Inspection Record - Managing Permits
Purpose
- To demonstrate how to manage Permits when recording an Inspection Record.
Video
Instructions
NOTE: Save the Inspection before adding a Permit(s) to save and retain any data entered in the sections above Permits.
1. Click on Permits.
2. Current and previous permits displayed.
3. Click on Expand to expand advanced search to filter the permits list if needed.
4. Enter data for advanced search and select Apply. Selecting Reset, will reset the advance search.
5. Click on New Permit to add a new permit.
6. Selecting New Permit will open the FD Permit dialog window.
7. Select a Permit Type and enter an necessary notes.
8. Click on Save.
9. New Permit has been created.
10. Advanced search Options:
- Show Permits
- Inspection Permits - Permits created for this Inspection.
- Inspection Series Permits - Show all permits that are linked with an inspection in the same series. For example, if the user is on the 2nd reinspection it will show any permit linked to the initial inspection, 1st reinspection and 2nd reinspection.
- Occupancy Permits - All Permits associated with the Occupancy.
- Complex Name
- Status Date From
- Status Date To
- Status
- Manual Status
- Permit Type
11. Click on edit to navigate to the Edit Permit dialog window.
12. Edit Permit dialog window.
13. Update or review sections such as Contacts, Review, Custom Data Fields, Signatures, etc. (#1) and then select the appropriate Action such as Approved (#2).
14. Click on Submit in the Permit Application Approved dialog window.
15. Click on Close and the user will be returned to the in-progress inspection.
16. User can select Confirm or Cancel when returning to the In-progress Inspection. This will be displayed if the Inspection is being timed. The Inspection Timer/Clock will be paused while editing the Permit.
17. New active permit example.
18. A Permit created while recording an inspection will be automatically linked to the Inspection Record.
19. Permits renewed or pending renewal during the inspection
process will be linked to the inspection.
- When the permit is created or renewed during the inspection
it will also link the permit to the inspection and be able to add that criteria
in ad-hoc reporting to show in the criteria.
If a permit is opened from Inspections > Open Inspection > Permits, and the user submits, resubmits, or approves the renewal, the permit is automatically linked to the inspection.
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