Best practices book - Flipbook - Page 264
i. If the workgroup needs to review the plans: Click the radio button in the
green (Yes) column to the left of the workgroup review line.
ii. If the workgroup does not need to review the plans: Click the radio button
in the red (No) column to the left of the workgroup review line.
d. When you are done making selections, click the [Save Checklist] button.
e. To close the permit and return to the task list: Click the [x] to the right of the
permit tab.
Step 3 – Process the checklist
After 9 a.m. each workday, the Permit Technician processes the checklist for each new permit
application.
1. Display the Round Table To-Do List as follows:
a. In AMANDA, on the left toolbar, click the [Task List] link.
b. Click the {Others’ Tasks} tab.
c. In the Assigned User drop-down list, choose Round table review.
d. Click the calendar icon to the right of the Scheduled Start Date field and choose
Today.
e. Click the [Search] button.
2. For each displayed record:
a. Display the round table process on the permit by double-clicking the record.
b. For paper plans, verify that each workgroup’s response on the plans matches the
response in AMANDA.
i. If the responses do not match, contact the workgroup and have them
clarify the discrepancy.
ii. If the responses match, process the checklist.
c. Process the checklist as follows:
i. Click the [Add New Attempt] button immediately below the checklist.
ii. In the Results drop-down list, choose Process Checklist.
d. To close the permit and return to the task list: Click the [x] to the right of the
permit tab.
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