Completing and Submitting Forms
Overview
Submission records are created when a draft form is started by a registered user or configured through a schedule. External users (or internal users on behalf of external users) complete and submit forms to provide required information for applications, complaints, schedules, permit changes, and service requests.
Starting a New Form
To start a new form:
Navigate to the site for which the form is being submitted.
Click the Start a New Form option from the site navigation menu.
Select from the options displayed to view a list of forms filtered by that selection. Options vary depending on the site’s permits and schedules.
Locate the correct form, then click the Begin button next to it.
A filter at the top of the list can be used to narrow the forms displayed. The filter applies to all text on the page, including the form name, site name, form description, and program area.
For permit change forms, if multiple permits have the same form available, be sure to select the form associated with the correct permit number.
Reasons a Form May Not Be Available
If a particular form option is not available, note the following:
Only active forms appear in the list.
Certain permit change forms are only available for specific permit categories or types. If one of those permit categories or types is not selected in the form configuration, it will not appear in the list.
Not all forms are available for every site. If an external user has access to multiple sites and cannot find their desired form, they may have selected the wrong site.
Some forms may be restricted to specific external users (for more information, see the Limiting Access to Forms and Submissions page).
Submitting a Form
Clicking the Begin button on the forms list page opens the form overview, which includes the form name, form version, general instructions or information, frequently asked questions, contact information, and additional links. Review this information to confirm the correct form has been selected, then click the Begin Form Entry button to start the form. This also generates a draft submission record.
Complete all required and applicable fields. A form cannot be submitted until:
Each section has been viewed at least once.
All required fields have been completed.
Any necessary security levels have been obtained by the submitter.
When ready, click the Submit Form button in the Certify & Submit section of the form.
An in-process form can be saved and completed later by either clicking the Save Progress button and exiting the browser or by clicking the Save and Exit button in the Certify & Submit section.
To return to the form, navigate to the draft submission record and click the Continue Draft Submission button in the right sidebar of the Details tab.
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