Plan Review     Approval       Bonds

All permit types may have any number of plan review records associated with them.

To list plan review records select from the Main Menu, "Planning", "List / Create Plan Reviews". This command will open the "Plan Review List". Opening the "Plan Review List" with a permit record active filters the list to show only those plan review records associated with the active permit record. If the command is selected when there is not a permit record as the active dialog the "Plan Review List" will open with all plan reviews records where information has been requested, marked as required but not yet received. When the list is opened in this condition the "Open" command button is visible on the bottom of the list box to requery the list box for all open plan review records. Open plan review records are those records which have not been marked as approved or denied.

To create a plan review record select from the Main Menu, "Planning", "List / Create Plan Reviews", with a permit record as the active dialog. This command will open the "Plan Review List". Opening the "Plan Review List" with a permit record active filters the list to show only those plan review records associated with the active permit record. When the plan review list is opened in this condition the "New" command button is enabled. Selecting the "New" command will create a new plan review record associated with the active permit record.

Permit Type (Auto)

Permit No (Auto)

Permit Review By (Drop down list of plan reviewing enities) The plan review by list may be added to on the fly from this combo box or it may be added to or edited from the Main Menu, "Edit", "Plan Review", "Plan Reviewer List".

Application Received w/ Date

Approved w/ Date

Denied w/ Date

Comments (memo)

In addition to the above fields, the following fields of the record may be filled out if you wish to use the record as a request for additional information.

Information Requested (Drop down list of plan review items) The plan review items list may be added to on the fly from this combo box or it may be added to or edited from the Main Menu, "Edit", "Plan Review", "Plan Review Items".

Information Received w/ Date

Creating a plan review record with information requested and marked as required will automatically change the status of an associated "Planning" permit to "Add'l Info Req". Once the Information requested has been marked as received the status will be changed to "Under Review".

Plan Review records may be deleted by selecting the "Delete" command on the Plan Review record dialog.

Bonds

All permit types may have any number of bond records associated with them.

To list bond records select from the Main Menu, "Planning", "List / Create Bonds". This command will open the "Bond List". Opening the "Bond List" with a permit record active filters the list to show only those bond records associated with the active permit record. If the command is selected when there is not a permit record as the active dialog the "Bond List" will open with all bond records which are currently marked as "Active" listed. When the list is opened in this condition the "Expiring" and "Active" command buttons are visible on the bottom of the list box. When the "Expiring" command is selected the user is prompted to input the number of days from the current date to query for "Active" bond records where the "Expire" date meets the input date criteria. Selecting the "Active" command will requery the list for all bond records where the status is "Active".

To create a bond record select from the Main Menu, "Planning", "List / Create Bonds", with a permit record as the active dialog. This command will open the "Bond List". Opening the "Bond List" with a permit record active filters the list to show only those bond records associated with the active permit record. When the bond list is opened in this condition the "New" command button is enabled. Selecting the "New" command will create a new bond record associated with the active permit record.

Permit Type (Auto)

Permit No (Auto)

SubType (Drop down list of bond subtypes) The bond subtype list may be added to on the fly from this combo box or it may be added to or edited from the Main Menu, "Bond SubTypes".

Bond Amount w/ Date

Status (Active, Expired, Returned)

Amount Received w/ Date

Comments (Memo)

Bond records may be deleted by selecting the "Delete" command on the Bond record dialog.

Approvals

All permit types may have any number of approval records associated with them.

To list approval records select from the Main Menu, "Planning", "List / Create Approvals". This command will open the "Approval List". Opening the "approval List" with a permit record active filters the list to show only those approval records associated with the active permit record. If the command is selected when there is not a permit record as the active dialog the "Approval List" will open with all approval records which are currently neither Approved nor Denied.

To create a approval record select from the Main Menu, "Planning", "List / Create Approvals", with a permit record as the active dialog. This command will open the "Approval List". Opening the "Approval List" with a permit record active filters the list to show only those approval records associated with the active permit record. When the approval list is opened in this condition the "New" command button is enabled. Selecting the "New" command will create a new approval record associated with the active permit record.

Permit Type (Auto)

Permit No (Auto)

Approved By (Drop down list of plan reviewing enities) The approved by list may be added to on the fly from this combo box or it may be added to or edited from the Main Menu, "Edit", "Plan Review", "Plan Reviewer List".

Approved w/ Date

Denied w/ Date

Comments (Memo)

Approval records may be deleted by selecting the "Delete" command on the Approval record dialog.