Purpose Statement
Account settings within the Business Portal allow users to customize which notifications they receive for Inspection, Testing, and Maintenance (ITM) submissions.
Configuring these settings helps users stay informed about submission activity, actions taken by their Authority Having Jurisdiction (AHJ), rejected submissions, system status updates, and other important events.
Background Information
Business Portal notifications help users monitor ITM submission activity without having to manually check each submission for updates.
Users can select which events they want to be notified about and update these preferences at any time from Account Settings.
Required Permissions
The transcript does not identify a specific First Due permission required to manage Business Portal account notification settings.
The user must be able to sign in to their Business Portal account and access Account Settings.
Video
Step-by-Step Guide
1. Sign In to the Business Portal
Navigate to the Business Portal and sign in to your account.
2. Open the Account Menu
Once signed in, select the first logo at the top of the Business Portal.
Navigate to the bottom of the menu where your name is displayed.
Select the three-dot menu to the right of your name.
3. Open Account Settings
From the menu, select Account Settings.
4. Configure My ITM Submission Notifications
Locate the notification settings for My ITM Submissions.
Select the notifications you want to receive for your individual ITM submission activity.
Available notification types shown in the workflow include:
- Submission received
- Submission rejected
- System Status Updates (Including Resolved)
5. Configure Business-Wide ITM Notifications
Locate the settings for All ITM Submissions for Your Business.
Select the notifications you want to receive for ITM submission activity across the business.
These settings may be useful for managers or other users who need visibility into business-wide ITM submission activity.
6. Save Your Changes
After selecting your preferred notifications, select Save.
Best Practices
- Enable notifications that are relevant to your responsibilities within the business.
- Consider business-wide ITM notifications if you are responsible for monitoring submissions across the organization.
- Enable rejection notifications so that required follow-up actions are not missed.
- Use system status notifications to stay informed about unresolved items and other applicable status updates.
- Review your notification preferences periodically to ensure they continue to match your responsibilities.
- Always select Save after changing notification settings.
Troubleshooting & FAQs
Why am I not receiving notifications about my ITM submissions?
Open Account Settings and verify that the appropriate notifications under My ITM Submissions are selected. After making changes, select Save.
What is the difference between My ITM Submissions and All ITM Submissions for Your Business?
My ITM Submissions relates to your individual ITM submissions. All ITM Submissions for Your Business provides notifications for submission activity across the business and may be more appropriate for users with manager-level responsibilities.
Can I receive notifications when a submission is rejected?
Yes. A notification option is available for rejected submissions. Enable the applicable setting and select Save.
What are system status update notifications?
Based on the workflow provided, system status updates include unresolved items associated with ITM submissions.
Why didn't my notification preferences change?
Verify that you selected Save after updating your notification settings. Changes may not be retained if you leave the page without saving.
Can I change my notification preferences later?
Yes. Return to Account Settings and modify the applicable notification selections, then select Save.