Viewing a Summary of Business License Activity

You view a summary of activity for a business license on the summary page. Here you get a snapshot of the business license application details, with links to more information about the workflow and fees and payments.

The summary is updated to show the latest transaction activity associated with the business license.

Header Information

The left side of the header displays the address of the business location, along with the Doing Business As detail.

• If the business is physically located within the agency’s jurisdiction, the address is displayed in the header of the summary page and in the Overview page of the business license.

• If the business location is outside the agency’s jurisdiction, which includes mobile businesses, then the header displays the address from the business details page.

The right side of the header displays:

• The license activity

• The business license number with a link to the access the business license page. This link is available only after the license is issued, and not available when the license activity is in the origination status.

• The type of the license application.

• The license status.

The header also shows the physical location on a map.

Tip: As agency staff, you can also assign a specialist on the summary page. Both agency staff and the applicant can add a description of the application.

Viewing Application Details

1. Select the Business License Transactions tile on the Agency Springboard.

2. On the Transactions page, click the row for the selected business license application to open the Activity Summary page.

3. Let’s take a look at some of the details you can review or actions you can take:

   Page Element	Description
   Status	Review the application status.
   Submitted By	Review the name of the person who submitted the application and the date when it was submitted.
   Received Date	Review the date when the license application was received. Agency staff enters the date, which is on or before the submission date, when filling out the intake form on behalf of the applicant. Agency staff can update the received date here on the Overview page. For applicants submitting their application online, the received date field isn’t available in the intake form or on the Activity Summary page.
   Specialist	Review the name of the specialist assigned to the business license application. Only agency staff can assign or reassign a specialist to the application by clicking the Assign or Reassign link, respectively. Click the History icon next to the Specialist field to view a history of assignments. For more information about working with specialists, see Working with Specialists.
   Description	Enter a description of the application by clicking the Add link, or update the description by clicking the Edit link in the Description field. The agency staff or applicant can add or edit a description.
   Effective Date	Review the date the business license becomes effective.
   Expiration Date	Review the expiration date of the application. If the Extend link is available next to the Expiration Date field, agency staff can enter a new expiration date that allows more time before the application expires. Expiration notifications appear below the expiration date. Depending on how the agency set up the expiration rules for the business license type, you might see a notification that the application expires in the displayed number of days. For more information about working with application expiration, see Expiration Overview and Working with Application Expiration.

4. There are also sections with information about the selected application with links to navigate to more detail.

   Page Element	Description
   Applicant	View the applicant’s name and contact information. Click the View Details link to open the Contacts page. For more information about contacts, see Adding Contacts to Applications.
   Workflow	View a list of active and recently completed tasks, including the task status, assignment, last updated date, and number of days in the current status. Click the View Details link to open the Workflow page. For more information about workflow, see Using Workflow.
   Fees and Payments	View the total fees paid, amount due, and the date and amount of the last payment. Click the View Details link to open the Fees and Payments page. See Working with Fees and Payments.