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1. Notify the external user of the file/activity type error and teach them on how to submit correctly.

   To fix the issue internally:

   1. Transition Goal: Minimize repeat errors and put the ownership of the correction on external user.

2. Fix the erroneous activity by transitioning the activity with the incorrect file/activity type to Closed/Submitted in Error or another end state.

   1. If

      Consistency in workflows is a work in progress; if you think a

      transition option

      fitting activity transition, activity status, or resolution is missing, please submit a help desk ticket.

3. Wait for the external user to submit correctly

   or

   . If the external user needs assistance with creating the new activity, follow the remaining steps to create a new activity for

   the external user

   them.

   1. Leave all files on the original activity, but download copies, which you will put on the new, correct activity type.

      1. Staff may use the submitted date of the original document for compliance

         purpose

         purposes if the only thing wrong with the original submittal was the activity/file type.

   2. Create the proper activity type, upload the downloaded files to the new activity

      and choose

      (choosing the

      applicable

      appropriate file type for

      the document(s)

      each file), and transition the activity from Draft to the next step in the workflow.

   3. Link the original activity to the new activity. For guidance on linking, visit How do I link activities together?

   4. Process the submittal on the new activity.