Add Multiple Parties to a record in License and Permit Playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • As a government agent, you can add other business contacts or constituents to a license or permit application.

    Before you begin

    Role required: sn_gsm.constituent_agent, sn_gsm.relationship_agent, sn_gsm.government_service_manager, sn_gsm.business_agent, sn_gsm.agency_constituent_agent, sn_gsm.agency_manager, sn_gsm.agency_agent

    Procedure

    1. Open the License and Permit Playbook by navigating to Lists in the CSM Configurable Workspace.
    2. Navigate to the License and Permit Requests list and select All.
    3. Open the License or Permit Request case you wish to add multiple related parties to.
      Note:
      Related parties can only be edited if the case is in the Intake or Review stage.
    4. Navigate to the Add related parties activity in the Intake stage of License and Permit Playbook.
    5. Select Add Related Party.
    6. Select the Type and Responsibility of the related party in the dropdown, then enter their contact name in the Contact field to look up existing contacts that match this name.
      Note:
      All license/permit co-applicants must have a business contact account to be included on a license/permit application. Each contact can create an account by registering on the Government Service Portal, or a government service agent can create a business contact record for them. For information on how agents can create a business contact record from information entered in a License and Permit application, see Create a business contact account from license or permit application data.
    7. Select Save.
    8. Repeat steps 5-7 to add as many related parties as needed.
    9. Select Mark as Complete.