Create and Edit Permit Type

Create and Edit Permit Type

Purpose

  1. The purpose of this Knowledge Base Article is to learn how to create and edit permit types.

Related Article

Video


Instructions

1. Click on Permits.


Click on Permits.



2. Click on Permit Types.


Click on Permit Types.



3. Click on Add New Type or select Edit to edit a current Permit Type.
  1. NOTE: A current Permit Type can be edited at any time. Select edit for the Permit Type in the Actions Column to edit a Permit Type.

Click on Add New Type or select Edit to edit a current Permit Type.



4. Enter a "Permit Name."






5. Select IFC Permit Class.


Select IFC Permit Class.



6. Select Workflow.


Select Workflow.



7. Select a default duration, Days or Years and enter the correct value for the duration.


Select a default duration, Days or Years and enter the correct value for the duration.



8. Select the Inspector Signature needed.
  1. None.
  2. Sign or Fill.
  3. Sign.




9. Enter notes as needed.


Enter notes as needed.



10. Click on Responses.


Click on Responses.



11. If your agency has deadlines for responding to a Permit Application, select yes and enter the appropriate business days to respond.


If your agency has deadlines for responding to a Permit Application, select yes and enter the appropriate business days to respond.



12. If a Plan Review adds time to the response deadlines, select yes and add the appropriate business days.


If a Plan Review adds time to the response deadlines, select yes and add the appropriate business days.



13. Click on Options.


Click on Options.



14. If Plan Reviews are allowed for the Permit Type, move the slider to the right and select the appropriate Plan Review(s).


If Plan Reviews are allowed for the Permit Type, move the slider to the right and select the appropriate Plan Review(s).



15. If Inspections are conducted for the Permit Type, move the slider to the right and select the appropriate Inspection Type(s).


If Inspections are conducted for the Permit Type, move the slider to the right and select the appropriate Inspection Type(s).



16. If your agency bills for Permits, Inspections, and/or Plan Reviews for the Permit Type, move the slider to the right.






17. See the Related Article on how to add Custom Data fields to your Permit Type.


See the Related Article on how to add Custom Data fields to your Permit Type.



18. Click on Forms.


Click on Forms.



19. Select the correct Permit Form Layout for the Permit Type.


Select the correct Permit Form Layout for the Permit Type.



20. Click on Email.


Click on Email.



21. Select the appropriate outgoing email address (sender).
  1. If using an agency email address, enter it here. See the Related Article "Inspection Type Part 4 – Email" Step 9.
    1. Entering the Token Names and Values for an Inspection Type will allow you to use the same agency email address domain as the outgoing email address for Permits.
  2. Enter custom text in the email message body, if desired.
  3. Formatting options for your email message body.

  1. Select the appropriate outgoing email address (sender).



22. Click on Community Connect.


Click on Community Connect.



23. Select the correct Community Connect availability for the Permit Type.
  1. This option is for agencies using Community Connect.
  2. Community Connect and High Hazard users.
  3. Community Connect users.
  4. High Hazard users.
  5. Not Available.

Select the correct Community Connect availability for the Permit Type.


24. Attachments:
  1. Check to enable CC/HH users to upload attachments (#1).
  2. Check to Require Attachments (#2).





25. Instructions to CC/HH User:
  1. Add an attachment to send with the confirming email upon the permit request being made (#1).
  2. Email message text formatting options (#2).
  3. Example text for the email message sent with the confirming email upon the permit request being made (#3).





26. Notifications:
  1. Add User(s) and/or Fire Prevention Team(s) for the notification that a permit has been requested.





27. Click on Close.
  1. Select Yes to save your Permit Type.

Click on Close.




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