Scenario

You’re on an activity in In Review status, reviewing the files in the Files Drawer. After your review, you determine that more information is needed. To request further information, click Transition, located in the Workflow card on the Activity Overview tab.

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Option-1 Option-1

Option 1 - More Information Needed (for supplies with Certifiers)

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5. EGLE cannot resubmit activities assigned to Certifiers. A Certifier must upload the requested information to the activity in Waiting on Applicant status, certify, and Submit to EGLE (this will change the status back to In Review).

6. If a Certifier is no longer available to submit (or you mistakenly picked the wrong transition), click No Certifier Available.

7. This transition will send the activity back to In Review, where you can select a new transition. Continue on to Option 2.

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Option-2 Option-2

Option 2 - Email Supply for More Information (for supplies with no Certifier)

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3. When the water supply emails back, EGLE will need to return to the activity, upload the new information to the Files Drawer, and transition the activity by clicking Information Provided. This will change the status back to In Review.

4. If the water supply establishes a Certifier that can upload documents, click the Certifier Will Upload Files option. This will assign the activity to the Certifier, update the internal status of the activity to Waiting on Applicant and create a task in the Customer Portal for the external user. 

5. The Activity will then proceed down Option 1.  

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Example Example

Example Waiting on Applicant Search

Modify the Activity Types and Subdistricts to fit your needs.

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Trouble Transitioning the Activity?

It may be because there are open tasks in the Customer Portal. Before accepting an activity, make sure all tasks are completed/deleted.

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