ITM Reports - Verifying new locations
Purpose:
- The purpose of this Knowledge Base Article is to demonstrate how to approve or reject new locations added by Service Providers submitting ITM Reports.
Video:
Instructions:
1. Click on ITM.
2. Click on ITM Reports.
3. Click on Filter.
4. Select "Address Status".
5. Select "Review Needed" to view those locations that were recently added and require review.
6. This will bring up an ITM list of only those new locations requiring review.
Select the Building icon for the location you wish to review.
7. To reject a new location simply click on "X Not Approve".
8. This will bring up a new modal that will require a Reject Reason Code as well as a comment.
Once a location is rejected, the system will auto-reject all ITMs using this place with the specified reason code and comment.
9. Click on Reject & Submit.
10. A notification will appear confirming that the location was not approved.
11. To approve a location simply click on the building icon.
12. Click on Verify.
13. A notification will appear confirming that the location was successfully approved.
Related Articles
Business Portal - How to Add New Locations
Purpose Statement Learn how to add a new address when it's not found in the system, select the correct Authority Having Jurisdiction (AHJ), and understand the approval workflow. This feature helps expand your service coverage by allowing field ...ITM Reports - Inspection Reminders
Purpose: The purpose of this Knowledge Base Article is to demonstrate how to send Inspection reminders to Property Owners and Service Providers submitting ITM Reports. Video: Instructions: 1. Click on ITM. 2. Click on ITM Reports. 3. Click on Filter. ...ITM Reports: Update Status of ITM Submission
Purpose: The purpose of this Knowledge Base Article is to demonstrate how AHJs can reopen and reject previously approved ITM reports in First Due Business Portal. Video: Instructions: 1. Click on ITM. 2. Click on ITM Reports. 3. Click on Filter. We ...Frequently Asked Questions- Reports
Purpose Statement This article addresses common questions about Ad Hoc reporting functionality in First Due, helping users understand the differences between report types, data source combinations, filtering options, scheduling capabilities, and ...Reports: Create a Custom Folder
Purpose Statement To demonstrate how to create a new folder in the Report List view for organizing and storing your ad-hoc reports. This feature helps users maintain an organized report structure, making it easier to locate and manage custom reports ...