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 will filter by AHJ Status of Approved.
4. 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.
7. Click on the "eye icon" for the ITM submission you wish to edit.
8. 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.
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.
13. Add required Rejection Reason in comments section.
14. Click on Reject & Submit.
15. Note new status of "Rejected" as well as Rejection Reason.
Related Articles
ITM Reports - Compliance Checks
Purpose: The purpose of this Knowledge Base Article is to demonstrate how Compliance Checks are created for ITM Reports and review the process for Inspectors. Video: Instructions: 1. Click on ITM. 2. Click on ITM Reports. 3. Click on Filter to pare ...ITM Setup: ITM Reports
Purpose: The purpose of this Knowledge Base Article is to demonstrate setup options for ITM Reports Video: Instructions: 1. Click on ITM 2. Click on ITM Setup 3. Setup area allows you to establish custom actions for ITM reports coming in based on ...ITM Reports - Resolve and make changes to ITM Reports
Purpose: The purpose of this Knowledge Base Article is to demonstrate how to resolve or make changes to Initial System Status on ITM Reports. Video: Instructions: 1. Click on ITM. 2. Click on ITM Reports. 3. Click on "Filter". 4. For this example, we ...Business Portal - Clearing Non-Compliant ITM Reports
Purpose: To demonstrate how to add new locations within the Business Portal when submitting an ITM Report. Video: Instructions: 1. Click on ITM and Click on ITM Reports. 2. We will be looking at ITM Reports in a Submitted or Approved Status. 3. For ...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. Filtering allows ...