Business License Workflow

Workflow Tour Workflow Actions : From the Workflow Actions button you can bulk assign steps to a user. Completed Steps : Completed steps have a checkmark next to them. If you have permissions in the system, you can reopen a com...

On an open/active workflow step in the workflow: Click the status name (a) Update the workflow status (b) Assign or reassign the workflow step (c) (Optional) Add a note that will be logged in the Step History (this is an int...

In the Business License workflow, click the assigned to link to assign any workflow step: Select the user to assign the workflow step to, then click OK When the step is open/active, the step will show up in the user's ...

⚡ FYI: To use this feature, a permission must be enabled first To have the ability to reopen a workflow step, you must be granted permission in the system. If you require this functionality, please reach out to support@co...

Send a Workflow Notification Click an open workflow step status Select Add Email Notification Complete email notification form Select an email recipient or Manually enter an email address You can edit the...

This feature is available in both Permit , Planning Workflows and Business License Workflows . Some workflow steps may require fees to be assessed or payments to be made. This often happens in the "Permit Issua...

This feature is available in Permit, Planning, and Business License Workflows. When a document has automatically been generated (like the permit document, inspection card, certificate of completion, certificate of oc...