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Permitting User Guides

Step-by-step guides for using the Permitting Solution. Select a category below to find guides relevant to your role.

Citizen Portal Guides

Guides for citizens and applicants using the public-facing permit portal.

→User Accounts & Profile→Licensed Professional Approval→Public Records Search→Application Submission→Portal Permit Lifecycle→Payment Lifecycle

Staff Profile Guides

Guides for internal staff managing profiles, working hours, time-off, and certifications.

→Staff Profile Management→Time-Off Requests→Managing Staff Requests

Review Workflow Guides

Guides for staff handling permit intake, review, and approval workflows.

→Application Intake & Review→Review Tasks & Routing→Plan Review Workflow→Multi-Department Review→Department Manager Dashboard→Invoice Generation→Permit Issuance & Completion

Inspection Guides

Guides for inspectors, schedulers, and inspection coordinators.

→IVR Scheduling→Inspector Assignment→Rescheduling & Bulk Actions→Scheduling & Routes→Recording Results→Peer Reassignment→Emergency Handling→APO Property Selection

Administration Guides

Guides for system administrators configuring the permitting system.

→Calendar Permissions→Fee Definitions→Zone Management→Calendar Configuration→Inspection Types→Inspector Certifications→Wait Step Automation→Audit Logs & History→Compliance Reporting

Need Help?

If you can't find what you're looking for, check the Configuration Guides for system setup documentation, or contact your system administrator.