Workflow
Initial Interest Phase
User reviews Shared Mobility website and resources
User submits an Expression of Interest
Reviewer reviews and talks to interested provider
If eligible to apply:
Reviewer creates account for user and provider record
Email sent to provider to login
Application Phase
Provider logs into account
Review Shared Mobility Portal page, Get Started
Fills out Application - In "Not Submitted" status
Added all required documents
Submits application
Review Phase
Reviewer get email to review application - now in "Needs Review" status
Starts review process
Review attachments
Changes statuses
Makes comments
Emails provider for corrections
Change status to "In Progress - Pending Action" status
Correction Phase
Provider receives email to make correction on application (ex. re-upload documents)
Provider re-uploads document
Confirms "Action Complete"
Review Corrections Phase
Reviewer get email to review application - now in "In Progress - Complete Action" status
Starts review process
Review attachments
Changes statuses
Makes comments
Emails provider for final document submission (bond & insurance)
Change status to "Pending Approval - Pending Action" status
Final Submission Phase
Provider receives email to upload final submission documents (ex. bond and insurance documents)
Provider uploads documents
Confirms "Action Complete"
Final Review Phase
Reviewer get email to review application - now in "Pending Approval - Complete Action" status
Starts review process
Review attachments
Changes statuses
Makes comments
Emails provider on how to make payment
Change status to "Pending Approval - Pending Payment" status
Permit Team Review Phase
Starts review process
Review attachments
Changes statuses
Makes comments
Clicks Approve button
Fills out pertinent information for building Approval letter
Adding Permits to Provider page
Reviewer needs to add permits to Provider page so that permit areas will show up on Approval letter
Once complete
Change status to "Approve" status
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