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Setting up App. Statuses

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.