Documenting a Plan Review for a Permit

Documenting a Plan Review for a Permit

Purpose

  1. To demonstrate how to document a Plan Review when issuing a Permit.

Related Articles

Video


Instructions


1. Click on Permits.


Click on Permits.



2. Click on Permits.


Click on Permits.



3. Click on New Permit.


Click on New Permit.



4. Enter Address, Application Received Date, Permit Type, enter notes as needed and then click on Save.


Enter Address, Application Received Date, Permit Type, enter notes as needed and then click on Save.



5. Click on Review.


Click on Review.



6. Click on Plan Review(s) Included?
  1. Note: Plans Review Types and Permit Type Options have to be set-up for these operations to work correctly.





7. Click on Add.


Click on Add.



8. Select the Review Type. The signed in user will be automatically assigned to the Plan Review, update if needed. Optionally enter the received date, completed date and the total time of review. Then, click on Save.


Select the Review Type. The signed in user will be automatically assigned to the Plan Review, update if needed. Optionally enter the received date, completed date and the total time of review. Then, click on Save.



9. The Permit process can be continued after the Plan Review is Documented.
  1. Workflows for generating an Invoice and/or Inspection in conjunction with a Permit can be determined by the agency. Please refer to the Related Articles and Knowledge Base  for more information.
  2. Approve/Reject
  3. Add Invoice - Manual or Autogenerated
  4. Schedule Inspection
  5. Link Permit to an Invoice
  6. Link Permit to an Inspection
The Permit process can be continued after the Plan Review is Documented.


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