Purpose Statement
The Permits area of the Business Portal allows service providers to review detailed information associated with their submitted permit requests.
From an individual permit record, users can review permit contacts, access attachments, view associated invoices, and track permit history, including submitted notes and supporting information.
Background Information
After submitting permit requests through the Business Portal, service providers can return to the Permits list to review information associated with each permit.
The permit details view provides a centralized location for reviewing information related to a specific permit request, including:
- Permit details
- Permit contacts
- Attachments
- Associated invoices
- Permit history
- Submitted notes
Users can open supporting information without losing their place in the Business Portal, making it easier to reference permit documentation and activity as needed.
Required Permissions
The transcript does not identify specific First Due permissions required for this workflow.
The user must have access to the Business Portal and the Permits functionality to view submitted permit requests. Additional access requirements may depend on the Business Portal or AHJ configuration.
Video
Step-by-Step Guide
1. Navigate to Permits
From the Business Portal, open the module stack.
Select Permits, and then select Permits again.
The permit list grid displays the permits you have submitted to your local Authority Having Jurisdiction (AHJ).
2. Open the Permit Details
Locate the permit you want to review.
Select the eye icon associated with the permit.
A window opens displaying the details associated with the selected permit request.
3. Review Permit Contacts
Locate the Contacts information within the permit details.
Review the contacts associated with the permit.
The permit contact is identified by the applicable toggle within the contact information.
4. Review Permit Attachments
Navigate to the attachments associated with the permit.
Locate the attachment you want to review and select the eye icon under Actions.
The attachment opens in a new browser window, allowing you to review documentation that was included with the original permit request.
When finished, return to the previous Business Portal window. Your place within the permit details is maintained.
5. Review Associated Invoices
Navigate to the invoice information within the permit details.
If invoices are associated with the selected permit, they are displayed in this area.
Review the available invoice information as needed.
6. Review Permit History
Navigate to the permit's History information.
The history allows you to review activity associated with the permit request.
For example, the history can identify when the service provider submitted the permit request and display information associated with that submission.
7. Return to the Permit Details
After reviewing the expanded note information, select Dismiss.
You are returned to the permit details, where you can continue reviewing contacts, attachments, invoices, history, or other available information.
8. Return to the Permits List
After you have finished reviewing the permit, select Dismiss from the permit details window.
You are returned to the main Permits list grid.
From there, you can locate another permit or continue working within the Business Portal.
Best Practices
- Use the eye icon to review the complete details of a permit before contacting the AHJ with questions.
- Verify the permit contact when reviewing the individuals associated with a permit.
- Review attachments to confirm which supporting documents were included with the original permit request.
- Check the invoice area when determining whether invoices are associated with the permit.
- Review permit history to better understand activity associated with the request.
- Review submitted notes for additional context regarding the permit application.
- When an attachment opens in a new browser window, return to the original Business Portal window to continue reviewing the permit.
- Use Dismiss to return to the previous view without leaving the permit workflow.
Troubleshooting & FAQs
How do I view the details of a submitted permit?
Navigate to Permits > Permits, locate the applicable permit in the list grid, and select its eye icon.
Where can I see the contacts associated with a permit?
Open the permit details and review the Contacts information. The permit contact is identified by the applicable toggle.
How do I view an attachment that was submitted with my permit request?
Open the permit details, locate the applicable attachment, and select the eye icon under Actions. The attachment opens in a new browser window.
Will I lose my place in the Business Portal when I open an attachment?
No. The attachment opens in a separate browser window. Return to the original Business Portal window to continue reviewing the permit details.
Where can I find invoices associated with a permit?
Open the permit details and navigate to the invoice information. If invoices are associated with the selected permit, they are displayed in this area.
How can I see who submitted the permit request?
Review the permit History. The history can identify the service provider associated with the permit submission.
Where can I review notes submitted with a permit request?
Notes can be reviewed within the permit history. If additional information is available, select the eye icon to open the complete note.
How do I close an expanded note and return to the permit?
Select Dismiss to close the expanded information and return to the permit details.
How do I return to my full list of permits?
Select Dismiss from the permit details window. You are returned to the main Permits list grid.