Safety Assistant

← Add Vehicle to Existing IRP Fleet

IRP / Add Vehicle to Existing IRP Fleet -- Illinois v1

Active -- Illinois Secretary of State

Basic Process Information

This process is used to add a vehicle to an existing Illinois IRP fleet.

Active
Category
IRP
State / level
Illinois
Responsible agency
Illinois Secretary of State
Processing method
Online
Estimated processing time
10
Official website
https://test.com
Internal notes
Internal notes test

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 description Information block - "Information block"
Process overview Process Overview Information block - Process overview
Required information Req. Info Information block - req. info
Required document upload Req. Docs Information block - Req. Docs
Form preparation Form Instructions --
Checklist Checklist Information block- Checklist
User review / approval User review Information block - User review
Output documents / credentials Output docs Information block - Output docs

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 company name Value could be taken from database text yes no
Company Information EIN / Tax ID Value could be taken from database text yes yes
Company Information USDOT number Value could be taken from database text yes no
Company Information MC number Value could be taken from database text no no
Company Information Business address Value could be taken from database address yes no
Company Information Mailing address Value could be taken from database address yes no
Company Information Company phone number Value could be taken from database phone no no
Company Information Owner name Custom text yes yes
IRP Account Information Firm number Value could be taken from database text yes no
IRP Account Information Fleet number Value could be taken from database text yes no
IRP Account Information Supplement number Value could be taken from database text no no
IRP Account 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 Year Value could be taken from database number no no
Vehicle Information Make Value could be taken from database text yes no
Vehicle Information Vehicle type Value could be taken from database text no no
Vehicle Information Axles Value could be taken from database number yes no
Vehicle Information Empty weight Value could be taken from database number yes no
Vehicle Information Requested registered weight Value could be taken from database number yes no
Vehicle Information Purchase date Value could be taken from database date yes no
Vehicle Information Purchase price Value could be taken from database number yes yes
Vehicle Information Fuel type Value could be taken from database text yes no
Vehicle Information Current odometer Value could be taken from database number yes no
Safety Carrier Information USDOT number Value could be taken from database text yes no
Safety Carrier Information EIN Value could be taken from database text yes yes
Safety Carrier Information Safety carrier company name Value could be taken from database text 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.

Bill of Sale

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.

Form 2290 Schedule 1

Required document

required
Use information from this document to populate case information Yes

IRP Cab Card

Required document

required
Use information from this document to populate case information Yes

Lease Agreement

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 Yes

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.

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.

  1. Confirm correct IRP account
    required before completion Related document: Form 2290 Schedule 1
  2. Confirm correct fleet
    required before completion internal only Related document: Bill of Sale
  3. Verify VIN
    optional internal only Related document: IRP Cab Card
  4. Verify title ownership
    required before completion Related document: IRP Cab Card
  5. Confirm Form 2290
    required before completion internal only Related document: Lease Agreement
  6. Verify registered weight
    required before completion internal only Related document: Proof of Address
  7. Complete Illinois supplement
    required before completion internal only Related document: Vehicle Title
  8. Submit supporting documents
    required before completion internal only Related document: Lease Agreement
  9. Review invoice
    required before completion internal only Related document: Form 2290 Schedule 1
  10. Confirm payment
    required before completion internal only Related document: Form 2290 Schedule 1
  11. Save registration
    required before completion internal only Related document: Lease Agreement
  12. Save cab card
    required before completion internal only Related document: Proof of Address
  13. Confirm plate issuance
    required before completion internal only Related document: Form 2290 Schedule 1

Form Instructions

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

  1. 1

    Instruction form.

  2. 2

    Verify IRP Account Instruction: Confirm the customer's Firm Number, Fleet Number and registration year before starting the supplement. Administrator can attach: Screenshot Link PDF Example Warning

  3. 3

    Review Vehicle Documents Verify the vehicle title and Form 2290 before entering information.

  4. 4

    Open Illinois IRP Supplemental Open the Illinois IRP Supplemental portal and select Add Vehicle.

  5. 5

    Enter Vehicle Information

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.

  1. Registration Document

    Registration plate

    Required before completion Sensitive Expiration date required
  2. Cab Card Document
    Required before completion
  3. License Plate Number / identifier

    test description

    Required before completion

Preview and Publish

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

Active

Process Summary

IRP Illinois Add Vehicle to Existing IRP Fleet
Description
Configured
Required Information
27 fields
Required Documents
6
Verifications
6
Checklist
13 items
Instruction Steps
5
Forms
1
Completion Requirements
15
Preview as Safety Manager

This version is immutable. Clone it to make changes.