Setting up App. Statuses

This guide will go over how the App. Statuses work and how to set up a new status.

Adding a new App. Status Setup

An App. Status Setup contains a grouping of statuses, Rules, and Dialogs. This grouping allows you to be able to set up different series of statuses for different App. Groups.

  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"


Adding an App. Status

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).

NOTE: If you want to use statuses from the default, create a status for it and name it the same as the base.

  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"


Adding a Rule

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.

  1. 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)
  2. Click "Add"
  3. Step 1: "Basic"
    1. Choose which status to move the application from
    2. Choose which status to move the application to
    3. Choose what triggers the move from App. Status A to App. Status B
  4. Step 2: "Trigger Options"
    1. 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
    2. Please contact Support@rtvision.com for specific questions on this step
  5. Step 3: "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
  6. Click "Save & Exit"



Adding a Dialog

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.

  1. Click "Dialog" next to the App. Status Setup you want to add a Dialog to on the App. Status Setup page (or click the link on Step 4 from the "Adding a new App. Status Setup" guide)
  2. Click "Add"
  3. Step 1: "Basic"
    1. Choose which status to move the application from
    2. Choose which status to move the application to
    3. Choose the type of dialog
      1. Yes/No Form confirms the user wants to proceed with a simple Yes/No. Collects no data.

      2. Simple Form shows as a pop-up/modal dialog. It is limited to one step, but the fields are customizable. Data is collected and may be viewed from tabs on the view page.

    4. Set the Access Control List
      1. A person with Write access may:
        • Use this dialog.
      2. A person with Read access may:
        • View the data collected by this dialog, if the dialog collects data.
      3. A person with Delete access may:
        • Delete the data collected by this dialog, if the dialog collects data. An option to delete will appear where the collected data is listed.
    5. Choose the Icon used by this dialog
      1. This Icon is what shows on the dashboard to initiate the dialog
    6. Enter the name of the dialog
  4. Step 2: "Type Options"
    1. Enter the text you want the person using the dialog to see
      1. ex. "Are you sure you want to...?"
    2. If "Simple Form" was chosen on Step 1 c, choose an App. Type to use in the dialog
  5. Step 3: "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
  6. Step 4: "Preview"
    1. This step allows you to view what this dialog (both the icon and the pop up after clicking) will look like from a user's perspective
  7. Click "Save & Exit"