...
Click “Administration” under the “User” tab at the top of the page
Click the “App. Status" tab near the top of the page
- Click "Add"
- Step 1: "Basic"
- Enter a relevant name for the App. Status Setup
- ex. "Environmental Status" or "Highway Permit Status"
- Enter a relevant name for the App. Status Setup
- Step 2: "App. Statuses"
- May skip or click "Add App. Status" link (Go to App. Status section)
- Step 3: "Rules"
- May skip or click "Add Rule" link (Go to Rule section)
- Step 4: "Dialogs"
- May skip or click "Add Dialog" link (Go to Dialog section)
- Step 5: "Review"
- If you skip the previous three steps, this will be empty
- Click "Save & Exit"
Adding an App. Status
Anchor | ||||
---|---|---|---|---|
|
This section describes how to add a status to the App. Status Setup. All custom statuses will have a base status of one of the defaults available in our system (Approved, Canceled, Closed, Exception, Incomplete, Pending).
...
- Click "App. Status" next to the App. Status Setup you want to add to on the App. Status Setup page (or click the link on Step 2 from the "Adding a new App. Status Setup" guide)
- Click "Add"
- Step 1: "Basic"
- Name the status
- Either name it the same as the base status or provide a custom name
- ex. "Assigned to Staff", "Inspections Complete", "Returned to Applicant"
- Either name it the same as the base status or provide a custom name
- Choose a base status
- Approved
- Approved implies these date/times are set: Submitted, Approved
- Canceled
- Canceled implies these date/times are set: Canceled
- Canceled applications will not show as options to renew.
- Closed
- Closed implies these date/times are set: Closed
- Exception
- Exception implies these date/times are set: Held
- Held applications will not show as options to renew.
- Incomplete
- Incomplete implies these date/times are NOT set: Submitted, Approved
- Incomplete also implies no signatures, so moving back to Incomplete will remove signatures.
- Incomplete applications will not show options to renew.
- Pending
- Pending implies these date/times are set: Submitted
- Pending is when signatures are obtained.
- Pending applications will not show as options to renew.
- Approved
- Set the Access Control List
- Setting the Access Control for a status will determine which users are able to access the Application while the Application is in that status
- Name the status
- Step 2: "Notify Default?"
- Choose whether or not you want default notifications to send for this status
- Yes: Will always send the default notification
- No: Will never send the default notification
- Inherit: Will send based on the current system setting in Administration
- Choose whether or not you want default notifications to send for this status
- Click "Save & Exit"
Adding a Rule
Anchor | ||||
---|---|---|---|---|
|
This section describes how to add a rule to the App. Status Setup. Rules will determine when to automatically move an Application from one status to the next. Not all statuses need to have a rule but the ones that don't will have to be manually moved to by an employee from within the application.
- Click "Rules" next to the App. Status Setup you want to add to on the App. Status Setup page (or click the link on Step 3 from the "Adding a new App. Status Setup" guide)
- Click "Add"
- Step 1: "Basic"
- Choose which status to move the application from
- Choose which status to move the application to
- Choose what triggers the move from App. Status A to App. Status B
- Step 2: "Trigger Options"
- The fields available on this step will vary based on what you choose for the trigger on the previous step but also have instructions based on what information needed
- Please contact Support@rtvision.com for specific questions on this step
- Step 3: "Notify Default?"
- Choose whether or not you want default notifications to send for this status
- Yes: Will always send the default notification
- No: Will never send the default notification
- Inherit: Will send based on the current system setting in Administration
- Choose whether or not you want default notifications to send for this status
- Click "Save & Exit"
Adding a Dialog
Anchor | ||||
---|---|---|---|---|
|
This section covers how to add a dialog. A dialog will allow a user to move an application from one status to another by clicking an icon on the dashboard page. Examples include an applicant being able to cancel a pending review application or an employee moving an application from Active to Filed.
...