Working with Specialists

You assign and reassign specialists to a business consultation and license application. Access the specialist assignment history on the Activity Summary page of the license activity or on the Consultation Overview page of the business license consultation application.

The list of available specialists is limited to the agency staff that have the Specialist job function, which is defined on the Agency Staff page. The specialist must also be assigned to the specialist Job Function Attribute for Business License Application Types within the Specialist job function. For more information, see Setting Up Agency Staff.

Assigning a Specialist

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 to open the Activity Summary page or the Consultation Overview page.

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.
If a specialist has already been assigned, you can click the Update Specialist button to select a different specialist.
On the drawer, select the specialist to assign them to the consultation or license application
Click Assign or Update, respectively, to save your selection.

Viewing Specialist Assignment History

You can view the specialist assignment history on the Update Specialist drawer after one or more assignments have been made.

Click the Update Specialist button in the Application section on the Activity Summary or Consultation Overview page.
On the drawer, click the View History button to open the specialist history information.

View a list that includes past specialist assignments, their job title, and the dates they were assigned.
Click the Unassign Specialist button on the drawer to remove the assigned specialist from the license activity or consultation.