Editing an Application

Application Information Screen

Fields

Buttons and Links

Security

An applicant can save and edit a draft application as often as needed until it has been submitted. After submission, certain information can be updated during the receiving and review process.

Business partner applicants can modify only Phone number and Email Address fields prior to submitting an application and are able to search and select a new applicant by clicking the BPID search icon.  They can also Clear the Applicant Information screen and select a new applicant by clicking the BPID search icon.  They can also Clear the Applicant Information screen and select or enter information for a new applicant.

Co-applicants and engineering firms have no access to modify applicant information.  

Receivers can modify business partner applicant's Phone Number and Email Address.  The Receiver also has access to both the Clear button and the BPID search icon.  The Clear button clears all data from screen fields to allow manual entry of applicant information. The BPID search icon allows the Receiver to search for a new business partner applicant for the application. Receivers have the ability to modify fields on applications that have been "received" until their review status for the application is "Complete".

After the initial Create Application screen is completed and saved, the Application Information screen is used for editing, except for Minimum Use Driveway applications, which use the Create Minimum Use Driveway Application screen. The information from the most recently saved version appears in the fields; however, certain fields may not be available for editing, depending on the application's status and the individuals assigned role.

To complete an application the following application information sections must be completed:

·        Application Information

·        Applicant Team

·        Application Identification

·        Locations and Work Descriptions

·        Attachments

To edit an application:

  1. From the main Portal, use the Application Search to locate the application by number, or use the application Search to locate the Application.

  2. The Application Information screen appears. Click Edit to change information.

  3. In the Application section, edit all fields specific to the applicant, such as name, address, business partner ID, and contact information.

  4. In the Application Details section, edit all fields specific to the permit type, such as district, county, and municipality.

  5. Click Save to save the information and continue editing. Click Save & Exit if complete.

  6. Click the links as needed to view or edit additional information, such as Application Identification or Application Attachments.