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Permits Module Enhancements Overview

Purpose Statement

This article provides an overview of the latest enhancements to the Permits Module, highlighting key usability, performance, and design improvements. These updates are designed to streamline workflows, improve data visibility, and create a more consistent user experience across the platform.

Background Information

The Permits Module has undergone a comprehensive redesign to align with modern UI/UX standards and improve operational efficiency for Fire and EMS agencies. These updates focus on reducing manual effort, improving navigation, and ensuring consistency across all permit-related workflows.

This release impacts multiple areas including permit management, configuration pages, mobile usability, and data entry workflows.

Required Permissions

Access to the updated features depends on existing role-based permissions within the Permits Module, including:

  • Permit creation and editing
  • Permit type management
  • Configuration page access (Statuses, Plan Review Types)
  • Bulk action permissions (delete, renew)

Note: Certain actions (e.g., cloning, deleting permit types) remain permission-gated.

Permit List Enhancements

  • Fully redesigned permit list with improved usability and performance
  • Advanced filtering capabilities for more precise data retrieval
  • Column customization allowing users to control visible data fields
  • Sortable columns for faster data organization
  • Saved Views enable users to save and share filter and column configurations across their team (client-scoped)
  • Introduction of Bulk Actions Banner supporting:
    • Submit for Renewal

    • Delete multiple permits at once



       

Permit Form (New/Edit) Improvements

  • Introduction of a modern tabbed interface organizing permit data into:
    • Occupancy
    • Contacts
    • Plan Review
    • Invoices
    • Inspections
    • Custom Data Fields
    • Signatures
    • Permit Form
    • History
  • New Highlights Slideout for quick access to key metadata and editable fields
  • Improved inline error messaging for clearer feedback during permit creation and updates

 

Contacts Tab Updates

  • Addition of contact attribute badges for quick identification:
    • Primary Contact
    • Permit Contact
  • Badges are visible directly within the contacts list, improving clarity without additional clicks

Custom Data Fields Enhancements

  • New sidebar navigation with:
    • Search functionality
    • Expand/Collapse all controls
    • Completion status indicators
  • Fully optimized mobile experience:
    • Stacked card layout
    • Integrated search
    • Streamlined data entry flow

Signatures Tab Improvements

  • Redesigned signature capture modal for a cleaner user experience
  • Support for electronic signing, improving compliance and reducing paperwork

Permit Types Redesign

  • Completely rebuilt Permit Types list with improved usability
  • Available actions (permission-based):
    • Edit
    • FD Clone
    • Delete
  • New auto-trim functionality for custom data field titles during cloning to prevent character limit errors

 

Supporting Pages Updates

Plan Review Types Page

  • Redesigned list view for improved readability
  • New add/edit modal for faster configuration

Permit Status Page

  • Drag-and-drop functionality for easy status reordering
  • Ability to designate Final Status
  • Active/Inactive status management for better control

Responsive Design & System Consistency

  • Full mobile optimization for Custom Data Fields with a modern, stacked layout
  • Unified design system applied across all permit-related tables
  • Consistent interactions, layouts, and empty states throughout the module
  • Improved overall user experience with predictable and standardized UI behavior

Best Practices

  • Utilize Saved Views to standardize workflows across teams
  • Leverage bulk actions to reduce repetitive administrative tasks
  • Regularly review Permit Status configurations to ensure accurate reporting
  • Take advantage of mobile enhancements for field-based data entry
  • Ensure users have appropriate permissions to access new functionality

Troubleshooting & FAQs

Q: Why can’t I see certain actions like delete or clone?
A: These actions are permission-based. Contact your system administrator to verify access.

Q: Are Saved Views shared automatically?
A: Yes, Saved Views are client-scoped and can be shared across your organization.

Q: Why is a cloned permit type missing some data?
A: Custom data field titles are automatically trimmed during cloning to prevent system errors due to character limits.

Q: Is the new layout available on mobile?
A: Yes, key areas such as Custom Data Fields are fully optimized for mobile use.