Approvals are used to create a checklist of steps that a permit must go through prior to being approved or issued. Add all required approvals when creating a permit as a way to identify the full set of steps required for the project.

Begin from the Permit Window of the permit that requires an approval. In the Approvals tab of the permit, there are two options:

Single Approval - Click the Plus button to create a single new approval step with the ability to edit all data associated with the inspection.

Multiple Inspections - Click Down Arrow > Add from Group to add multiple approval steps at the same time.

Click the Plus button to open a New Approval window. Add the type of approval using the Approval dropdown. Then, choose the person or position that will perform the approval in the Approved By dropdown.

The Submitted field prepopulates with today's date, but can be changed if the submittal date is different.

The Due field is the date by which the approval is required.

Click Down Arrow > Add from Group to add multiple approval steps at the same time. This opens a modal window where you can select multiple inspection, with a single click on each one, then click Add Selected.

After the multiple approval steps have been added, details for each one can be added by editing each one individually.

Create a New Permit

Permit Status Definitions