Purpose Statement

The Multi-Permit Form Builder allows users to create and customize a unified document that includes multiple permits associated with an inspection. This feature streamlines reporting, ensures consistency, and improves communication by consolidating permit information into a single, professional format.

Background Information

The Multi-Permit Form is used when sending inspection reports that include multiple permits. When enabled in system settings, the platform automatically links permits and utilizes this form as the default output.

This feature is particularly useful for Fire Prevention and Inspection teams that need to:

• Reduce manual formatting of reports
• Maintain standardized documentation across inspections
• Improve clarity for property owners and stakeholders

Prerequisite: The feature must be enabled in Inspection Setup → System Options.

Required Permissions

Users will need:

• Access to Inspections Module
• Permission to Edit Inspection Setup / System Options
• Permission to Create/Edit Form Templates

Video

Step-by-Step Guide
 

1. Enable Multi-Permit Form Settings

1. Navigate to Inspections
2. Select Inspection Setup
3. Click System Options
4. Enable the following toggles:
   • Link all permits when sending inspection report
   • Use multi-permit form builder by default
5. Save changes (if applicable)

2. Access the Multi-Permit Form Builder

1. Open the Multi-Permit Form Builder
2. Review data at the top:
   • Created date
   • Last modified by user
3. Use:
   • Save to apply changes
   • X (Close) to exit without saving

3. Configure Header (Logo & Title)

1. Choose header type:
   • Logo + Text, or
   • Image Header
2. Upload an image:
   • Drag and drop OR double-click to upload
3. Enter department details (e.g., address)
4. Apply formatting as needed:
   • Bold, italics, headers, etc.

4. Edit Form Title & Header Details

1. Update the Form Title (e.g., “Notice of Permits”) if needed
2. Modify Header Information (e.g., Fire Official name)
3. Use formatting tools to customize appearance

5. Review Location & Permit Data Section

• This section is auto-populated
• Pulls data from permits linked to the inspection
• Appears between header and footer

6. Customize Footer Information

1. Edit footer text as needed
2. Apply formatting (bold, headers, etc.)

7. Configure “Issued By” Contact Information

1. Select which fields to display:
   • Name
   • Rank
   • Phone Number
   • Email Address
   • Signature
2. Check/uncheck fields to include or exclude
3. Changes will reflect immediately in the preview

8. Save and Exit

1. Click Save to apply all changes
2. Click X to exit the builder

Best Practices

• Use consistent branding (logo, fonts, formatting) across all forms
• Keep header and footer information concise and professional
• Only include necessary contact fields to avoid clutter
• Preview changes before saving to ensure proper formatting
• Ensure system options are enabled before relying on the form

Troubleshooting & FAQs

Q: My multi-permit form is not being used when sending reports.
A: Verify that the “Use multi-permit form builder by default” toggle is enabled in System Options.

Q: Permit data is missing from the form.
A: Ensure permits are properly linked to the inspection.

Q: My formatting looks incorrect in the final report.
A: Recheck formatting settings in the editor and preview changes before saving.

Q: I cannot edit the form builder.
A: Confirm you have the required permissions for Inspection Setup and form editing.