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.

Go to the consultation application you are working with, and navigate to the Consultation Outcome page in the application detail pages. In the left navigation panel, expand the Progress menu section and click the Consultation Outcome menu link.

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. On the Consultation Outcome page, click the Add Application (for the first application) or the + Add button to open the New required application drawer and enter values for the following fields:

   Page Element	Description
   Application Type	Select a type of application that you want add from the available options.
   Notes	Enter text, for example, to indicate to the applicant why the particular application is required along with any additional information.

2. Click Add.

Adding a Comment

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

1. In the Comments section on the Consultation Outcome page, click the + Add Comment button to open the Add comment drawer and enter comment text.

   You can use the rich text options for formatting your comment.

2. Click Save.

For more information, see Working with Comments.

Viewing the Consultation Outcome

In the Required Applications section on the Consultation Outcome page, 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.
Linked Applications	View applications linked to this one.
Notes	View the comments included by the specialist regarding the application type.
Status	View the status of the application type. For example, Not Started, In Process, and Inspection. The Not Started status indicates that no application has been created or linked for the identified application type.
Updated On	The date when the application was last updated.
	In the Actions column, click the actions menu button. These actions are available before an application has been linked: Create: Opens the application intake form for the application type. 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 Applications: Opens the Link applications drawer. Select an existing application and click the Link Application button. The Consultation Outcome page lists the application you selected. Delete: Removes the application type from the required applications. You can't delete a required application type that is already linked to an application. Update Notes - Opens the drawer for updating the notes.for the required application type. These actions are available for required application rows with linked applications: Remove Link - Removes the linked application. Update Notes - Opens the drawer for updating the notes.for the required application type.

Note:

The delete and update notes actions are only available only to specialists and agency staff set up with permissions.

In the Review Comments section, view a list of review comments entered by the assigned specialist of your consultation. Only specialists can create and update the review comments.