Submission Packages
Overview
Submission packages allow related forms to be grouped and submitted together by external users. Packages can be found through the search field on the Start New Form page and display a View Package button instead of a Begin button. Clicking this button opens a page with package details and a list of the forms in the package.
When a form in the package is completed and submitted, it is assigned a Staged status. The package can be submitted for processing when all required forms are staged.
Submission Package Configuration
A submission package is defined using a form set with the Submission Package form set type. This allows two or more forms to be entered and submitted together. In nVIRO implementations that feature SLEIS integration, the submission package form set may also include a SLEIS application form.
A submission package can include multiple forms, with each form designated as required or optional. The first form, called the primary form, is always required.
A text field can be configured for the package to provide a package description or instructions to external users. This field supports HTML formatting.
External Submission
Viewing and Starting a Submission Package
External users can search for submission packages using the search field on the Start New Form page. Submission packages display a View Package button instead of a Begin button.
Clicking the View Package button opens the submission package description, instructions, and a list of the required and optional forms in the package. Clicking the Show/Hide Instructions toggle shows or hides submission package instructions.
To start a form in the submission package, click the Begin button beside the form name.
Understanding the External Dashboard
On the external dashboard, any package in In Progress or Draft status appears as a single card. Each card shows:
The total number of forms in the package
The statuses of forms in the package, including whether any corrections have been requested
The number of required forms in the package that have not been started
Continuing a Submission Package
Draft submission packages and related forms may be continued by clicking the Manage Package button. This opens a list of all forms in the package and their statuses.
The overall package status is displayed at the top of the page, underneath the package number.
Clicking the View button opens the form for editing and submission. Forms with a Staged status have been signed and submitted and are awaiting submission of the full package.
Submitting a Submission Package
When all required forms have been staged, click the Submit Package button to submit the package for processing.
If no validation errors are found, the package and all staged forms are submitted to the relevant agency.
Revising a Submission
Once a package has been submitted, individual forms may be revised as needed (for example, to respond to a corrections request). To revise a submission, click the Manage Package button for any form. On the Manage Package page, click the View or Revise button to open the form for review or editing. Forms 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 the same way as individual submissions. However, submission packages have additional functionality to simplify navigation between forms and streamline status updates.
Viewing Package Submissions
When viewing a submission that is part of a submission package, a dropdown menu at the top of the page allows for toggling between other submissions in the package.
Permit Workflows
A workflow that creates a new permit may only be added to the package’s primary form. This is to prevent confusion and the inadvertent creation of multiple permits from different forms within the package.
Updating Submission Package Statuses
Submission packages have their own status, distinct from the statuses of the forms within it. The package status is shown in the right sidebar of the Details page for all submissions in the package.
When internal processing for all submissions in the package is complete, click the Update Status button to update the package status.
When a submission package status is changed to Complete, the system validates all the submissions in the package, and the combined validation results are displayed in a validation results list. If no errors are found, the package status and the status of each submission are updated to Complete.
“As Needed - Allow Multiple Drafts” Due Date Type
Submission packages offer an “As Needed - Allow Multiple Drafts” due date type, which allows multiple instances of the same form to be added to a single submission package.
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