Details

Details of the submission.

Workflows and Tasks

Workflows and tasks related to the submission.

Documents

Documents related to the submission.

These typically include a PDF version of the submission and its attachments, as well as any documents uploaded or generated by an internal user.

Events

Events related to the submission.

Contacts

Contact information for applicants, consultants, facilities, and other parties associated with the submission.

Program Components

Custom data elements used to capture additional information about the submission.

Holds

Holds placed on the submission.

Holds may be placed at the applicant’s request or when the agency is awaiting information required to process the submission.

Extensions

Extensions granted to the submission processing due date.

This tab is enabled when the Allow Extensions option is selected on the Dates and Deadlines tab of the form. For more information, see the Form Details - Dates and Deadlines Tab page.

Features

Key areas of infrastructure or activity referenced on or regulated by the submission.

Related Forms

Related schedules.

This tab is enabled for schedules and displays the form set in which the schedule appears, along with any other schedules in that form set.

For more information, see the Form Sets pages.

Program Area

The program area that the submission is associated with.

This field is only displayed for complaints.

Action Type

The general purpose of the submission.

Action types can be configured for each form to set processing deadlines, support reporting, and drive other system behaviors.

This field is only displayed if at least one action type has been defined for the submission’s form type.

For more information, see the Submission Action Categories and Types page.

Workgroup

The workgroup to which the processor belongs.

The selected workgroup determines which users appear in the Processor field.

Processor

The assigned processor for the submission.

Available users are determined by the selected workgroup.

Assessed Priority

The submission’s priority level.

This field is only displayed for complaints.

Complaint/Incident Date

The date and/or time the incident was observed by the complainant.

This field is only displayed for complaints.

System Received Date

The date the submission was received by the system.

Received Date Override

A date entered to override the System Received Date.

This can be useful if, for example, a paper copy of a submission is received on a Monday, but the agency processor doesn’t enter it into the system until Wednesday. In this case, the System Received Date field will show Wednesday’s date. The processor can enter Monday’s date in this field to indicate when the application was actually received.

Application Review Complete Date

The date the submission was reviewed.

Application Administratively Complete Date

The date the submission was deemed complete.

This field can be configured to be shown or hidden on the Dates and Deadlines tab of the Form Details page. It is never displayed for complaint forms.

For more information, see the Form Details - Dates and Deadlines Tab page.

Processing Due Date

The agency’s deadline for processing the submission.

The date that appears is automatically calculated based on the configuration of the Dates and Deadlines tab of the Form Details page and cannot be edited.

Depending on configuration, the system may automatically recalculate this date if a user edits or overrides other key dates, changes the submission action type, or adds, updates, or removes a hold on the submission.

For more information, see the Form Details - Dates and Deadlines Tab page.

Complaint/Incident Description

The complaint description provided in the submission.

This field is only displayed for complaints.

Project Name

The name of the project to which the submission relates.

Comments

Any additional information related to the submission that is not covered by other fields.

Version

The submission version number.

Receipt Type

The method by which the submission was received.

Once an initial submission method is chosen, all future versions must use the same method. For example, if the first submission was completed online, the paper-receipt option will be disabled for subsequent versions.

Submitted By

The user who made the submission.

Received Date

The date the submission was received.

Resubmission Date

The date that resubmission is due, if applicable.

Status

The current status of the submission.

To change the status, click the Update Status button. For information on statuses, see the Submissions page.

Manage Submission

A button that opens the Submission Overview page, where the submission can be managed.

Actions that can be taken from the Submission Overview page include requesting corrections, locking a submission for review, revising a submission, printing and downloading a submission, and making payments.

Portfolios

If applicable, the name of the assigned portfolio, with the option to view related submission alerts.

The portfolio name is linked to the portfolio record. For more information, see the Portfolios page.

Site

The name and address of the site to which the submission relates. 

The site name is linked to the site record.

Any site alerts are displayed beneath the site information. For more information, see the Alerts and Manual Alerts page.

Applicant

The applicant’s name and address.

The applicant name is linked to the applicant’s contact record.

If a permit or other type of authorization record is generated from the submission, the applicant becomes the permittee by default. 

Submission Version

A button that opens the Submission Compare page, where revisions of the submission can be compared.

Financials

Fees related to the submission.

The submission reference number is linked to the charge’s Financial Details page.

Related Permits

Permits related to the submission.

The permit number is linked to the permit’s Permit Details page.

View History

A button that opens an audit of changes made to the schedule over time.

For more information, see the Audit History page.

Change Site

A button that launches a process to move the submission to a different site. 

This can be helpful if a submission was submitted for the wrong site.

This feature is only available to users with permissions to change a submission’s site.

Permit change forms and schedules cannot be moved.

Only submissions in an Active status (for example, In Process or On Hold) can be moved.