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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"
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- 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
- Note background and foreground colors, if applicable
- Default values are noted in the setup to skip or ignore status name background and foreground coloring.
- 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"
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