Navigate around Application Tracker

Owned by Former user (Deleted)
Last updated: May 28, 2018 by Linda MacDonald (Unlicensed)

  1. Navigate to Access permits > Application Tracker from the home page via the blue tile or the side navigation bar.




  2. All saved permit applications for the active account will be listed.

    To view Permit Applications by their status, select the tabs at the top – All, Draft or Submitted, or change the order of the list by clicking on the column headers. This will re-sort the list on that parameter.

  3. Scroll through the list or use the drop-down filters to find a permit application.

  4. Select Tab Options> to change columns, clear filters or export information.



Search and Filters

Use the drop-down under each column to search / filter application list.

Click on the column headers to sort the list on that parameter.

 

Create a custom view of the available information by adding a custom tab.



  1. Select Add Tab to create a custom tab.
  2. For more information view Getting Started > Tabs and Tables.

Use the drop-down Tab Options menu to change columns in the current view, clear filters or export vehicle configuration information.


  

This function allows bulk updating. For example, archiving multiple permit applications.

This option is only active when one or more of the applications is selected.


  1. Select drop-down Actions to view options.

  1. Select New Application.
  2. Enter a reference, click OK.
  3. A New Permit Application will open.
  4. Follow the 6 step process at the top of the page to complete the Permit Application. 

For more information about how to complete the 6 Step permit application process, see Apply for a permit.

Using consistent naming conventions will make it easier for you and your team to find permit applications in the future. See Naming conventions for Permit Applications

  1. Select Amend, Renew or Cancel button.
  2. Enter reference, click OK.
  3. An Amend / Renew / Cancel Permit Application will open.
  4. Follow the process at the top of the page. 

  1. Select the icon as per below to copy, view or update a permit application (to the far right of the permit application row).

     Icon Actions

    		Copy Application

    		View Application


    		Update Application