What - The Permits Module has been comprehensively redesigned to improve usability, performance, and consistency across the platform, including updates to permit management, configuration pages, mobile responsiveness, and data entry workflows.
Why - These changes were implemented to streamline workflows, reduce manual effort, improve navigation, and align the module with modern UI/UX standards for a more efficient and consistent user experience.
How -
Navigate to Permits Module from the main application
Access updated features based on existing role-based permissions
Utilize redesigned pages including Permit List, Permit Types, and Configuration
Note: Certain actions such as cloning or deleting permit types remain permission-based
Use Case - Personnel managing permits can now navigate a more intuitive interface, reducing time spent locating information and completing tasks while maintaining consistency across all workflows.
Permit List Enhancements
What - The permit list has been fully redesigned with advanced filtering, column customization, sortable columns, saved views, and a bulk actions banner supporting multi-permit renewal and deletion.
Why - These enhancements improve data visibility, enable faster organization, and reduce repetitive administrative tasks when managing large volumes of permits.
How -
Go to Permits > Permit List
Use Filters to refine results
Select Columns to customize visible data fields
Click column headers to Sort data
Save configurations using Saved Views
Select multiple records to activate the Bulk Actions Banner
Choose Submit for Renewal or Delete
Note: Saved Views are client-scoped and shareable across users
Use Case - A supervisor can create a saved view showing only expiring permits, share it with their team, and use bulk actions to renew multiple permits at once.
Permit Form (New/Edit) Improvements
What - The permit form now features a modern tabbed interface, a highlights slideout for key metadata, and improved inline error messaging for clearer validation feedback.
Why - This update organizes complex permit data into manageable sections and improves accuracy during data entry by providing clearer, real-time feedback.
How -
Open Permits > New Permit or edit an existing record
Navigate tabs such as Occupancy, Contacts, Plan Review, Invoices, Inspections, Custom Data Fields, Signatures, Permit Form, and History
Use the Highlights Slideout to view and edit key fields
Review Inline Error Messages during form completion
Use Case - A user creating a permit can quickly move between tabs, identify missing required fields through inline validation, and update key details without navigating away from the form.
Contacts Tab Updates
What - Contact attribute badges have been added to identify Primary and Permit Contacts directly within the contacts list.
Why - This improves clarity and reduces the need for additional clicks when identifying key contacts associated with a permit.
How -
Navigate to the Contacts Tab within a permit
View badges labeled Primary Contact or Permit Contact next to contact names
Use Case - During inspections or follow-ups, users can immediately identify the correct contact without opening individual records.
Custom Data Fields Enhancements
What - Custom Data Fields now include sidebar navigation with search, expand/collapse controls, completion indicators, and a fully optimized mobile experience with a stacked layout.
Why - These improvements simplify navigation and data entry, especially for complex or lengthy forms, while supporting efficient field use in mobile environments.
How -
Open Custom Data Fields within a permit
Use the Sidebar Search to locate fields
Select Expand All or Collapse All as needed
Review Completion Status Indicators
Access via mobile for optimized stacked layout and streamlined input
Use Case - Field personnel can quickly locate and complete required data on mobile devices without navigating through long, unstructured forms.
Signatures Tab Improvements
What - The signature capture process has been redesigned with a cleaner modal and support for electronic signing.
Why - This enhances compliance, reduces reliance on paper-based processes, and improves the overall signing experience.
How -
Navigate to the Signatures Tab within a permit
Select Add Signature
Complete signing within the redesigned modal
Use Case - Inspectors can collect digital signatures on-site, eliminating the need for physical paperwork and speeding up documentation.
Permit Types Redesign
What - The Permit Types list has been rebuilt with improved usability and includes actions such as edit, clone, and delete, along with auto-trim functionality for custom data field titles during cloning.
Why - These updates improve management of permit types and prevent system errors caused by character limits during cloning.
How -
Go to Configuration > Permit Types
Select a permit type to Edit, FD Clone, or Delete (based on permissions)
Clone permit types with automatic trimming applied to long field titles
Note: Some actions are permission-restricted
Use Case - Administrators can quickly duplicate existing permit types for new use cases without encountering errors due to field length limits.
What - Supporting configuration pages have been enhanced with redesigned list views, faster add/edit modals, drag-and-drop status ordering, final status designation, and active/inactive controls.
Why - These changes simplify configuration management and improve accuracy in status tracking and reporting.
How -
Navigate to Configuration > Plan Review Types
Use the updated list and Add/Edit Modal
Navigate to Configuration > Permit Status
Drag and drop to reorder statuses
Set a Final Status
Toggle Active/Inactive states
Use Case - System administrators can quickly adjust permit workflows and ensure statuses accurately reflect operational processes.
Responsive Design & System Consistency
What - A unified design system has been applied across all permit-related interfaces, including full mobile optimization and consistent layouts, interactions, and empty states.
Why - This ensures a predictable and cohesive user experience across devices, improving usability and reducing training needs.
How -
Access the Permits Module on desktop or mobile devices
Interact with consistent UI elements across lists, forms, and configuration pages
Use Case - Users transitioning between desktop and mobile environments can perform the same tasks with minimal adjustment due to consistent design behavior.
Configure Permit Email Notifications
What - Introduced new configuration options that allow administrators to control whether permit contacts receive email notifications when a permit status changes, with separate handling for permits originating from CC, HH, and BP workflows, providing more granular control over communication preferences.
Why - This enhancement improves flexibility in managing permit-related communications by allowing agencies to tailor notification behavior based on workflow origin, helping reduce unnecessary emails while ensuring relevant stakeholders remain informed.
How -
Navigate to System Settings > Permit Configuration > Email Notifications
Configure notification preferences for each workflow type (CC, HH, BP)
Enable or disable email notifications for permit status changes as needed
Save changes to apply updated notification rules
Note: Available options may vary depending on configured workflows in your environment
Use Case - An agency can disable email notifications for internal-only permits originating from one workflow while keeping notifications enabled for externally facing permits in another, ensuring that applicants receive timely updates without overwhelming internal staff with unnecessary emails.