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Knowledge Center

Business Portal - How to Add New Locations

Purpose Statement

The Add New Address feature allows Business Portal users to add a location when the address needed for an ITM (Inspection, Testing, and Maintenance) report is not already available in the system.

The workflow also helps prevent duplicate locations by checking entered addresses against existing records. New locations are submitted to the selected Authority Having Jurisdiction (AHJ) for approval while allowing the service provider to continue completing the ITM report.

Background Information

All ITM Reports begin by identifying the address where the service was performed. If the appropriate address cannot be found, the service provider can select + Add New Address during ITM report creation.

The system includes address matching designed to help prevent duplicate location records. When an address is entered, the system:

  1. Standardizes the address to improve matching accuracy.
  2. Checks for a matching existing location.
  3. Notifies the user when a 100% match is found.
  4. Creates a new pending location when no match is found.

Address matching can recognize variations such as Street versus St or Avenue versus Ave.

New addresses require AHJ approval. The service provider can continue entering System Information and submit the ITM report while the location is pending, but the AHJ will review the ITM submission after the new address has been approved.

Required Permissions

Based on the provided documentation, users adding new locations need access related to:

  • ITM Report Creation
  • Address Management
  • Location Data Entry

Note: Business Portal users can add pending addresses, but final approval requires the appropriate AHJ administrator access.

Video

Step-by-Step Guide


1. Start an ITM Report

  1. From the Business Portal, select Add ITM.
Click on Add ITM. 
 

2. Search for the Location

  1. Begin by identifying the Address where the service is being provided.
  2. Search for the applicable address.
All ITM Reports begin by identifying the Address where the service is being provided.  
 

3. Add a New Address

If the address cannot be found:

  1. Select + Add New Address.

The new address will require AHJ approval.

 
 

4. Select the AHJ

  1. In the new address modal, select the appropriate AHJ.

The dropdown includes AHJs that are linked to your Business Portal through the My AHJs section.

This action will open up a new modal where you will need to select the AHJ that you are working with.
 

5. Enter the Business Name

  1. Enter the Business Name, if known.

This can be used when documenting a commercial property.

Ability to capture Business Name if known.
 

6. Enter the Address

  1. Enter the address you want to add.
  2. Select the appropriate address information.

The provided workflow indicates that address verification integrates with Google Maps and can be used for residential and commercial properties.

Enter the address you wish to add into the system.
 

7. Add the Location

  1. Review the entered information.
  2. Select Add after completing the required address fields.

The system checks the address against existing locations as part of the new-location workflow.

Click on Add once you have entered all required address fields.
 

8. Review the AHJ Approval Message

After adding the location, a message indicates that the AHJ will review the ITM submission after approving the new address.

If the AHJ approves the address:

  • The new address is added to the system.
  • The AHJ can proceed with reviewing the ITM report.

If the AHJ denies the address:

  • The ITM report is rejected.
  • The address information must be updated before the report is resubmitted.
You will see a message indicating AHJ will only review ITM submission after approval of the new address.
 

9. Continue the ITM Report

  1. Continue adding System Information using the normal ITM workflow.
  2. Complete the remaining report information.

A pending address does not prevent System Information from being added.

You can add your System Information as per normal workflow. Adding a new location will not preclude you from adding your system information for review. 
 

10. Submit the ITM Report

The ITM report can still be submitted while the new address is awaiting AHJ approval.

The AHJ will review the ITM submission after the new address has been approved.

Duplicate Address Prevention

Before creating a new location, the system checks for existing address records.

Address Standardization

The entered address is standardized to improve matching accuracy. This helps identify equivalent addresses entered with different formatting, such as:

  • Street / St
  • Avenue / Ave

Existing Address Match

When the system identifies a 100% match with an existing location, the user is notified rather than creating another location record.

No Existing Match

If no match is identified, the new address is created as a pending location and proceeds through the AHJ approval workflow.

Best Practices

  • Search carefully for an existing address before selecting + Add New Address.
  • Verify the selected address information before adding the location.
  • Include the Business Name when known for commercial properties.
  • Select the AHJ that has jurisdiction over the location.
  • Use complete address information, including applicable unit or apartment information.
  • Continue completing the ITM report while the address is pending approval.
  • Remember that adding an address does not mean the location has been approved by the AHJ.
  • Avoid intentionally creating another location when an existing address is already available under a slightly different format.

Troubleshooting & FAQs

What happens after I add a new address?
The new address enters an AHJ approval workflow. You can continue completing and submitting the current ITM report while the address is pending.

Why did the system identify an existing location when I entered the address differently?
The address matching process standardizes address information and can recognize variations such as Street versus St.

Which AHJs appear when I add a new address?
The AHJ dropdown includes AHJs linked to the Business Portal through My AHJs.

Can I continue completing the ITM report while the address is pending approval?
Yes. System Information can still be added, and the ITM report can be submitted while the new address is pending.

When will the AHJ review my ITM report?
For this workflow, the AHJ reviews the ITM submission after the new address has been approved.

What happens if the AHJ denies the new address?
The provided workflow states that the report will be rejected. The address information must then be updated before resubmitting the report.

How long does AHJ approval take?
The provided documentation does not specify an approval timeframe. Approval timing may depend on the reviewing AHJ.

What if I cannot find the correct AHJ in the dropdown?
Verify that the appropriate AHJ is linked to your Business Portal through My AHJs. The provided documentation does not specify an additional correction workflow.