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Permit Workflow
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Permit Workflow
9 Articles
in this category
Written by
Steph Nelson
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Planning Workflow Overview
Workflow Tour Workflow Actions : From the Workflow Actions button you can add a workflow step, reorder workflow steps, bulk assign workflow steps, and bulk update workflow steps. Completed steps : Completed steps have a check...
Written by
Steph Nelson
Updated on : 04 Dec 2024
Quick tips: Using the Workflow
Each Workflow is customized by permit type for your jurisdiction. Moving through the Workflow
Written by
Steph Nelson
Updated on : 27 Jul 2021
Workflow Actions
4 Articles
in this category
Written by
Steph Nelson
Workflow Notifications
2 Articles
in this category
Written by
Steph Nelson
Update workflow status and advance the workflow
A workflow step will not be opened until the workflow steps before it are complete: Since these workflow steps are grouped into step 2, they were all open when step 1 was completed ("Accepted"). This means that work can begin on...
Written by
Steph Nelson
Updated on : 13 Mar 2023
Assign a workflow step
Assign a step in the workflow Assign a plan review to a plans examiner When you assign a workflow step, that doesn't assign a plan review to a plans examiner. To assign a plan review, please follow these steps in...
Written by
Steph Nelson
Updated on : 30 Aug 2023
Issue a permit
Typically, before a permit can be issued, fees have to be assessed and paid. How to assess permit fees After fees have been assed and paid, the permit can be issued. How to Issue a Permit Update workflow step Change workflow s...
Written by
Steph Nelson
Updated on : 06 Oct 2023
Access System-Generated Documents from the Workflow
This feature is available in Permit, Planning, and Business License Workflows. When a document has automatically been generated (like the permit document, inspection card, certificate of completion, certificate of oc...
Written by
Steph Nelson
Updated on : 31 Jan 2024
When a Workflow Step Requires Fee Assessment or Payment
This feature is available in both Permit , Planning Workflows and Business License Workflows . Some workflow steps may require fees to be assessed or payments to be made. This often happens in the "Permit Issua...
Written by
Steph Nelson
Updated on : 27 Dec 2023
Permits: My Work
What is My Work? When a permit workflow step is assigned to you, and the step is open, you will see it in My Work . My Work From the Dashboard On the Dashboard, click My Work My Work From the Permit Grid From the left...
Written by
Steph Nelson
Updated on : 01 Feb 2024
Reopen a Completed Permit or Planning Application
⚡ FYI: To use this feature, a permission must be enabled first To have the ability to reopen a workflow step, you must be granted permission in the system. If you require this functionality, please reach out to support@co...
Written by
Steph Nelson
Updated on : 11 Apr 2024