Applicant Team Information Screen Fields

Applicant Team Information Screen

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Security

Building an Applicant Team

 

Name

Required
Optional
Conditional

Edits/Business Rules

Applicant/Owner

R

Populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

Address Line 1

R

Populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

Address Line 2

O

If existing, Populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

City

R

Populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

State

R

Populated from selected application; can be modified by applicant until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

Postal Code

R

Populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

Paper Application Number

O/R

Required if existing; populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

Business Partner ID

R

Populated from selected application; cannot be modified.

Phone Number

R

Populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned.

Ext. (Phone)

O

If existing, populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

Fax Number

O

If existing, populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewer can modify until review is complete.

Email Address

R

Populated from selected application; can be modified by applicant, co-applicant, and engineering firm until Submit. Receiver can modify until reviewers are assigned. Reviewers can modify until review is complete.

Co-applicant Info Section

O

Click Edit to access the Selection screen for co-applicants. Selection field to add co-applicants to the application.

Engineering Firm Info Section

O

Click Edit to access the Selection screen for engineering firms. Selection field to add engineering firms to the application.

Additional Contact Info

O

Free-form text field. Click Edit to add additional contact information for the current application.

Related License or Permit Info

O

Free-form text field for BOL only. Click Edit to add information on the permit associated with this license, or with other licenses or permits.

Search Criteria Window – Co-applicant and Engineering Firm Selection

First Name

O

Type the desired characters in the field to restrict the search. The asterisk (*) can be used as a wild card.

Last Name

O

Type the desired characters in the field to restrict the search. The asterisk (*) can be used as a wild card.

BP ID

O

Type the desired characters in the field to restrict the search. The asterisk (*) can be used as a wild card.

Business Partner (name)

O

Type the desired characters in the field to restrict the search. The asterisk (*) can be used as a wild card.