Permit Completion / Certificate Issuance

After processing a permit application, and completing the inspection, you can close the permit and issue the certificate. 

Create the Certificate Record and Close the Permit

1. Sign in to your site
2. Navigate to Permitting System, click List, and select a record
   
3. Click Edit
   
   
4. On the Certificate tab click Add New and follow the instructions to create a certificate
   
5. Click Yes on the pop-up to close the permit
   
6. With the certificate tab highlighted, click Print Menu
   
   
7. Select the certificate to print
   
8. Check the box to save the form
   
9. Click Print Letter, the PDF will open in a new tab where you can print the certificate
   
10. Click Save Permit
    
    

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Send the Certificate

1. Sign in to your site
2. Navigate to Permitting System, click List, and select a record
   
   
3. Click Edit
   
   
4. On the Status tab select Routing Details and open one of the departments that will send the certificate
   
   
5. In the Send Email To box, select who should receive the email
   
   
6. In the file name section, select the certificate
   
   
7. Add a Message and click Save Notes/Send Message
   
   
8. The system sends the email with the certificate attached

Supporting Articles

• Create & Manage Permit Applications
• Permit Inspections

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