Viewing a Summary of Contractor Registration Activity

You view a summary of activity for a contractor's registration when you access the activity detail pages. Here you get a snapshot of the registration activity details, with links to more information about the contacts, workflow, and fees and payments.

The summary shows the current status of the contractor registration. When the registration is complete, the contractor’s license information is added to the agency's contractor license and business license lists, where the registration expiration and related activities can be managed.

Contractor Registration Header Information

The left side of the header displays the contractor's business address.

• 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:

• Registration Activity.

• The contractor registration number.

• The type of the activity, such as Origination, Renewal, or Amendment.

Viewing the Activity Summary

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

2. On the Transactions page, click the row for the contractor registration transaction 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 registration status.
   Submitted By	Review the name of the person who submitted the registration 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 Activity Summary page. For contractors submitting their registration 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 this contractor registration request. 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 contractor registration request by clicking the Add link, or update the description by clicking the Edit pencil icon in the Description field. The agency staff or contractor can add or edit a description.
   Effective Date	Review the date the contractor registration becomes effective.
   Expiration Date	Review the expiration date of the contractor registration. 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 contractor registration activity with links to navigate to more detail.

   Page Element	Description
   Contacts	View the contractor contact's name and contact information. Click the View Details link to open the Contacts page. For more information about contacts, see Working with Application Contacts.
   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.