Permits: Landing Page

Permits: Landing Page

Purpose Statement

The Permits Landing Page serves as the central hub for managing all permit-related activities within the Fire/EMS software platform. This interface provides users with comprehensive tools to search, view, organize, and manage permits efficiently, streamlining the permit management process for fire departments and EMS agencies.


Background Information

The Permits Landing Page is the primary workspace for permit management operations, offering both basic and advanced search capabilities, bulk operations, and customizable display options. This centralized interface supports various permit types commonly managed by fire departments including fire permits, occupancy permits, special event permits, and hazardous materials permits. The page integrates with the broader Fire/EMS platform to provide seamless access to related incident data, inspection records, and compliance tracking.


Required Permissions

To access and utilize the Permits Landing Page functionality, users must have the following permissions:

  • Permits View: Required to access the permits landing page and view permit records
  • Permits Edit: Needed to modify existing permit information
  • Permits Create: Required to add new permits using the "New Permit" function
  • Permits Delete: Necessary for individual and bulk delete operations
  • Advanced Search Access: May require elevated permissions depending on system configuration

Video



Step-by-Step Guide




1. Click on Permits.


Click on Permits



2. Click on Permits.


Click on Permits



3. Enter Global Search (e.g. Address, Occupancy Name), then search.


Enter Global Search (e.g. Address, Occupancy Name), then search



4. Click to Expand Advanced Search fields.


Click to Expand Advanced Search fields.



5. Select or enter Advanced Search criteria.


Select or enter Advanced Search criteria.



6. Click on Apply.


Click on Apply



7. Click on Reset to reset Global and Advanced Search fields.


Click on Reset to reset Global and Advanced Search fields.



8. Click on Collapse to hide the Advanced Search fields.


Click on Collapse to hide the Advanced Search fields.



9. Click on New Permit to add a new Permit.


Click on New Permit to add a new Permit.

Notes
Note: See related article on how to create a new permit.


10. Click on the dropdown to select which columns to display.


Click on the dropdown to select which columns to display.



11. Check rows or "All" for Bulk Operation (Delete).






12. Click Delete for Bulk Operation.


Click Delete for Bulk Operation.



13. View Type: Manually Update Status.







14. View Type: Automatic Update Status.






15. Click column title to sort in ascending or descending order.


Click column title to sort in ascending or descending order.



16. Click on, hold, and Drag column a column to rearrange the order of the columns.


Click on, hold, and Drag column a column to rearrange the order of the columns.




17. Select and drag the column separator to increase or decrease columns width.


Select and drag the column separator to increase or decrease columns width.



18. Actions: View (eye), Edit, and Delete.







19. Page attributes are available at he bottom of the page.


Page attributes are available at he bottom of the page.



Best Practices

  • Use Global Search first for quick lookups using common identifiers like addresses or business names
  • Leverage Advanced Search when you need to filter by specific criteria such as permit type, status, or date ranges
  • Customize column display to show only the information most relevant to your current task
  • Sort by expiration dates to prioritize permit renewals and compliance activities
  • Use bulk operations carefully - always verify your selection before executing bulk delete operations
  • Reset search fields between different search sessions to avoid unintended filtering
  • Adjust column widths to optimize screen space and improve readability

Troubleshooting & FAQs

Q: Why don't I see the "New Permit" button? A: This typically indicates insufficient permissions. Contact your system administrator to verify you have "Permits Create" permission.

Q: Advanced Search fields aren't expanding when clicked. A: Clear your browser cache and refresh the page. If the issue persists, check with IT support for browser compatibility.

Q: Bulk delete operation isn't working. A: Ensure you have proper "Permits Delete" permissions and that the selected permits aren't linked to active incidents or inspections.

Q: Column sorting isn't functioning properly. A: Try refreshing the page. Some custom fields may not support sorting functionality.

Q: Search results are returning too many irrelevant records. A: Use Advanced Search with more specific criteria rather than relying solely on Global Search for complex queries.

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