Compliance / PrePass Order & Account Registration -- Federal v1

Draft -- PrePass Safety Alliance NGO

Basic Process Information

Register the customer’s PrePass account, order the required services and equipment, and ensure the account is successfully set up and ready for use.

Draft

Category: Compliance
State / level: Federal
Responsible agency: PrePass Safety Alliance NGO
Processing method: Not specified
Estimated processing time: 4-5 business days

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

Function	What 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.

Order	Kind	Title	Information block
	Process description	Understand the process and see the customer request template	--

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.

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.

Document type

Requirement

Use information from this document to populate case information

No required documents configured yet.

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.

VIN verification VIN must match across case information and uploaded documents. EIN verification EIN / Tax ID must match across all available sources. Company name verification Company name must match across all available sources. Address verification Business address must match across all available sources. Document expiration verification Uploaded documents must have a valid expiration date. Required fields completed Every required information field must contain a value. Required documents uploaded Every required document must be uploaded and not rejected.

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.

Add checklist item

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.

Add expected output

No expected outputs configured yet.

Preview and Publish

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

Draft

Process Summary

Compliance Federal PrePass Order & Account Registration

Description: Configured
Required Information: 0 fields
Required Documents: 0
Verifications: 0
Checklist: 0 items
Instruction Steps: 0
Forms: 0
Completion Requirements: 0

Preview as Safety Manager

Publishing makes this version available for new cases and locks its configuration.