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Knowledge Center

Form Builder - Permits Table

Purpose Statement

This article explains how to configure and use the Permits Block within the First Due Inspections Form Builder. The Inspection Permit Block allows departments to display linked permits associated with inspections. 

This functionality provides a clear and organized way to present linked permits on completed reports that are printed or emailed.

Background Information

The Permits Block is available within the Inspections Form Builder and can be added to an inspection report template.

Departments can customize the placement of this block and determine which inspection results and associated information appear on the completed report.

The information displayed is controlled by several configuration settings, including:

  • Inspection Types: Configure which result options display associated codes.
  • Forms: Determine which inspection results appear on printed or emailed reports.

The Permits Block can display the following information when configured and available:

  • Linked Permits

Important: Information without available data will not appear on the completed inspection report.

Required Permissions

Users must have the appropriate permissions to:

  • Access the Inspections module.
  • Create or edit forms within the Form Builder.

Video

Step-by-Step Guide


Step 1: Open the Form Builder

  1. Navigate to the Form Builder within First Due.
  2. Select Create Form or Open an existing form that you want to edit.

 

Step 2: Add the Permit Block

  1. Within the Form Builder, locate the Permit Table block.
  2. Click the block to add it to the inspection report.
  1. Select the block to review its available options.

 

  1. Use the available controls to:
    • Convert the block to another available option.
    • Move the block up or down within the report.
    • Delete the block if it is no longer needed.

 

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Important Note:

The Checklist Table may already be included in an existing inspection report template. It can be removed and added again in a different location if needed.

 

Step 3: Review the Completed Inspection Report

  1. Open a completed inspection that uses the configured checklist.
  2. Generate or preview the inspection report.
  3. Locate the Permit Block.

  4. Verify that the report displays the appropriate:

    • Linked Permits

 

Best Practices

  • Review Linked Permits: Confirm that a permit is linked to an inspection.  

  • Preview Reports: Generate a sample report after making changes to verify that the expected information appears.