Permits: Creating a New Permit

Permits: Creating a New Permit

Purpose

  1. To provide instructions on how to Create a New Permit in the First Due Platform.

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 and select the correct address.


Enter and select the correct address.



5. Select the correct date for Application Received date.


Select the correct date for Application Received date.



6. Click on Permit Type from the dropdown menu.


Click on Permit Type from the dropdown menu.



7. Enter Notes, if desired.


Enter Notes, if desired.



8. Click on Save.


Click on Save.



9. Enter appropriate information:






10. Click on Link Permit and then link to Inspection and/or Invoice as appropriate.
  1. NOTE: There has to be an existing Inspection and/or Invoice for the Permit address before the Link Permit button is live and can be selected.






11. Click on Occupancy to review and update Occupancy Data.


Click on Occupancy to review and update Occupancy Data.



12. Click on Contacts and add or edit Occupancy and/or Vendor contacts.






13. Click on Review and enter Project Description, change slider for Plan Review Included, enter the Plan Review Type, and add attachments as appropriate.


Click on Review and enter Project Description, change slider for Plan Review Included, enter the Plan Review Type, and add attachments as appropriate.



14. Click on Invoices to add a new Invoice for the permit.


Click on Invoices to add a new Invoice for the permit.



15. Click on Inspections to review past inspections or to schedule a new inspection.


Click on Inspections to review past inspections or to schedule a new inspection.



16. Click on Custom Data Fields and enter data or make selections as needed.


Click on Custom Data Fields and enter data or make selections as needed.



17. Click on Signatures to add signatures as applicable.


Click on Signatures to add signatures as applicable.



18. Click on Permit Form to view the Permit Form, select options (see list below), print the Permit Form, and/or send the Permit Form and selected attachments via email.
  1. 1 - Print
  2. 2- Download
  3. 3 - PDF Options
  4. 4 - Recipients
    1. Permit Occupancy and/or Vendor Contact by default.
    2. Additional Recipients can be manually added
  5. 5 - CC Me
  6. 6 - Select attachments to send with the permit via email
    1. Attachments added in the Review section






19. Click on History to review the Permit History ands enter reason if applicable.


Click on History to review the Permit History ands enter reason if applicable.



20. Permit Options: Approved






21. Click Approved and fill in appropriate information.
  1. Effective Date can be set back to application date.
  2. Update Permit Duration and Expiration Date, if appropriate.
  3. Check Valid Until Revoked for a Permit that does not expire.
  4. Select Submit.

Click Approved and fill in appropriate information.



22. Permit Options: Rejected






23. Click on Rejected, enter reason for permit rejection and select Submit.


Click on Rejected, enter reason for permit rejection and select Submit.



24. Permit Option: Closed






25. Click on Closed, enter reason for Closure.


Click on Closed, enter reason for Closure



26. Permit Options: To add a new Permit from the Edit Permit page, select New Permit.
  1. This method will allow a user to chain permits together for an Occupancy.





27. Click on Save when done editing your permit.


Click on Save when done editing your permit.









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