ITM Reports: Update Status of ITM Submission

ITM Reports: Update Status of ITM Submission

Purpose:

  1. 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.


Click on ITM.



2. Click on ITM Reports.


Click on ITM Reports.



3. Click on Filter. We will filter by AHJ Status of Approved.


Click on Filter. We will filter by AHJ Status of Approved.



4. Click on Approved.


Click on Approved.



5. Click on "Apply Filters".







6. Now we are looking at a report that is only showing those ITM Submissions that have been previously approved.


Now we are looking at a report that is only showing those ITM Submissions that have been previously approved.



7. Click on the "eye icon" for the ITM submission you wish to edit.





8. Click on Reopen.


Click on Reopen.



9. Reopening a previously approved ITM submission will temporarily change the status back to Pending. Click on Reject or Approve to change the status.


Reopening a previously approved ITM submission will temporarily change the status back to Pending. Click on Reject or Approve to change the status.



10. For this example, we will click on "Reject".





11. This will open up a modal where we can edit the Reject Reason and add a Rejection Reason/Comment. Both of fields are required.





12. Select Reject Reason Code.


Select Reject Reason Code.



13. Add required Rejection Reason in comments section.


Add required Rejection Reason in comments section.



14. Click on Reject & Submit.


Click on Reject & Submit.



15. Note new status of "Rejected" as well as Rejection Reason.






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