Permits and Permit Tracking

 

Permits

Adding a Permit

Finding a Permit

Permits

The basic application provides for (18) permit types and  each of these permit types may be further designated by an unlimited number of permit Sub-Types. (Additional standard permits types may be added to the application as an optional service). 

bullet Building
bullet Demo
bullet Electrical
bullet Fire Protection
bullet Gas
bullet Mechanical
bullet Plumbing
bullet Driveway (Road Occupancy)
bullet SMO/OLDS (Sewage Maintenance/On Lot Disposal System Management)
bullet Planning
bullet Rental
bullet Sewage
bullet Sign
bullet Soliciting
bullet Use
bullet Well
bullet ZHB (Zoning Hearing Board)
bullet Zoning

All new permits are created from the property dialog. This links the permit to the particular property. Permits are sorted by their sub-type and status. The possible status of all permits except Planning is as follows:

bullet Active
bullet Cancelled
bullet CO Issued
bullet Complete
bullet Denied
bullet Expired
bullet Pending
bullet Revoked
bullet Stop Work

The default status of these permits is Pending. This status is appropriate for a permit which is waiting for additional information prior to being issued or denied.

The possible status of a Planning Permit is as follows:

bullet Additional Info Required
bullet Approved
bullet Expired
bullet Denied
bullet Reviewed
bullet Under Review

The default status of a Planning permit is Under Review.

When an issue date is input the permit's status is automatically updated to active. All permits issue a warning 30 days prior to the expiration date when they are opened. A tickle report is also provided which lists all expiring permits based on user input as to the type of permit and days till expiration.

Each permit type has particular required fields. The application prompts the user to input information to those required fields prior to saving or exiting the permit dialog.

Permits may be deleted if required. The status of the permit must be "Denied" to enable the "Delete" command. The application prompts the user to prevent an accidental or inadvertent deletion of a permit.

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Adding a Permit

All new permits are created from a property dialog. To add a new permit you must first select an existing property or create a new property listing to which that permit will be linked.

Choose the type of Permit to create command on the "Permits" tab of the property dialog. 

The selected permit dialog will open with the current property and deed owner fields automatically filled. The default status of the permit will be "Pending". Inputting a date in the "Issue Date" field will automatically update the status to "Active". Fill in the remaining fields.

The application prompts the user to enter the required fields prior to saving the record.

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Finding a Permit

Permits may be found by the following methods:

bullet Main Menu - Properties: Select a property and then choose the desired permit from the permits listed for that specific property. See Finding a Property.
bullet Main Menu - Permits - List Permits: The List of all Permits will open. Choose the type of permit from the top row of tabs, "Building", Driveway", etc. Select the status of the permit from the (2) rows of buttons below the permit type tabs. Choose the "All" button to list all permits of the specific type regardless of status. The list will now have all permits of that type listed. Scroll the list to find a particular permit. You may also select the "Search by Name" combo box on the bottom left of the dialog & begin typing the name of the owner. The combo box will list the names of all permit applicants of the permits currently displayed on the list. Highlight the desired permit on the list and choose "Open" or double click the permit listing. The permit dialog will open.
bullet Main Menu - Permits - Search by Permit Number: Enter the type of permit at the first prompt. "B" or "Building", "Z" or "Zoning", etc. Enter the permit number at the next prompt. 
bullet Planning permits may be found from the property dialog or the Main Menu - List Planning Applications.
bullet Permits may be found from the Contractor dialog: Main Menu - Contacts - Contractor List - Contractor - Building Projects Tab. The Building Projects tab contains a list of the available permits with the selected contact recorded as the contractor. The list of permits associated with a particular contractor may be sorted based on the status of the permits.

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