Purpose Statement
The Manual Status Setup feature allows administrators to create and manage permit statuses that reflect their agency's permit workflow.
Custom statuses can represent different stages of the permit lifecycle, helping departments organize and track permits through review, inspection, approval, denial, and other agency-defined processes.
Background Information
Permit statuses represent stages within a permit's lifecycle. Agencies using a manual status workflow can create statuses that align with their internal processes and terminology.
Common examples may include:
- Under Review
- Inspection Required
- Approved
- Denied
Permit statuses can be:
- Created
- Reordered
- Activated or deactivated
- Designated as a Final Status
- Deleted
Important: Permits assigned to a Final Status cannot be edited.
Required Permissions
The following permission is required to manage manual Permit Statuses:
- Permits Module Administrator
This permission provides access needed to create, edit, reorder, activate/deactivate, or delete Permit Statuses.
Video
Step-by-Step Guide
1. Navigate to Permit Status
- Navigate to the Permits module.
- Select Permit Status.
2. Add a New Status
- Select Add Status.
3. Configure the Status
- Enter a clear, descriptive Status Name.
- Set the status as Active or Inactive.
- Determine whether the status should be designated as the Final Status.
- Enable the Final Status option when applicable.
Important: Permits in a Final Status cannot be edited.
4. Reorder Permit Statuses
- Locate the status that needs to be repositioned.
- Use the drag-and-drop icon to move the status.
- Arrange statuses in the desired workflow order.
5. Delete a Status
- Locate the applicable status.
- Select the Delete icon to remove the status.
When a status is no longer needed, consider deactivating it instead of deleting it when maintaining the existing configuration is preferred.
Best Practices
Status Naming
- Use clear and descriptive status names.
- Keep terminology consistent across the agency.
- Use names that clearly communicate the permit's current stage, such as Pending Review or Awaiting Inspection.
Workflow Design
- Arrange statuses in the order permits typically progress through the agency's workflow.
- Designate a Final Status carefully because permits in a Final Status cannot be edited.
- Review the complete status workflow before deploying changes.
Status Management
- Periodically review Permit Statuses to ensure they continue to reflect current agency processes.
- Consider deactivating an unused status instead of deleting it.
- Document agency-specific permit workflows for administrators and other personnel responsible for processing permits.
Troubleshooting & FAQs
Why isn't a Permit Status available for use?
Verify that the status is configured as Active.
Why can't I edit a permit?
Check the permit's current status. Permits assigned to a Final Status cannot be edited.
Can I reorder Permit Statuses after they are created?
Yes. Use the drag-and-drop control to rearrange statuses into the desired workflow order.
Can I deactivate a Permit Status?
Yes. Permit Statuses can be configured as Active or Inactive.
Can I delete a Permit Status?
Yes. The Permit Status setup provides a Delete option for removing a status.
What does Final Status do?
When a Permit Status is designated as a Final Status, permits assigned to that status cannot be edited.
Should I delete or deactivate a status that is no longer needed?
Consider deactivating an unused status when you want to retain the status configuration rather than removing it.