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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The Transition for More Information Needed.

There are two routes for More Information Needed.

1. Option 1 - More Information Needed (for entities with Contributors)

2. Option 2 - Email Owner for More Information (for entities without Contributors).

1. Click More Information Needed if the entity has a Contributor in the system.

2. This transition option will assign the activity to a Contributor and a task will be created for the external user.

   1. Remember to send a Message in the Portal to communicate what revisions/information is needed.

3. Note the internal status of the activity changed to Waiting on Applicant.

   1. Externally, the status is More Information Needed.

4. EGLE staff need to create a Saved Search/Dashboard item to look for things in the Waiting on Applicant status. See example below.

   1. No tasks or assignments for EGLE are created when the activity is transitioned to the Contributor. The dashboard search will help keep track of items EGLE is still waiting on.

5. A Contributor must upload the requested information to the activity in Waiting on Applicant status and Resubmit (this will change the status back to In Review).

6. If a Contributor is no longer available to submit (or you mistakenly picked the wrong transition), click Information Provided.

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

1. Click Email Owner for More Information if the entity does not have a Contributor in the system.

   1. This transition option keeps the activity assigned to EGLE and EGLE must call/email the entity for more information.

2. Note the status of the activity changed to More Information Needed.

   1. Optional: you could create a Saved Search to track items in the More Information Needed status, but the activity will remain in the assignee’s activity list.

3. When the owner calls/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 entity establishes a Contributor that can upload documents, click the Assign to Contributor 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.  

To see all the activities that are waiting on a Contributor for more information, search by the “Waiting on Applicant” Activity Status (Modify the Entity and Activity Types to fit your needs).

This search will display the activities that are assigned to a Contributor.

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Waiting on Applicant Search Requirements

To see all the activities that are waiting on an Internal User for more information, search by the “More Information Needed” Activity Status (Modify the Entity and Activity Types to fit your needs).

This search will display the activities that are assigned to an Internal User.

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Need More Information Search Requirements

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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Tasks need to be marked Completed before the activity can be resubmitted to the state.