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 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.

Top-Level Information

The left side of the top-level information displays the address of the business location, along with the Doing Business As (DBA) detail. Here are some considerations:

• 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 top-level information 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 isn't available when the license activity is in the origination status.

• The type of the license application.

• The license status.

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

Go to the License Applications page. One way to do that is to select the Business License Transactions tile on the Agency Springboard.

On the License Applications list page, click the row for the selected business license application or consultation to open the license activity details.

Here are some of the details you can review or actions you can take on the Activity Summary or Overview page, depending on the license type.

Recommendation Cards

Page Element	Description
Balance Due	Displays the fee that is due for the acitivity. Click the Pay Fees button to open the Pay fees drawer, where you can select fee items and continue to the payment pages.

Application Section

Page Element	Description
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 summary 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	Assign a specialist to the consultation, registered contractor, or business license application, by clicking the Assign Specialist button when a specialist hasn't been assigned yet. After a specialist is assigned, registered users view one of the following details, depending on agency setup. Specialist’s name and their email No detail (the Specialist field isn't displayed) Specialist’s name only Specialist’s name and a general email of the agency Reassign a specialist by clicking Update Specialist. Only agency staff can view the specialist’s name and assign or reassign a specialist. For more information, see Working with Specialists. Agency administrators configure the specialist display options on the Agency Information – Business License Options page. See Setting Up Agency-Level Options for Business Licenses.
Description	Enter a description of the license activity by clicking the Update Details button. The agency staff or applicant can add or update a description.
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.

There are also sections with information about the selected application with links to navigate to associated records and more detail, where applicable.

Other Sections on the Summary Page

Page Element	Description
License and Business Information	Click the License ID link to go to the license record details. Click the Legal Name link to go to the business record details. View the license period and license status.
Contact	Here's the contact information available in this section: View the applicant’s name and contact information. Primary Contact - Including the primary contact's phone, email, and address. Applicant Click the View Details button to open the Contacts page. For more information about contacts, see Working with Application Contacts.
Inspections	Displays inspection summary information like this: Scheduled count Completed count Passed count Failed count Next Inspections Click the View Details button to open the Inspections page. For more information, see Managing Inspections for a Business License Application.
Fees and Payments	View the total fees paid, amount due, and the date and amount of the last payment. Click the View Details button to open the Fees and Payments page. For more information, see Working with Fees and Payments.