Purpose Statement

This article explains how to create and manage permit statuses within the First Due platform for manual status. Custom statuses allow departments to align permit workflows with their internal review, inspection, and approval processes, improving tracking, visibility, and reporting throughout the permit lifecycle.

Background Information

Permit statuses represent each stage in a permit’s lifecycle—from submission to final approval or denial. Configuring custom statuses ensures your workflow accurately reflects operational procedures, regulatory requirements, and multi-step approvals.

Common use cases include:

• Defining stages such as Under Review, Inspection Required, or Approved
• Supporting different permit types (e.g., burn permits, special events)
• Managing multi-phase approvals across personnel or divisions

Statuses can be reordered, activated/deactivated, and designated as final to control editing behavior.

Required Permissions

• Permits Module Administrator

This permission is required to create, edit, reorder, activate/deactivate, or delete permit statuses.

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Step-by-Step Guide
 

1. Navigate to the Permits Module and select Permit Status

   

    

2. Add a New Status

   • Select Add Status

     
     
      

3. Enter Status Name
   • Input a clear, descriptive name for the status
   • Set status as Active or Inactive
   • Toggle whether the status should be the Final Status
     • Note: Permits in a Final Status cannot be edited
       
        
4. Reorder Statuses

   • Use the drag-and-drop icon to move statuses into the desired workflow order

     
     
      

5. Delete a Status (If Needed)

   • Select the delete icon to remove a status from the system

     

    

Best Practices

Status Naming

• Use clear, standardized naming conventions
• Keep terminology consistent across departments
• Prefer action-based names (e.g., Pending Review, Awaiting Inspection)

Workflow Design

• Arrange statuses in the actual order permits are processed
• Use Final Status sparingly and intentionally
• Test new workflows before full deployment

Status Management

• Periodically review and refine status structure
• Deactivate unused statuses instead of deleting them
• Document workflows for onboarding and training

Troubleshooting & FAQs

Q: Can I edit a permit in Final Status?
A: No. Final Status locks the permit from further edits.

Q: What happens if I delete a status already in use?
A: This may impact historical data. It is recommended to set the status to inactive instead.

Q: Can I reorder statuses after creation?
A: Yes. Use drag-and-drop to rearrange them at any time.

Q: Why isn’t my status showing up?
A: Ensure the status is marked as Active.

Q: Why can’t I edit a permit?
A: Check if the permit has been marked with a Final Status.

Q: A deleted status still appears—why?
A: Clear your browser cache and refresh the page.