How to set In Progress/Open circulations as incomplete

Cloudpermit will automatically set all circulations that are not completed to the Incomplete step after the Application workspace is set to the next process step (moved forward). The improvement applies to Building (including Supplemental applications), Planning approval applications, and Pre-consultation requests.

It signals a stakeholder has started the work on the approval, but it has not been finished for some reason. Any active tasks in the Tasks and requests section of the Dashboard are also removed automatically. 

The status change concerns the following steps: 

Building applications, including Supplemental applications:

  • Step changes from In Review to Ready to Issue.

Planning applications: 

  • Step changes from In Review, Draft approval review, or Refused to In approval or Finished.

Pre-Consultation Requests: 

  • Step changes to Complete.

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