How do I run the annual renewal process for haulers?

Owned by Adrienne Schafer
Oct 20, 2023
1 min read

The annual renewal process gets run around mid-October every year. At this time, a KL&A Operations ticket must first be created to get a list of all those eligible for renewal.

Confirmation Steps

  1. Verify the number of renewals for accuracy (based on the spreadsheet provided from KL&A).

  2. Verify the number of Haulers with Land Application Sites.

  3. Verify prior year activities are complete. There should not be any that show Application Sent instead of Closed.

  4. Verify document templates are accurate and have accurate dates. This is very important! Preview them from System → Maintenance → Templates against applicable Haulers from renewal list.

Process Steps

  1. Update the title of the SH Business License Renewal Application activity type and workflow to the current year.

  2. Re-use or create a new transition to cover haulers with the number of land sites.

 

  1. Manually initiate an activity for each hauler and transition it according to how many Land Application Sites that it has. The spreadsheet will help indicate what path to take. Transitioning to Application Sent will mark all generated documents as Final.

  2. Download and mail/email the renewal packets.