How to Make Changes to Attachments via Change Request

When working on your application in Cloudpermit, you might encounter situations where additional reviews by a qualified reviewer lead to the need for changes in your application. Here's how to effectively address and respond to these change requests.

Notification of Change Request

  • Email Notification: If enabled, you'll receive an email alerting you to the change request. Click "Open application" to proceed. A screenshot of a computer

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  • Dashboard Notification: A notification will also appear in the "Tasks and Requests" section of your dashboard.
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    Accessing and Making Changes to the Form
  1. Enter the Application Workspace: Follow the link from your email or dashboard notification to access your application workspace.
  2. View the Change Request: The description of the change request is displayed prominently. For additional information or clarification, use the "Direct message" link to contact the reviewer directly.
  3. Completing the Form: After making the necessary changes, click "Changes Made" to lock the form and prevent further edits. A screenshot of a computer

Description automatically generatedConfirming and Submitting Your Changes
  4. Confirm Your Changes: Navigate back to the workspace and confirm your changes by clicking "Back to Workspace." A screenshot of a computer

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  5. Submit for Review: Mark your application as "Done" to send it back to the reviewer for further review. A screenshot of a computer

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Completion of Review

Review Process: The application status will change to "In Review." If approved, the process moves forward. If further changes are needed, a new change request will be issued, reverting the application status to "Changes Required."

When your application requires further review, such as architectural or zoning plan reviews, you might receive a change request from a qualified reviewer to add new attachment types to your application. Here's how to navigate this process:

Receiving and Accessing Change Requests

  1. Notification: You'll be alerted to change requests via email (if notifications are enabled) and in the "Tasks and Requests" section of your dashboard.
  2. Accessing the Request: Click the arrow at the end of the change request row in "Tasks and Requests" to view the request in your application workspace.
     
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Understanding and Acting on the Request

  1. Review Request Details: Under "Review Result," you'll find the description of the change request. If you have questions, click "Direct message" to communicate with the reviewer.
     
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  2. Locating Required Attachments: Scroll to the "Attachments" section, where a red icon indicates action is needed. The "Required attachments" section lists the new types of attachments you need to upload.
     
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    Uploading New Attachments
  3. Uploading: Click "click here" or drag the file to the drag-and-drop zone to upload the required attachment type.
    Confirmation: A green line next to the attachment type indicates successful upload. Expand the section to view the uploaded document.

Finalizing Your Submission

  1. Mark as Done: After uploading the necessary attachments, click "Mark as Done" to submit the changes for review.
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    Review Process: The status of your application changes to "In Review," awaiting the reviewer's approval. A screenshot of a computer

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