IRP / New IRP Account -- Illinois v1
published -- Illinois Secretary of State
This version is published and immutable. To change anything, clone it into a new draft version -- existing cases stay on this one.
Steps
Choose a standardized business function for each step. The same function can be reused by IRP, IFTA, and other processes, while the title, instructions, fields, documents, and rules remain specific to this version.
View available step functions
| Function | What the manager can do |
|---|---|
| Process description | Show the process description, instructions, requirements, and limitations. |
| Process overview | Show a concise overview of the configured process. |
| Information & documents checklist | Review all required information and documents before work begins. |
| Required information | Collect configurable case information fields. |
| Required document upload | Upload the supporting documents required by the process. |
| Form preparation / filing instructions | Download application templates and upload prepared agency forms. |
| User review / senior approval | Review the complete case and record an optional approval decision. |
| Submission to external agency | Review the submission package and record the case status. |
| External review / pending | Track the case while it is pending with the responsible agency. |
| Upload agency results | Record the outcome and upload documents received from the government agency. |
| Order | Kind | Title | Field category filter | Information block |
|---|---|---|---|---|
|
1
|
Process description | Process Overview | -- | -- |
|
2
|
Required information | Company & Fleet Information | Company Information,Fleet Information | -- |
|
3
|
Required information | Vehicle Information | Vehicle Information | -- |
|
4
|
Required document upload | Required Documents | -- | -- |
|
5
|
User review / senior approval | Final Review | -- | -- |
Required fields
Scoped to this process version. Category is a free-text label on purpose -- it's what lets you add a new grouping at runtime without a code change; type it exactly the same way in a step's field category filter above to have that step display it.
| Category | Name | Type | Required | Sensitive |
|---|---|---|---|---|
| Company Information | Legal Name | text | yes | no |
| Company Information | FEIN | text | yes | yes |
| Company Information | USDOT Number | text | yes | no |
| Company Information | Mailing Address | address | yes | no |
| Fleet Information | IRP Fleet Number | text | no | no |
| Fleet Information | Registration Year | number | yes | no |
| Vehicle Information | VIN | text | yes | no |
| Vehicle Information | Unit Number | text | yes | no |
| Vehicle Information | Make | text | yes | no |
| Vehicle Information | Model | text | yes | no |
| Vehicle Information | Year | number | yes | no |
| Vehicle Information | Gross Weight (lb) | number | yes | no |
Required documents
Document types are a single global library shared by every process (see Document Types) -- an admin only decides here whether a given type is required and which document values the manager should review after upload. These values belong to the document and are separate from the case form.
Commercial Driver's License (CDL)
Required document
No manager review fields configured for this document.
Insurance Certificate
Required document
No manager review fields configured for this document.
IRP Application Form
Required document
No manager review fields configured for this document.
Proof of Address
Required document
No manager review fields configured for this document.
Vehicle Title
Required document
Verification checks
Compare a case form value with the same value reviewed under uploaded documents. These two checks are the first test rules; each one can be enabled independently.
VIN check
Compare the case VIN with every extracted VIN from the configured documents.
Company address check
Compare the company address in the case form with extracted document addresses.