Permit Request from the Community Connect Portal

Permit Request from the Community Connect Portal

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate the work flow process when a Permit is requested from the Community Connect Portal.

Related Articles


Video


Instructions

1. Option 1: Click on Permits.






2. Click on Permits.


Click on Permits.



3. Set Advanced Search to Status "Submitted" and select "Apply."






4. Select "Edit for the Submitted Permit.






5. The Permit will get assigned to the signed in user. This can be changed, if needed.


The Permit will get assigned to the signed in user. This can be changed, if needed.



6. To view any attachments added to the Permit request, click on Review.
  1. Attached files will be in the Attachments area, click on View Attachment.

To view any attachments added to the Permit request, click on Review.



7. If you have any Custom Data Fields available in the Permit Type, select Custom Data Fields to view them.
  1. To review Custom Data Field(s) displayed in the Community Connect Portal for the Permit requester, expand the Custom Data Field.
  2. The Custom Data Field will be marked with "Show on CC" (#1).
  3. Data entered by the requester will be displayed (#2).
  4. You may have other Custom Data Fields to to enter data into for the Permit.





8. To view any notes added for the Permit requested, Click on History.
  1. Notes will be in the Permit Submitted row.

To view any notes added for the Permit requested, Click on History.



9. Follow your local work flow process for the Permit Request, then select "Close."
  1. The Permit requester will receive an email notification with any status change to the permit.
  2. For an "Approved" Permit, the requester will receive a copy of the Permit attached to the email.






10. Option 2: If you have notifications set-up for the Permit Type, Users will receive an email notification.
  1. Select the link and the user will be taken to the Edit Permit Page. Follow the same workflow process as described above in steps 5 through 9.





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