When a form is prepared by a user with the Preparer role then it must be assigned to a Signatory user to be certified (Note: Signatory users can also prepare forms). This article will outline steps the Preparer and Signatory must complete in order to successfully route and certify a new Notice of Intent (NOI) or No Exposure Certification (NOE) form.
- Creating a new form: MSGP forms are permission-based. When a new form is created by a user with the Preparer role, he/she automatically receives the "View" and "Edit" permissions to that form and the one-time ability to assign a manager (this can be the Signatory or a permit administrator). When a form is created by a user with the Signatory role, he/she receives the "View", "Edit", "Sign", and "Manage" permissions.
- Assigning a Manager: This can be done upon completing the first (eligibility) section of the form, or from the Actions menu on the NeT MSGP home page. This action will grant the Signatory the "View" and "Manage" permissions to the form, which will allow the Signatory to view the form and manage user permissions (including his/her own). NeT will automatically notify the Signatory that permissions have been granted.
- Adding the Sign permission: As mentioned previously, the Signatory will automatically be granted the "View" and "Manage" permissions after the Preparer completes the "Assign Manager" action; however, this does not allow the Signatory to edit or certify the form. The Signatory must add the "Sign" permission in order to certify and "Edit" in order to modify the form.
- Flagging for certification: When the NOI or NOE is complete and ready to be reviewed and certified by the Signatory, it should be flagged for certification. However, if the form is flagged before the Signatory has added the "Sign" permission, the Signatory will not be notified that it is ready for certification. He/she should add the "Sign" permission upon being assigned as the manager.