Working with Consultation Outcome

Agency specialists determine the applications that are required to be submitted by the applicants, based on the nature of the business license they discuss during the consultation meeting.

Applicants and agency staff review the summary information and comments entered by their assigned agency specialist on the Consultation Outcome page and proceed with creating and linking the required applications. This page is displayed for business consultation applications only.

Adding a Required Application

As an agency assigned specialist you add application types to the Consultation Outcome page, where the applicants can review and take appropriate actions such as linking an existing application or creating a new application.

1. Select Business License Transactions on the Agency Springboard.

2. Select the consultation application record for which you want to add the required applications. The consultation details page opens.

3. Click Consultation Outcome in the left panel. The Consultation Outcome page lists all the required application types added for the submitted business license application.

4. Click the Add button to open the Required Application page and enter values for the following fields:

   Page Element	Description
   Application Type	Use the look-up prompt to select a type of application that you want add.
   Comment	Enter text such as, to indicate to the applicant why the particular application is required along with any additional information.

5. Click Save to return to the Consultation Outcome page. You will now see the row you just created, with a status of Not Started.

Adding a Comment

As an agency assigned specialist you add comments to the Consultation Outcome page, where the applicants can view the detailed information you have entered regarding the consultation meeting outcome.

1. Select Business License Transactions on the Agency Springboard.

2. Select the consultation application record for which you want to add your comment. The consultation details page opens.

3. Click Consultation Outcome in the left panel to access the Consultation Outcome page.

4. In the Additional Comments section, click the Add Comment button to open the Add Comment page and enter text. You can use the Rich Text Editor option for formatting your comment.

5. Click Save.

Viewing the Consultation Outcome

To view the summary information:

1. Select Business License Transactions on the Agency Springboard.

2. Select the consultation application record for which you want to add your comment. The consultation details page opens.

3. Click Consultation Outcome in the left panel to open the Consultation Outcome page.

4. In the Required Application section, view a list of application types that are required for your submitted business license application. Find additional information:

   Page Element	Description
   Application Type	View the type of application required.
   Application	Use the available options: Create: Click to open the Create Application page. The system automatically populates the application form with values copied from the applicant’s consultation application. You can make changes and save or submit the application. Link: Click to open the Link Application modal page. Use the look-up prompt to select an existing application and click Save. The Consultation Outcome page now lists the application you just selected. <Application>: Click to open the Overview page of the linked business license application. : Click to remove the link from the required application type.
   Status	View the status of the application type. For example, Not Started and Inspection. The Not Started status Indicates that no application has been created or linked for the identified application type.
   Comments	View the comments included by the specialist regarding the application type.
   Action	Select an action you want to perform on the transaction: Edit Comments: Click to open the Required Application page and update the comments. Delete: Click to delete the required application type. you can't delete a required application type that is linked to an application. Note: These actions are available only to specialists.

5. In the Additional Comments section, view a list of comments entered by the assigned specialist of your consultation. Only specialists can create and edit the comments.