Purpose Statement

• This article explains how to update a permit that is already in a Completed status.
• It outlines the available actions:
  • Reopen Submitted
  • Close Permit
• Helps ensure proper permit lifecycle management and compliance tracking.

Background Information

• Completed permits may still require updates due to:
  • Corrections
  • Additional review
  • Final closure actions
• Users have two primary options:
  • Reopen the permit for further processing
  • Permanently close the permit
• Proper use of these options ensures accurate records and workflow continuity.

Required Permissions

• Users must have:
  • Access to the Permits module
  • Permission to edit permits
  • Permission to update permit status (reopen, approve, deny, close)
• Common roles include:
  • Admin
  • Inspector
  • Supervisor

Video

Step-by-Step Guide
 

Access and Edit a Completed Permit

1. Navigate to the First Due dashboard
   • Click on Permits
   • Select Permits from the dropdown menu
     
     
     
      
2. Locate the desired permit from the list
   • Ensure the permit status is Completed
     
     
     
      
3. Click the Edit icon in the Actions column
   • This will open the permit record for review
     
     
     
      

Option 1: Reopen a Completed Permit

1. Click Reopen Submitted
   • This opens the reopening modal
2. Enter required information
   • Add detailed notes explaining the reason for reopening
3. Click Submit
   • Status updates to Reopening Submitted
     
     
     
      

Next Steps After Reopening

1. Choose the next action:
   • Approve the permit
     • Click Approve
     • Enter comments in the modal
     • Click Submit Approved
   • Deny the permit
     • Click Deny
     • Enter comments in the modal
     • Click Submit
       
       
       
        

Option 2: Close a Completed Permit

1. Click the Edit icon in the Actions column
   • Access the permit actions
     
     
     
      
2. Select Close
   • This opens the closure modal
     
     
     
      
3. Enter required information
   • Add final comments or notes
   • Click Submit
   • Permit status updates to closed
     
     
      

• After closing:
  • The permit is locked
  • No further actions or edits are allowed
    
    
    
     

Best Practices

• Always include detailed notes when:
  • Reopening permits
  • Approving or denying
  • Closing permits
• Use Reopen Submitted only when additional review is necessary
• Use Close only when the permit lifecycle is fully complete
• Double-check status changes before submitting

Troubleshooting & FAQs

• Why can’t I edit a completed permit?
  • Ensure you have the correct permissions to update permit statuses
• What happens after reopening a permit?
  • The permit returns to a review state where it can be approved or denied
• Can a closed permit be reopened?
  • No, closed permits cannot be modified or reopened
• Why don’t I see reopen or close options?
  • These actions may be restricted based on your user role or permissions

Suggested Tags

permits, permit-management, workflow, status-update, reopen-permit, close-permit, admin, troubleshooting