Manually Approve a Permit / Project Application

If a user follows the established automated routing of the permit or project application, once approval is granted by the final review authority using the Status tab, the system will automatically change the status field to approve and issue a permit number.

If you'd like to bypass the record review process, follow these steps once you have manually determined that a permit/project application can be approved for permit/project issuance.

Instructions

1. Sign in to your site
2. Navigate to Permitting System or Project System, click List, and select a record
   
3. Click Edit
   
   
4. On the Applicant tab, scroll down to the Status drop-down and select Approved
   
   
5. Click Save
   
   
6. Once saved, the system will automatically issue the permit/project number and place the record in Approve status. Users can issue placards and other required documentation and continue on to the inspection, certificate issue, and closure processes.
   
   Note: Once a permit/project is completed and closed, it will be placed in the document repository and will not appear on any search lists until a specific search for closed or all records is initiated.

Supporting Articles

• Create & Manage Permits
• Create & Manage Projects
• Certificates
• Inspections
• Record Workflow & Collaboration Process
• Track & Manage Record Status