Database Management Guide

The Database Management screen is where you can manage settings and data for the modules. 

 

 

Access Database Management

1. Sign in to your site
2. Go to Admin Tools and select Database Management
   
   
3. Select a module to customize
   

 

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Permits Module

This screen is used to populate/edit information to facilitate Permit processing.

• Permit Types and Use: Create and manage permit types
• Trade Permit Questionnaire: Add questionnaires
• Certificate Types: Create certificate types, set ordering and availability for specific modules
• Foundation Types and Materials: Add foundation types and customize available materials
• Structure Types: Manage the available structure types
• Applicant Types: Also defined as Affidavit Applicant Types
• Contact Types: Add names and abbreviations for contact types
• Insurance Types: Set the types of insurance
• Zone Structure / Permit Types: Manage the list of zone structures and zone permit types
• Proposed Zone Users: Set the proposed uses for zoning
• Current Zoning Types: Manage the list of current zoning types
• Census Codes, BCC, and BCC Include: Configure the census codes list

 

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Parcel Module

This screen is used to populate information about the building itself for use with Inspections, Permits, and Projects.

 

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Inspections Module

This screen is used to populate/edit information to facilitate Inspection processing.

• Inspections (Safety): Set the Inspection Types, Cycle, Checklists, and Relationship information 
• Fire Inspections: Set the Fire Inspection Types, Checklists, and Relationship information
• Inspection Cycle: This can be used for both Fire and Safety Inspections

 

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Violations Module

This screen is used to populate/edit information to facilitate Violation processing.

• Violation Options: Set the Violation Types, Statuses, and Reasons
• Violation Subtype Relationships: Used to create/edit new subtypes and their availability to the Portal

 

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Complaints Module

This screen is used to populate/edit information to facilitate Complaints processing. Learn more on the Create & Manage Complaint Types article. 

• Complaint: Configure the Complaint Types and Status
• Complaint Subtype Relationships: Used to create/edit new subtypes and their availability to the Portal
• Request and Concern Types to Violation Types: This allows you to associate the Request/Concerns Type/Subtype to the appropriate Violation Type/Subtype

 

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Planning & Zoning

This screen is used to populate/edit information to facilitate Projects and Meeting processing.

• Project: Configure Project Types and Uses
• Meeting: Set Meeting Types, Statuses, Topics, and Subtopics
• Variance: Add Variance Types and Actions
• Signatory Titles: This sets permission on access to Permits, Inspections, Violations, Complaints, and Projects for the various inspector types

 

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Licenses Module

This screen is used to populate/edit information to facilitate License processing.

• License Status: Manage the list of available license statuses
• Business: Set Business Types, Subtypes, and Special License Requirements (Permits and Inspections)
• Insurance Requirements: This option sets flags for requiring insurance, workers' compensation, or no insurance
• Inspection and Renewal Cycles: This option is used to preset those values (30 days or 60 days,)

 

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Utility Modules

This screen is used to populate/edit information for various values that impact the other modules.

• Fee Types: This screen is for building/editing the fee logic for permits or valuations. There are several options to define how fees get charged in this option.
• Permit Type to Uses Relationship: This allows the user to set the multiple permits to be used against a specific permit type
• Preset Fees for Records: Manage set fees for case codes
• Departments: Create departments and assign invoicing preferences
• Users Within Departments: Set the default contacts for departments
• User Groups: Assign groups the final approval authority for Permits, Projects, Planning, and Zoning
• Group Members: Assign departments and individuals to various groups
• Advanced Routing: Manage what Groups, Departments, and/or Users should be notified for approvals
• Resources: Manage resources and their start/end dates
• Workflow Statuses: Set status values; some values are fixed (non-editable), but more can be added/edited as needed
• Manage Schedules: This is an editable calendar for managing current or future items
• Import Checklists: Import a CSV file to populate the checklist values
• Additional Fields: Create fields that don’t already exist in the database to build those fields into Forms, especially for Portal use

 

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