Working with Application Acceptance
Use Application Acceptance to review submitted Permit and Planning and Zoning applications and determine whether they are ready for further processing or requires corrections from the applicant.
Depending on your agency’s configuration, Application Acceptance can be performed manually by agency staff, with AI assistance and agency staff review, or automatically by AI without agency staff review based on configured outcomes.
Understanding Application Acceptance Processing
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Processing method |
Description |
|---|---|
|
Manual Review |
No AI agent is configured. Agency staff review the application and enter verification information manually. |
|
AI-Assisted with Agency Staff Review |
AI agent evaluates the submitted application and provides verification results. The application remains in Submitted status until agency staff review the results and determine the next action. |
|
Automated AI-Assisted Review |
AI agent evaluates the submitted application and applies the configured outcome without requiring agency staff review. If the agent identifies errors or missing information, the application can move to Awaiting resubmittal. If the agent doesn't identify errors, the application and workflow can advance to the configured next state. |
Reviewing Verification Results
Use Review Verification to review verification results and comments for an application. The verification can be generated by an AI-assisted application verification process or entered manually.
You can access Review Verification from these locations:
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On the permit or planning application details page, select More Actions, then select Review Verification.
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On the Permits Worklist, select the My Tasks tab. Locate the applicable Application Acceptance task, select Actions, and then select Review Verification.
The action is available based on your security access and the application status. It is available for applicable Application Acceptance tasks when the application is in Submitted or Awaiting resubmittal status.
When you select Review Verification, the Application verification drawer opens and displays the current verification results and notes. When previous verification results are available, the drawer includes Current and History tabs.
Select the History tab to review verification results and notes from previous Application Acceptance reviews. Each history entry displays the date and time of the update, a summary of the verification notes, and the name of the person who updated them. Select the date and time hyperlink to open the Application verification dialog and view the complete verification notes for that entry. You can select Copy to Clipboard from the History tab or the Application verification dialog to copy the verification notes.
Historical verification notes are read-only and can't be edited. To review or update the latest verification notes, return to the Current tab.
Review the information and determine whether the application is ready for further processing or requires corrections. Depending on your access, you can update verification comments and request resubmittal.
AI-assisted verification results are recommendations. Agency staff review the results and determine the appropriate action.
Requesting Resubmittal
Request resubmittal when the applicant must correct or provide additional information.
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Open Review Verification for the application.
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Review the verification results and comments.
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Update the verification comments as needed.
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Select Request Resubmission.
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Confirm the request.
The application status changes to Awaiting resubmittal. The system triggers the applicable Business Rules Framework event: Request Resubmit Permit Application for permit applications or Request Resubmit Planning Application for planning and zoning applications. Agencies can configure these events to send a communication notifying the applicant that corrections are required.The applicant can review the request, update the application in intake, and resubmit it.
For details on configuring business rules, see Setting Up Business Rules.
For information about resubmitting an application, see Resubmitting an Application. For details about updating contacts and contractors in applications awaiting resubmittal, see Working with Application Contacts and Working with Contractors and Agents in Applications.
When the applicant resubmits the application, the application returns to Submitted status. If AI-assisted verification is configured for the application type, the AI agent runs again.
If verification is complete, the application moves to In process, the Application Acceptance task is completed, and the next workflow task begins.