Concessionary Travel
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  • Concessionary Travel Digital Platform
  • 📘Case Management
    • Introduction
    • Basic Functions
      • Recent Cases
      • Create a person
      • Create organisation
      • Local Search
      • National Search (Blue Badge only)
      • Work Items
      • Intuitive User Interface
    • Case Administration
      • Summary
      • Online Application
      • Documents
        • Document Tags
      • Application Details (Blue Badge only)
      • Application Details (Freedom Pass and Taxi Card)
      • Workflow
      • Timeline
      • Notes
      • Create case manually
    • Dynamic Workflows
      • New Application
      • Renewals
      • Replacements (Blue Badge only)
      • Appeals
      • Badge or Application No Longer Needed (Blue Badge only)
      • Fast Track
      • Organisations
    • Export Cases (Blue Badge only)
    • Notifications
  • 🛠️Setting up the system
    • Setting up the System
    • Templates
      • Case created - GOV.Notify template
    • Users
    • Security groups
    • Workflow Stage Targets
    • Technical Requirements
  • ⚡Integrations
    • Integrations
    • DfT (Blue Badge only)
    • GOV.UK Pay (Blue Badge only)
    • Pay360 (Blue Badge only)
    • GOV.UK Notify
    • DVLA
  • ☁️OneVu - Self Serve
    • Self Serve
    • Activating Self-Serve
    • Accessing Self-Serve
  • 📊Reporting
    • Reporting
    • Blue Badge Application Dashboard
  • Blue Badge Performance Dashboard
  • Freedom Pass Dashboard and Taxi Card Overview
  • Freedom Pass and Taxi Card Performance Dashboard
  • Concessionary Travel Dashboard
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  1. Case Management
  2. Dynamic Workflows

New Application

PreviousDynamic WorkflowsNextRenewals

Last updated 3 months ago

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The 'Application' workflow is created automatically if a request for a new Blue Badge has been received through the DfT (Blue Badge Application), or if a request for a new Freedom Pass or Taxi Card has been received through an online application (Freedom Pass Application/Taxi Card Application). Any of them can also be created manually, if a paper application is received.

It commences with the stage 'Initial Checks'.

The 'Work Items' Tab, when opened, will show all new Applications received. It will also show to which stage existing workflows have been progressed.

The new application is progressed depending upon the decision that is made at a specific stage. For example at the 'Initial Checks' stage, there are a number of 'outcomes' depending upon your reviewing of the documentation.

Subsequent stages are dependent upon the choice of outcome from the option above. In our example I have selected 'In Area - Incomplete Application'. When selected, the following screen appears:

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