Safety Assistant

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IRP / New IRP Account -- Illinois v1

Active -- Illinois Secretary of State

Basic Process Information

No short description provided.

Active
Category
IRP
State / level
Illinois
Responsible agency
Illinois Secretary of State
Processing method
Not specified
Estimated processing time
Not specified

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 types
FunctionWhat the manager can do
Process description Show the configured process description and customer request script.
Process overview Show all required case information and documents.
Required information Collect configurable case information fields.
Required document upload Upload the supporting documents required by the process.
Checklist Complete the administrator-defined manual checks for this process.
Form preparation Follow the configured instructions to prepare and save the agency application.
User review / approval Require independent manager approval; the reviewer is assigned on each case.
Output documents / credentials Store documents, identifiers, credentials, and other information received as the result of the process.
OrderKindTitleInformation block
Process description Process Overview --
Required information Company & Fleet Information --
Required information Vehicle Information --
Required document upload Required Documents --
User review / approval Final Review --

Required fields

Choose an existing field to reuse its configured type and sensitivity. If the catalog does not contain what the process needs, create a custom category or field.

CategoryNameTypeRequiredSensitive
Company Information Legal Name Value could be taken from database text yes no
Company Information FEIN Value could be taken from database text yes yes
Company Information USDOT Number Value could be taken from database text yes no
Company Information Mailing Address Value could be taken from database address yes no
Fleet Information IRP Fleet Number Value could be taken from database text no no
Fleet Information Registration Year Value could be taken from database number yes no
Vehicle Information VIN Value could be taken from database text yes no
Vehicle Information Unit Number Value could be taken from database text yes no
Vehicle Information Make Value could be taken from database text yes no
Vehicle Information Model Value could be taken from database text yes no
Vehicle Information Year Value could be taken from database number yes no
Vehicle Information Gross Weight (lb) Value could be taken from database number yes no

Required documents

Document types are a single global library shared by every process (see Document Types). Choose whether each document is required and whether its configured extraction fields should populate case information.

Commercial Driver's License (CDL)

Required document

required
Use information from this document to populate case information No

Insurance Certificate

Required document

required
Use information from this document to populate case information No

IRP Application Form

Required document

required
Use information from this document to populate case information No

No extraction fields are configured for this Document Type. Add them in Document Types before selecting Yes.

Proof of Address

Required document

required
Use information from this document to populate case information No

Vehicle Title

Required document

required
Use information from this document to populate case information Yes

Verification checks

Select the developer-owned checks that apply to this process. The system finds and evaluates the relevant required information and uploaded document values automatically.

No built-in verification modules enabled.

Checklist

Define the manual actions a Safety Manager completes for each case. Required items block the case from being marked Completed; internal items remain visible only to staff.

The Checklist step will be created automatically

Add the first checklist item below. The standardized Checklist step will be appended to the process workflow and can then be reordered above.

No checklist items configured yet.

Form Instructions

Add the instructions a Safety Manager follows in the Form Preparation step.

Add a Form Preparation step first

Select Form preparation in Step Kind above and add it to the workflow before configuring its instructions.

No instructions configured yet.

Output Documents / Credentials

Define what the Safety Manager must receive from the agency or portal at the end of this process. These results are separate from documents collected from the customer.

The final output step will be created automatically

Add the first expected output below. The system will append an Output Documents / Credentials step to this process workflow.

No expected outputs configured yet.

Preview and Publish

Review the complete configuration before making this version available to Safety Managers.

Active

Process Summary

IRP Illinois New IRP Account
Description
Configured
Required Information
12 fields
Required Documents
5
Verifications
0
Checklist
0 items
Instruction Steps
0
Forms
0
Completion Requirements
0
Preview as Safety Manager

This version is immutable. Clone it to make changes.