How to Create a Permit

Modified on Mon, 9 Aug, 2021 at 11:23 AM

Creating Permit:

1.    Permit Data Page:

a.    Permit Type: This will be auto selected for you based on the permit type you chose. This should not have to be modified or changed.

b.    Location: This will also be auto selected unless there are more than one project locations on the project. In this case, the field will include a hyperlink on the right of the field called “SELECT”. Click on the hyperlink to pull up the appropriate location.

c.    Applicant/Issue to: Both fields will provide drop down options of all contacts noted in the original Application. You can also use the plus sign icon to add a new contact.

d.    Conditions: This field is not required. You may enter conditions now, or on the permit detail page later in the process.

e.    Permit Expiration: This field is not required. If an expiration is pre-configured for the permit type, it will automatically be listed. However, you may modify it if needed (now or on permit detail page later in the process).

f.    Fees: Any fees noted will be listed, with default fees being automatically checked. You can modify these now or later on the permit detail page.

g.    Inspections: All required inspections should be noted. You can modify inspections (add or subtract) later in the process on the permit detail page.

h.    Hit submit. 


2. Once submitted, your permit is created, but NOT issued. You will not be routed to the permit detail page, where you can continue to edit permit details up until the point where you are ready to issue the permit. Items that can be modified from the permit detail page prior to permit issuance include:

  1. Applicant
  2. Issue To
  3. Expiration
  4. Conditions
  5. Notes
  6. Inspections
  7. Fees


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