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D-Tools System Integrator Ideas Portal
Status New
Created by Greg Schrage
Created on Oct 12, 2026

State Work Eligibility Validation

Can SI provide a company managed table that identifies which states we are currently authorized to perform work in and validate the project/site address against that list?We have various HR, Secretary of State, licensing, tax, and other requirements that may need to be completed before we can perform work in a particular state. Today, there is nothing in SI preventing a project from being sold in a state where we are not currently authorized to operate.We would like an administrator controlled table in SI where we can maintain the states in which we are approved to work.When a project or site address is entered:

  • Allowed State: No action is needed and the process continues normally.

  • Not Allowed State: Display a warning or error indicating that the state is not currently approved and needs to be requested/reviewed before proceeding.

Ideally, the message could provide a way to request approval for that state or direct the user to the appropriate internal process.The eligibility table and status for each state should be maintained and controlled by our company, since our ability to work in a state can change over time.The goal is to identify these issues during the sales/project setup process, before we sell and commit to work in a state where the necessary requirements have not been completed.

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