Purpose To demonstrate how to document a Plan Review when issuing a Permit. Related Articles Create and Edit Plan Review Types Creating a New Permit Invoicing Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. ...
Purpose To explain the process of a user submitting a pre-plan for review and the administrator managing that pre-plan. Video Background This workflow is intended for agencies that grant permission for users to add or edit a pre-plan but not publish ...
Purpose The purpose of this Knowledge Base Article is to learn how to create and edit permit types. Related Article Adding Custom Data Fields to Permit Type Inspection Type - Part 4: Email Video Instructions 1. Click on Permits. 2. Click on Permit ...
Purpose To provide an overview of navigation and available actions within the Pre-Plan List. Video Directions 1. Navigate to Pre-Plan List via the Pre-Planning Module. 2. The list will show all occupancies in the system that have pre-plan information ...
Purpose To explain how to create and edit Work Types in the Scheduling Module. Video Directions 1. Click on Scheduling>Setup. 2. Click on Work Types. 3. Click on Add Work Type. 4. Type in the Work Type name and a shortcode. 5. Is Shift Type: If ...