Getting Started Guide – Permits

Getting Started Guide – Permits


Getting Started Guide – Permits – 

 Purpose: This guide is designed to assist in setting up First Due accounts. This Guide contains articles that cover Set Up, Training Personnel, Helpful Articles, and Tips and Best Practices. 




 


Helpful articles for set up and configuration   

  1. Permit: Add Custom Data Fields 

  2. Create and Edit Plan Review Types

  3. Permits: Manual Status Setup

  4. Permit: Form Builder - Adding Custom Data Fields 

  5. Creating/Editing Multi-Form in Permits 

  6. Editing a Permit Type 


Tips and Best Practices

  1. Set-up your account for Permits in this order: 

  1. Customize Permit Statuses according to your local practices and procedures. 
  2. Create Plan Review Types as needed according to your local practices and procedures. 
  3. Create Invoicing if any fees are associated with Permits. 
  4. Set-up the Permit Form(s) needed using the Permits Form Builder. 
  5. Create Permit Types according to your local practices and procedures.

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