Copying an Application

Agency staff and applicants can copy existing permit, planning applications or business licenses into new ones using the Copy Application option. You select which attributes to copy from the source application.

Applicants can copy their own applications from the Applications page. Agency staff with the appropriate access can copy applications from the Transactions page.

To copy an application:

1. Select the Permits, Planning Applications or Business Licenses tile on the Agency Springboard.

2. On the Transactions page, find the permit, planning application, pre-application or business license that you want to copy.

3. Click the Actions icon in the row of the application you want to copy.

4. Click the Copy Application action.

5. On the Copy Application page, review the details and make any changes to the field values:

   Page Element	Description
   Copy From	Displays the application ID and the application type of the source application.

   Use the Copy To section to enter values:

   Page Element	Description
   Applicant	Search for and select a different applicant if you don't want the source applicant to be the applicant for your new application. The source applicant is the default selection. Note: Registered public users can't change the applicant.
   Application Type (enterable)	Select the application type for the new application. The application type from the source application is the default value.
   Description	Review and optionally modify the description of the source application to create the description for the new application.

6. Use the Copying section to control which information gets copied to the new application.

   Note: Custom fields in the intake form are not controlled by these options. If the new application type is the same as the source application type, then data from custom fields is always copied. Custom data is not copied when the application types are different.

   Page Element	Description
   Application Details	Select this check box to copy application data from predefined field groups other than the ones that are controlled by separate check boxes (that is, field groups other than property, contacts, contractor, and authorized agents). If the new application type is different from the source application type, copying only occurs for sections that exist in both the application types.
   Contacts	Select this check box to copy contacts from the source application. If the new application type doesn’t include the Contacts predefined field group, contact information is not visible in the intake form, but it’s still copied to the new transaction.
   Contractor	Select this check box to copy contractor and authorized agent information from the source application. Copying adds the contractor license number to the new application. If the license number exists in the main contractor records, then the rest of the contractor data is pulled from the main records into the new application. If the license number doesn’t exist in the main contractor records, then all data is copied from the source application. The authorized agent data indicates if the applicant is an authorized agent for the contractor. The logic for copying this data depends on how the applicant information is handled: If a public user copies an application, and the user’s account profile indicates that the profile is for a contractor, the authorized agent data is copied. If agency staff copies from a planning pre-application to a regular application, the applicant information and authorized agent data is copied. If agency staff copies from a regular application to another regular application, the applicant information is not copied, and therefore the authorized agent data isn’t copied. If the new application type doesn’t include the contractor and authorized agent predefined field groups, the data is not visible in the intake form, but it’s still copied to the new transaction.
   Property	Select this check box to copy the property information from the source application. If the new application type doesn’t include the Property predefined field group, property information is not visible in the intake form, but it’s still copied to the new transaction.

7. Click Copy Application. The new application intake form opens.

   You can view this form in either a Single-Page View or Multi-Page View of the sections. In the new application intake form, you can see the information copied from the source application. You can also add further details to the new application. The intake form contains a Fee Summary section that displays the types of fees and the total fees associated with the new application.

   The Contact Details section displays the contact information that is copied over from the source application. If you selected a new applicant in the Copy To section, then the contact list in the new application adds the new applicant as the primary contact. If you retained the source applicant, the contact list adds the source applicant as the primary contact. The primary contact has the same application access as the applicant regardless of the access defined for their contact type.

   From the Review page, you can take a final look at the application before submitting. You can use the Edit button in each section to enter any missing information and submit the form.