Processing a Web Request

From the Ribbon Bar select the View tab -> Requests -> Open Requests. 

Below is a screenshot of LAMA’s Requests window.  The tree on the left contains prebuilt queries which enable the user to filter through the various requests for processing.  The table/grid shows data regarding web interactions. 

When a New User request is received, LAMA will automatically assign it a processing number.  

Click on the processing number to bring up the new user's account.  

An email verification automatically goes out to the new user or applicant, and a record with the applicant’s information is created in LAMA.  A Contact entry will be created automatically in the program.  If you are the intake person, verify that the person’s account created does not have a duplicate record in LAMA.  If so, merge the two contacts.  (See Core Components for merging records.)

There are many types of requests coming through the public web all of which require a different path to process – new user registrations, permit applications, license registrations and renewals, code enforcement incidents, requests for inspections, general messages, document attachments, policy updates, etc.  All of these and many more are handled through the public web.  Each municipality will be different.

Public User Account - Request Form

1.  Click on the icon to the left of the Public User Account name.  This will bring up the Web User Details window, as shown below.

2.  Click the icon to the right of the account's name to send an email.

3.  The " Request Type" is displayed in the cell (Schedule Inspection).

4.  In the " Behalf of LAMA Contact" cell, click on the icon to the left of the contact's name to bring up the Contact Form with Information.

5.  In the Associated Object cell, click on the icon to bring up the windows associated to the request.  In this case a permit inspection was the request type.  LAMA brought up the inspections window along with the associated permit form.

6.  Click on View Location to bring up the associated map location.  Some requests may not have an associated location, such as a license that is not location based.

7.  The Requester Comment block many contain messages from the applicant.

8.  There are two tabs -- Request Items and Processing Comments.  "Request Items" contain information regarding the request, while the field Processing Comments is generally used for notes.

9.  The Assigned To field contains a drop-down list of selected LAMA users, or the intake person can click on the icon to bring up the entire list of LAMA users.  

10.  Process the request and Save and Close.