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  1. Click “Administration” under the “User” tab at the top of the page

  2. Click the “App. Status" tab near the top of the page

  3. Click "Add"
  4. Step 1: "Basic"
    1. Enter a relevant name for the App. Status Setup
      1. ex. "Environmental Status" or "Highway Permit Status"
  5. Step 2: "App. Statuses"
    1. May skip or click "Add App. Status" link (Go to App. Status section)
  6. Step 3: "Rules"
    1. May skip or click "Add Rule" link (Go to Rule section)
  7. Step 4: "Dialogs"
    1. May skip or click "Add Dialog" link (Go to Dialog section)
  8. Step 5: "Review"
    1. If you skip the previous three steps, this will be empty
  9. Click "Save & Exit"

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  1. 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)
  2. Click "Add"
  3. Step 1: "Basic"
    1. Name the status
      1. Either name it the same as the base status or provide a custom name
        1. ex. "Assigned to Staff", "Inspections Complete", "Returned to Applicant"
    2. Choose a base status
      1. Approved
        1. Approved implies these date/times are set: Submitted, Approved
      2. Canceled
        1. Canceled implies these date/times are set: Canceled
        2. Canceled applications will not show as options to renew.
      3. Closed
        1. Closed implies these date/times are set: Closed
      4. Exception
        1. Exception implies these date/times are set: Held
        2. Held applications will not show as options to renew.
      5. Incomplete
        1. Incomplete implies these date/times are NOT set: Submitted, Approved
        2. Incomplete also implies no signatures, so moving back to Incomplete will remove signatures.
        3. Incomplete applications will not show options to renew.
      6. Pending
        1. Pending implies these date/times are set: Submitted
        2. Pending is when signatures are obtained.
        3. Pending applications will not show as options to renew.
    3. Note background and foreground colors, if applicable
      1. Default values are noted in the setup to skip or ignore status name background and foreground coloring.
    4. Set the Access Control List
      1. Setting the Access Control for a status will determine which users are able to access the Application while the Application is in that status
  4. Step 2: "Notify Default?"
    1. Choose whether or not you want default notifications to send for this status
      1. Yes: Will always send the default notification
      2. No: Will never send the default notification
      3. Inherit: Will send based on the current system setting in Administration
  5. Click "Save & Exit"

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