What is the Pre-Review?
The Pre-Review is a critical, initial stage in the application workflow. Its primary function is to act as a "gatekeeper" to ensure applications are complete and accurate before they are distributed to departments for a full review.
Why is a Pre-Review Necessary?
The Pre-Review step is an essential step in the review process. It ensures a smoother and faster workflow by giving staff an initial opportunity to:
Check for Completeness: Ensure that all required documents, attachments, and data fields have been submitted.
Catch Errors: Identifying common mistakes such as:
Blurry or illegible image uploads.
Obvious data entry errors (e.g., incorrect addresses, mismatched names).
Save Time: Prevents departments from wasting time reviewing incomplete or flawed applications, allowing them to focus only on compliant submissions.
💡 Key Feature: The user assigned to do the pre-review will have Admin User privileges, allowing them to make necessary edits or corrections to the application data directly, rather than sending it back to the applicant immediately.
Who Should Perform the Pre-Review?
The Pre-Reviewer, or "Gatekeeper," should be the individual who is normally responsible for the initial processing and management of incoming applications.
Example: For business licensing, this would typically be the Business License Official.
Role Responsibilities: This person is responsible for communicating with the applicant and needs to be promptly notified when new applications are submitted.
Setting Up the Pre-Reviewer
To assign someone as the Pre-Reviewer/Gatekeeper in the system, you must designate them as the Notification Recipient within the application's form settings.
For more information on configuration, please see this help article: Permit Notification Recipients