Business Portal - How to Create and Submit an ITM Report
Purpose
Follow the steps to create a new ITM report, select a location, enter system details, attach files, and submit to the AHJ. This tutorial covers everything from draft to submission.
Video
Instructions
1. Sign In to the Business Portal.
2. Ability to filter list and pare down information. Click on Filter to see options.
3. Select filtering criteria to narrow your search down.
4. Click on Columns to customize the visible columns in your ITM List.
5. To create a new ITM Report click on "Add ITM".
6. Enter the address for the location you are providing service for.
7. Addresses should auto populate for the jurisdiction you are working within.
8. Reference Area: This area provides you with guidance from the AHJ on workflows associated to ITM Report Submission.
The AHJ is able to provide attachments and links to webpages with additional resources.
9. Click on "+Add" to add a system for this ITM report.
10. Enter the Date of Service.
11. Enter the next Service Date.
12. ITM Occupancy ID Number: utilize this area to capture internal ID numbers for ITM Reports.
13. Enter System ID if applicable (not required).
14. Select Type of Service from the dropdown
This list is developed by the AHJ.
15. Select the Type of System you are working on.
16. Select the Status of the system.
17. Enter Contact Information for the Occupancy Owner.
18. Enter a Comment for the System (required).
19. Click on "+ Add" to upload attachment. This is the area when you can upload your ITM Report.
20. Once you have entered all required information you can click on "Add System" to add this system to the ITM Report.
21. You can continue adding Systems to this report by clicking "+ Add" next to Systems.
22. Once you have completed your ITM Report you can click on "Confirm Submission".
You also have option to click on "Save Draft" to continue working on this report prior to submission.
23. You will be directed to the modal that confirms your submission and payment.
Once you confirm your submission click on "Pay & Submit"
24. You will receive confirmation that "ITM Report Saved".
25. From the ITM list your ITM Report will now show an ITM Status of "Submitted".
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