail Page’.