Utilizing the Dashboard Filters to Find Expired Licenses/Permits
Renewal settings can be configured in your form to set a renewal date. Once your applicants complete their permit or license submission, the applicant may end up with one or more of several searchable Output statuses. An Output is a submission's summary document or PDF result.
When you have an Output that can be renewed, it will be displayed in one of several statuses:
- Issued
- Unissued (usually in submission or Halted)
- Revoked
- Expired
To find a group of submissions in one of the above status categories, use the Output Status search option in the Filter menu of your Dashboard.
Searching by these status options helps determine which applicants need an extra reminder (beyond the automatic renewal reminder messages you can set up) to renew their permit or license. As so as you find all the Expired submissions, you can export that list by selecting the Actions dropdown button. Then choose the option to Export all matching submissions to collect all email addresses to contact the applicants.
Or select a submission from the dashboard to view the renewal details in the system.
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