How do I manage the approval process?

Created by Mark Eves, Modified on Tue, 26 Apr, 2022 at 3:57 PM by Mark Eves

On receipt of a Blue Badge Application, this is accessed by a member of the authorities Blue Badge Team.


 


Applications have a dedicated Page “Review” to provide an outcome for the Application -


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Standard outcomes consist of -


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** Customers can also amend the Select List “Please Confirm Application Outcome” bespoke to their requirements. 


 


However please ensure a corresponding Status with Transition is also created via the Administration portal > Status & Transitions –


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The “Standard” outcomes also have rules assigned with the following Actions –


 


 


** Create linked task will create a task within the Service Request for Task Form - Blue Badge Task Forms > Blue Badge Assessment.


 


Each “Question” has a pre-defined score assigned depending on the answer, after completing the assessment a summary score sheet is presented –


 


The summary then totals up the final assessment score to enable the Blue Badge Assessor to make a decision whether to Approve or Decline the Application (a score of 15 or more grants automatic eligibility – however this is at the discretion of the assessors who may award a badge below this value, depending on overall assessment -


 


Standard outcomes are either “Approve Application” or “Decline Application” however, as shown in the above screen customers can add bespoke outcomes to refer the assessment internally or to external arbitrators.  


 


The “Standard” Assessment outcomes also have rules assigned -

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