Details

Basic submission details.

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 related to the submission.

Program Components

Additional custom data elements related to the submission.

Holds

Holds that have been placed on a submission, either at an applicant’s request or when the agency is awaiting information required to process the submission.

Features

Geographically located items referenced on or regulated by the submission.

Related Forms

Other submissions related to the submission being viewed.

Program Area

The program area to which the submission belongs.

This field is only displayed for complaints.

Application Request Action Type

Available action types for the submission.

Action types can be configured for each form and are used to set processing deadlines and support reporting.

This field is only displayed if one or more action types have been defined for the submission’s form type.

Assigned Workgroup

The workgroup to which the assigned user belongs.

The workgroup selected determines the list of available users in the Assigned User field.

Assigned User

The assigned processor for the submission.

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 when the submission was determined to be complete.

This field can be configured to be displayed 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.

This field is read-only. The date that appears is automatically calculated based on the configuration of the Dates and Deadlines tab of the Form Details page.

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.

Submission Versions

Version

The submission version number.

Receipt Type

The type of submission receipt (for example, “Online”).

Submitted By

The user who submitted the version.

Received Date

The date the version was received.

Resubmission Date

The date that resubmission is due (if designated).

Status

The current status of the submission.

Update Status

A button that opens a dialog to change the submission status.

Manage Submission

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

Portfolios

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

Site

The name and address of the site to which the submission relates. Any site alerts are displayed beneath the site information.

The site name is linked to the site record.

For more information about site alerts, 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.

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 Financial Details page for a given charge.

Related Permits

Permits related to the submission.

The permit number is linked to the Permit Details page for the permit.

Other Actions - Change Site

The option 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.

Other Actions - View History

A button that opens a panel displaying all edits to the record, including who made each edit and when.

For more information, see the Audit History page.