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From the “Home” page: https://atd.knack.com/smrt#home/
You can view provider license by clicking under “Account Details” tab and selecting My License
This page is specifically for the Providers (if/when they are granted access to the system)
They would be able to see:
Bonds: What bonds they have and when they are expiring
Insurances: What Insurances they have and when they are expiring
Provider Contacts: Who is listed as the provider contact for the company
Active Permits: Any permits that are in "Active" statuses
Expired Permits: Any permits that are in an "Expired" status
The provider has not submitted their application yet
This does not appear on the Reviewer Dashboard unless you filter for "All".
The provider has submitted their application and requires review by staff
This will be when an email is generated to the resource account
When a reviewer has completed a review and needs a customer action to take place (ex. re-upload documents)
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
Provider logs into account
Review Shared Mobility Portal page, Get Started
Fills out Application - In "Not Submitted" status
Added all required documents
Submits application
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
Provider receives email to make correction on application (ex. re-upload documents)
Provider re-uploads document
Confirms "Action Complete"
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
Provider receives email to upload final submission documents (ex. bond and insurance documents)
Provider uploads documents
Confirms "Action Complete"
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
Starts review process
Review attachments
Changes statuses
Makes comments
Clicks Approve button
Fills out pertinent information for building Approval letter
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
The reviewer will need to mark the:
Attachment Status,
Attachment Comment (optional)
Change Status
Add Reviewer Comment (where you can add custom text for provider) or
Send "Pending Action" Email (default response)
The provider has re-uploaded their documents and re-submitted their application and requires review by staff
This will be when an email is generated to the resource account to require an initial review by staff
When a reviewer has completed a review and needs a customer action to take place (ex. upload final submission documents)
The reviewer will need to mark the:
Attachment Status,
Attachment Comment (optional)
Change Status
Add Reviewer Comment (where you can add custom text for provider) or
Send "Pending Action" Email (default response)
The provider has re-uploaded their surety bond and insurance documents and re-submitted their application and requires review by staff
This will be when an email is generated to the resource account to require a final review by staff
When a reviewer has completed the final review and needs a customer to make payment
The provider has submitted their payment and requires review by permit team staff
You will want to keep the application in this status until you have added the permits to on the Provider page so that their Approval letter will populate
The reviewer has added the permits on the Provider page and would like the provider to view their Approval Letter
This status is when the application has not been submitted and reached an Approval state
The status when a provider has decided not to continue to purse a license application.
Go to Provider
Click into Provider details
Click Create Invoice
Click + Add Invoice Item
Select Provider
Select Transaction Type - Permit Fee
Select Permit (from drop down)
Change Invoice Description to renewal period (ex. 06/01/25 - 12/01/25)
Click Invoice to get PDF version
When Provider has paid, you can then Renew
Click the renew icon in Renew field
When permits are completed
Scroll to the bottom of the page
Click Start License Renewal Process
LICENSE STATUS
DESCRIPTION
ACTIVE
The license has been deemed active by the SMO Team
PENDING APPROVAL
The license is under review of the SMO Team
NOT OPERATIONAL
At times the provider/SMO Team decide that the provider is to not do any business and will "freeze" the status of the license and all the current permits associated to a provider.
PERMIT STATUS
DESCRIPTION
ACTIVE
When SMO Team has added a permit to a provider and that provider is able to do business in the specified area with the specified number of units
EXPIRED
The permit has expired due to the permit not being renewed
NOT OPERATIONAL
At times the provider/SMO Team decide that the provider is to not do any business and will "freeze" the status of the license and all the current permits associated to a provider. This status is when the license has become "Not Operational"
This page is intended to be a quick summary page to review various information like number of active permits, expiring licenses, permits, track expiring bonds, insurances and impound fees.
The overall workflow is:
A user creates a provider record/license record.
User creates permits for provider and specifies the quantity of units and location
User creates Bonds, Insurances records
Monthly Trip fees are generated, Impound fees are created (if applicable)
An invoice is created, the user adds Invoice Items to generate the line items for the invoice
User sends invoice to providers
Provider pays invoice
SMO team user updates invoice and tracks payment dates
About Licenses & Permits
Home Page
Providers
Fees/Payments
Trip Data
Reports
My License
A license is tied to a provider account. This is where the license start and end period can be entered. These dates will be the primary start/end dates to the permits associated to the provider.
A provider can hold multiple permits. A permit must be issued if the provider is choosing to deploy devices in a different geographic area. If they decide to change the amount of devices and/or the geographic area a new permit must be issued.
Ex. 100 devices in DAPCZ
the provider DOESN'T want to change the location or number of devices, than this permit can be renewed.
the provider DOES want to change either the location or the number of devices, a new permit needs to be created
Provider wants to add 50 more units to a geographic area - 150 in DAPCZ
Provider wants to deploy 100 units in new zone, Zone 1 - 100 in Zone 1