Once you enter the initial permit type and parcel information, you will be taken to the full permit. The permit type template determines the tabs that display and the order in which they display. There can be up to 21 tabs displayed for any given permit type, but two will always be visible: Main and Notes.
The Main tab displays an overview of your permit at a glance. This tab shows the Project Name, Process State, and Primary Contact along with a series of Status dates that indicate your progress in processing the permit.
The Notes tab compiles and displays all notes associated with any part of the permit application. For example, all contact notes, submittal notes, and parcel notes will collectively be displayed on this tab. You can add a variety of note types and each note can have any number of attachments. Click on a note in the list to expand it and show more detail.
The Associations tab allows you to link license records to the permit. This tab will also list any Code Enforcements cases that have been associated with the permit application or parcel.
The Bonds tab allows you to add bonds to the permit and define their Bond Number, Amount, and Expiration Date.
The Conditions tab allows users to associate Standard and Custom Conditions to a specific permit. Conditions can be set up to automatically populate whenever specific permit types are created, or the conditions can be added to a permit as needed. A common Condition might be "Call before you dig."*Note: Conditions may be pre-populated in this section depending on the permit type selected.
The Contacts tab allows you to list anyone associated with this Permit, such as owners or contractors. Contacts can be added from your existing contact database or you can add them as new contacts. On this tab you can identify each contact's role and designate one contact as the Primary Contact for the permit.
The Contractors tab lets you select specific contractor licenses and associate as many contractor licenses as necessary to the current permit.
The Details tab contains custom fields defined by your SmartGov administrator. Each custom field can have notes tied to it. *Note: Details may be pre-populated in this section depending on the permit type selected.
The Fees tab allows you to associate as many fees as necessary to the Permit. You can also create receipts and view the receipt history from this tab. Each fee can have notes tied to it. *Note: Fees may be pre-populated in this section depending on the permit type selected.
The Fixtures tab allows you to add, edit, and remove any fixtures associated with the permit. Each fixture type can have notes tied to it. *Note: Fixture Types may be pre-populated in this section depending on the permit type selected.
The Inspections tab displays the default inspection types based on the selected permit type. You may add any additional inspection types to your permit. You can request inspections and re-inspections from this tab. *Note: Inspection types may be pre-populated in this section depending on the permit type selected.
The Items tab allows you to associate as many item types as necessary. You may add any additional item types associated with the permit . Relevant information related to the item can be included by clicking on the specific type. Each item can have notes tied to it.
The Other Requirements tab allows you to attach dependent permit records, referred to as child permits, to the current permit. This will create a hierarchy of related permits. *Note: Child permit types may be pre-populated in this section depending on the permit type selected.
The Parcels tab allows you to attach as many parcels as necessary to the permit. Select a parcel from the list to populate detailed information in the Selected Record panel. Click on a parcel's information button () to display and edit data for that parcel. Each parcel can have notes tied to it.
The Prerequisites tab allows you to view any requirements a contractor must meet in order to apply for a permit of the associated permit type as well as any requirements a contractor associated with the permit must meet in order for the permit to be issued. *Note: Any configuration for prerequisites must be made through Permitting Setup - Prerequisites tab.
The Public Notices tab allows you to attach public notice files to a permit request. You have the option to publish these documents on the Citizen Portal for any citizen to view.
The Structures tab allows you to document all structures associated with your permit. You can specify a variety of metrics related to the structure, such as Square Footage, Occupancy, and Construction Type. Each structure can have notes tied to it.
The Submittals tab allows you to define as many submittal records as necessary. You can add a submittal type from the list as well as dates for Reception and Acceptance. Each submittal can have notes tied to it. *Note: Submittals may be pre-populated depending on the permit type selected.
The Valuations tab allows you to define as many valuation records as necessary. Each valuation type can have notes tied to it.
The Workflow tab displays the default workflow steps required to complete a permit based on the selected permit type and allows you to define the order of those steps. You can also add to, delete, or rearrange your workflow steps by clicking on the Step Maintenance button. Click on a workflow step's information button () to display and edit data for that step. Each workflow step can have notes tied to it. *Note: Workflow steps may be pre-populated depending on the permit type selected.