City of Acme / Permit life cycle

City of Acme permit workspace

Permit life cycle

Every status a case can hold, and who can move it.

The main path

  1. Draft
  2. Submitted
  3. Ready for review
  4. Approved
  5. Issued

An agent routes a submitted case. Only a person advances, decides, issues, archives or restores it. Every move checks the person’s grant and the case version, and writes an audit record.

Statuses and moves

Draft

The applicant is filling in the form and has saved it. The City does not see it yet.

  • Submit the application leads to Submitted. By Applicant, Data Steward, in Applicant: City website, Apply.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

0 cases

Submitted

The applicant has sent the application. The intake checks run next.

  • Route to early resolution leads to Needs information. By Intake agent (automatic), in Intake agent.
  • Route to review leads to Ready for review. By Intake agent (automatic), in Intake agent.
  • Run application checks leads to Ready for review. By Permit Reviewer, in Permit workspace.
  • Revert the agent recommendation leads to Under review. By Permit Reviewer, in Permit workspace.
  • Approve, or approve with changes leads to Approved. By Permit Reviewer, in Permit workspace.
  • Deny leads to Denied. By Permit Reviewer, in Permit workspace.
  • Request information leads to Needs information. By Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

15 cases

Route to early resolution. A blocking finding, or a finding a person must judge.

Route to review. No blocking finding.

Run application checks. Runs the rule checks on the current revision. It reopens any case that is not issued, returned or archived, including an approved or denied one.

Revert the agent recommendation. Needs a pending agent recommendation. The reviewer takes the case over from the agent.

Example: SYN-APP-002

Needs information

Something is missing, or a finding needs a person’s judgement. The case waits in early resolution.

  • Run application checks leads to Ready for review. By Permit Reviewer, in Permit workspace.
  • Advance to review leads to Ready for review. By Data Steward, in Early resolution queue.
  • Return to the applicant leads to Returned. By Data Steward, in Early resolution queue.
  • Answer and resubmit leads to Submitted. By Applicant, Data Steward, in Applicant: City website, Track.
  • Revert the agent recommendation leads to Under review. By Permit Reviewer, in Permit workspace.
  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
  • Approve, or approve with changes leads to Approved. By Permit Reviewer, in Permit workspace.
  • Deny leads to Denied. By Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

4 cases

Run application checks. Runs the rule checks on the current revision. It reopens any case that is not issued, returned or archived, including an approved or denied one.

Advance to review. Refused while a current, unwaived blocking finding stands.

Answer and resubmit. Versions the case and keeps the first submission date.

Revert the agent recommendation. Needs a pending agent recommendation. The reviewer takes the case over from the agent.

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Example: SYN-APP-621

Revisions requested

A reviewer has asked the applicant to change the plans or answers.

  • Run application checks leads to Ready for review. By Permit Reviewer, in Permit workspace.
  • Answer and resubmit leads to Submitted. By Applicant, Data Steward, in Applicant: City website, Track.
  • Revert the agent recommendation leads to Under review. By Permit Reviewer, in Permit workspace.
  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

0 cases

Run application checks. Runs the rule checks on the current revision. It reopens any case that is not issued, returned or archived, including an approved or denied one.

Answer and resubmit. Versions the case and keeps the first submission date.

Revert the agent recommendation. Needs a pending agent recommendation. The reviewer takes the case over from the agent.

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Ready for review

The intake checks are clear. The case waits in the review queue.

  • Request revisions leads to Revisions requested. By Permit Reviewer, in Permit workspace.
  • Revert the agent recommendation leads to Under review. By Permit Reviewer, in Permit workspace.
  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
  • Approve, or approve with changes leads to Approved. By Permit Reviewer, in Permit workspace.
  • Deny leads to Denied. By Permit Reviewer, in Permit workspace.
  • Request information leads to Needs information. By Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

5 cases

Revert the agent recommendation. Needs a pending agent recommendation. The reviewer takes the case over from the agent.

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Example: SYN-APP-619

Under review

A reviewer set the agent’s recommendation aside and is reviewing the case in person.

  • Run application checks leads to Ready for review. By Permit Reviewer, in Permit workspace.
  • Request revisions leads to Revisions requested. By Permit Reviewer, in Permit workspace.
  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
  • Approve, or approve with changes leads to Approved. By Permit Reviewer, in Permit workspace.
  • Deny leads to Denied. By Permit Reviewer, in Permit workspace.
  • Request information leads to Needs information. By Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

9 cases

Run application checks. Runs the rule checks on the current revision. It reopens any case that is not issued, returned or archived, including an approved or denied one.

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Example: SYNTH-000573

Approved

The reviewer approved the application, with or without conditions. The permit is not issued yet.

  • Run application checks leads to Ready for review. By Permit Reviewer, in Permit workspace.
  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
  • Issue the permit leads to Issued. By Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

39 cases

Run application checks. Runs the rule checks on the current revision. It reopens any case that is not issued, returned or archived, including an approved or denied one.

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Issue the permit. Needs the approved links, the decision, the fee assessment, the payment allocation and reconciliation.

Example: SYNTH-000010

Issued

The permit is issued after the fee is assessed, paid and reconciled. It is never archived, but a record correction reopens it.

  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
More details

394 cases

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Example: SYN-APP-007

Denied

The reviewer denied the application, with a recorded reason. A new validation reopens it.

  • Run application checks leads to Ready for review. By Permit Reviewer, in Permit workspace.
  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

115 cases

Run application checks. Runs the rule checks on the current revision. It reopens any case that is not issued, returned or archived, including an approved or denied one.

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Example: SYNTH-000002

Returned

The City returned the application to the applicant without a review.

  • Revert the agent recommendation leads to Under review. By Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

12 cases

Revert the agent recommendation. Needs a pending agent recommendation. The reviewer takes the case over from the agent.

Example: SYNTH-000111

Withdrawn

The applicant withdrew the application. The app has no withdraw action yet; only seeded history holds this status.

  • Run application checks leads to Ready for review. By Permit Reviewer, in Permit workspace.
  • Revert the agent recommendation leads to Under review. By Permit Reviewer, in Permit workspace.
  • Correct the application record leads to Submitted. By Applicant, Data Steward, Permit Reviewer, in Permit workspace.
  • Archive leads to Archived. By City Administrator, in Permit workspace.
More details

21 cases

Run application checks. Runs the rule checks on the current revision. It reopens any case that is not issued, returned or archived, including an approved or denied one.

Revert the agent recommendation. Needs a pending agent recommendation. The reviewer takes the case over from the agent.

Correct the application record. Records a new revision. It reopens any case that is not returned or archived, including an issued one.

Example: SYNTH-000058

Archived

The City closed the case. A restore returns it to the status it held.

  • Restore leads to the status it held before. By City Administrator, in Permit workspace.
More details

8 cases

Restore. Returns the case to the status it held before it was archived.

Example: SYNTH-000020

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