Purpose Statement

The Permits Module landing page serves as the central hub for managing all permit records within the system. It allows users to view, organize, create, and take action on permits efficiently. This page is designed to streamline permit tracking, reduce manual work, and improve visibility across your department.

Background Information

The Permits Module is commonly used by fire prevention, inspection, and administrative personnel to manage operational permits (e.g., burn permits, special event permits, hazardous material permits). The landing page provides a customizable, list-based interface where users can:

• View all permits in one place
• Filter and organize data based on operational needs
• Perform bulk actions to save time
• Customize views for recurring workflows

This functionality is especially useful for departments managing high permit volumes or needing quick access to specific subsets of data (e.g., permits assigned to a specific inspector).

Required Permissions

To access and use the Permits Module landing page, users typically need:

• Permits Module Access
• View Permits Permission
• Create/Edit Permits Permission (for adding or modifying permits)
• Delete Permits Permission (for removal or bulk deletion)
• Bulk Actions Permission (for bulk renewals and deletions)

Note: Permissions may vary based on agency configuration.

Video

Step-by-Step Guide
 

1. Access the Permits Module

1. Click on the First Due icon (top navigation).
2. Scroll through the module stack.
3. Select Permits.
   
   
   
    

2. Understand the Landing Page Layout

1. View the list of all permits displayed in table format.
2. Each row represents an individual permit record.

3. Add a New Permit

1. Click Add New Permit.
2. Enter the required permit details.
3. Save the record.
   
   
   
    

4. Customize Column Display

1. Click Columns.
2. Select or deselect fields to show/hide columns.
3. Adjust column width by dragging edges.
4. Reorder columns by dragging them into position.
   
   
   
    

5. Search for Permits

1. Use the Search bar to locate specific permits.
2. Enter keywords such as permit name, address, or owner.
   
   
   
    

6. Apply Filters

1. Click Filters.
2. Set criteria (e.g., permits assigned to you).
3. Apply filters to refine the list.
   
    
   
    

7. Save a Custom View

1. Configure filters and column layout.
2. Click Save View.
3. Enter a name for the view.
4. Save it for future access.
5. To remove a view, click Remove View 
   
   
   
    

8. Access Saved Views

1. Click the Saved Views dropdown.
2. Select a saved view to apply it.
   
   
   
    

9. Perform Bulk Actions

1. Select one or more permits using checkboxes.
2. Choose a bulk action:
   • Submit for Renewal
   • Delete
3. Confirm the action.
   
   
    

10. Edit or Delete Individual Permits

1. Locate a permit in the list.
2. Use the action options to:
   • Edit the permit
   • Delete the permit
     
     
     
      

Best Practices

• Create saved views for frequently used filters (e.g., “My Assigned Permits”).
• Limit visible columns to only what’s necessary to improve readability.
• Use bulk actions to save time when managing large datasets.
• Regularly review and clean up outdated permits.
• Name saved views clearly for easy identification.

Troubleshooting & FAQs

Q: Why can’t I see the Permits Module?
A: Verify that you have the appropriate module permissions assigned.

Q: I can’t save a view—what’s wrong?
A: Ensure you’ve applied at least one filter or layout change before saving.

Q: Why are bulk actions not available?
A: You must select at least one permit and have proper permissions enabled.

Q: Can I edit someone else’s saved view?
A: No, users can only remove or modify views they created.

Q: My columns keep resetting—why?
A: Make sure to save your configuration as a view to retain changes.