Purpose Statement
The Permit Approvals feature within Community Connect allows authorized users to review permits that are pending approval. From the Permit Approvals list, users can filter and export permit records, review submitted permit details, access related location information, and approve or reject permit submissions.
Background Information
The Permits Approval page provides a centralized location for managing Community Connect permit submissions awaiting review.
From this page, users can:
- Review permits currently pending approval.
- Filter the list to locate specific permit records.
- Export the Permit Approvals list as a CSV file.
- Open a permit address on the map.
- Review submitted permit information.
- Approve or reject a permit.
When a permit address is opened on the map, additional location-related options may be available, such as accessing a pre-plan or starting an inspection.
Required Permissions
Users must have access to the Community Connect module and the Permits Approval functionality.
Specific permission names were not provided in the source material and may vary by agency configuration.
Video
Step-by-Step Guide
1. Open Permit Approvals
- Select the First Due icon.
- Navigate to Community Connect.
- Select Permits Approval.
2. Review and Filter the Permit Approvals List
- Review the permits currently displayed as pending approval.
- Use the filters at the top of the page to narrow the list.
- Apply the appropriate criteria to locate the permit you want to manage.
- If needed, export the Permit Approvals list as a CSV file for reporting or additional review.
3. Open the Permit Location
- Locate the permit's Address.
- Select the blue highlighted address link.
- The property's location will open on the map.
- Depending on available functionality, you may be able to:
- Access the property's Pre-Plan.
- Start an Inspection.
- Access other available location tools.
4. Locate the Permit Actions
In the Actions column, use the available icons to manage the permit:
- Checkmark – Approve
- X – Reject
- Eye – Review
5. Review Permit Details
- Select the eye icon to review the permit.
- A permit details window opens.
- Review the submitted information, including:
- Contact Information
- Permit Type
- Other submitted permit details
6. Approve a Permit
- Select the Approve (checkmark) icon from the Actions column or permit review window.
- A confirmation window will appear.
- Review the confirmation message.
- Confirm the action to approve the permit.
7. Reject a Permit
- Select the Reject (X) icon from the Actions column or permit review window.
- A confirmation window will appear.
- Review the confirmation message.
- Confirm the action to reject the permit.
Best Practices
- Review the complete permit submission before approving or rejecting it.
- Verify contact information, permit type, and other submitted details for accuracy.
- Use filters when managing a large number of pending permits.
- Open the address link when location context or related property information is helpful during the review.
- Export the list to CSV when permit approval information is needed for additional reporting or review.
- Confirm that you have selected the correct permit before approving or rejecting it.
Troubleshooting & FAQs
Why don't I see the permit I'm looking for?
Review the filters currently applied to the Permit Approvals list. Adjust the criteria as needed to locate the permit.
How can I review a permit without approving or rejecting it?
Select the eye icon in the Actions column to open and review the submitted permit details.
What happens when I select a permit's address?
The address opens on the map. From there, additional location tools may be available, including access to a pre-plan or the ability to start an inspection.
Can I export the pending permit list?
Yes. The Permit Approvals list can be exported as a CSV file for reporting or review.
How do I approve a permit?
Select the checkmark icon and confirm the approval when prompted.
How do I reject a permit?
Select the X icon and confirm the rejection when prompted.