Purpose Statement
The Updating a Completed Permit process allows authorized users to take additional action on a permit that is already in a Completed status.
Users have two primary options:
- Reopen Submitted — Reopen the permit when additional review or processing is required.
- Close — Finalize the permit when no further actions or edits are needed.
These options support accurate permit lifecycle management and status tracking.
Background Information
A permit in Completed status may require additional action due to corrections, additional review, or final closure.
Depending on the situation, an authorized user can:
- Submit the permit to be reopened and then approve or deny it.
- Close the permit when its lifecycle is complete.
Important: Once a permit is Closed, it is locked and no further actions or edits are allowed.
Required Permissions
Users performing this workflow need applicable permissions related to:
- Accessing the Permits module
- Editing permits
- Updating Permit Status
- Reopening permits
- Approving or denying permits
- Closing permits
Access to these actions may vary based on the user's assigned role and permissions.
Video
Step-by-Step Guide
Access a Completed Permit
1. Navigate to Permits
- From the First Due dashboard, select Permits.
- Select Permits from the dropdown menu.
2. Locate the Completed Permit
- Locate the applicable permit in the Permit List.
- Verify that its status is Completed.
3. Open the Permit
- Locate the Actions column.
- Select the Edit icon to open the permit.
Option 1: Reopen a Completed Permit
1. Submit the Permit for Reopening
- Select Reopen Submitted.
- Enter the required information in the reopening modal.
- Add detailed Notes explaining why the permit needs to be reopened.
- Select Submit.
The Permit Status updates to Reopening Submitted.
2. Review the Reopening Request
After the reopening request is submitted, the permit can be either approved or denied.
To approve:
- Select Approve.
- Enter applicable comments in the modal.
- Select Submit Approved.
To deny:
- Select Deny.
- Enter applicable comments in the modal.
- Select Submit.
Option 2: Close a Completed Permit
1. Open the Permit
- Locate the completed permit.
- From the Actions column, select the Edit icon.
2. Close the Permit
Select Closed.
- Enter the required comments or notes.
- Select Submit.
The Permit Status updates to Closed.
3. Review the Closed Permit
After the permit is closed:
- The permit is locked.
- No further actions are available.
- No additional edits can be made.
Best Practices
- Verify that the correct permit is selected before changing its status.
- Use Reopen Submitted when additional review or processing is required.
- Enter detailed notes explaining why a completed permit is being reopened.
- Document applicable comments when approving or denying the reopening request.
- Use Close only when the permit lifecycle is fully complete.
- Enter clear final comments or notes when closing a permit.
- Review all information before closing the permit because no further actions or edits are allowed after it is closed.
Troubleshooting & FAQs
Why can't I edit a completed permit?
Verify that you have the appropriate permissions to edit permits and update Permit Statuses.
What happens when I select Reopen Submitted?
The reopening modal is displayed. After entering the required information and submitting the request, the Permit Status changes to Reopening Submitted.
What happens after a permit is submitted for reopening?
The reopening request can be approved or denied using the available actions.
What information should I enter when reopening a permit?
Enter detailed notes explaining why the permit needs to be reopened.
Can I close a Completed permit?
Yes. Open the completed permit, select Close, enter the applicable comments or notes, and submit the change.
Can a Closed permit be edited?
No. The provided workflow states that after a permit is Closed, it is locked and no further actions or edits are allowed.
Can a Closed permit be reopened?
No. Based on the provided workflow, no further actions are available after the permit is closed.
Why don't I see the Reopen Submitted or Close options?
Access to these actions may depend on the user's assigned role and permissions.