How Do I Add Approvals For Permits?

Updated Mar 30, 2017

Approvals are used when outside parties need to be involved, notified, or plans reviewed before a permit can be issued.  If an approval is required and has not been passed, the permit will not be allowed to gain a permit number and/or be invoiced.

Go to the Approvals tab on the permit.

  1. Required Approvals need to have the Req Checkbox checked.
  2. To pass an approval, the Approval checkbox must be checked.  When Checked, 'Approved By' becomes the current user as well as the date approved will be set to the current day.  
  3. Any additional notes may also be added at this time.
  4. If an approval is not on the list, click Add New Approval.
  5. Select the Department and then follow steps 1-3.
  6. When finished, click Save.
  7. When all approvals have passed and a permit number is assigned, the status will go from Estimate to Approved.
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