Employees are used to populate the signature line when printing permits

Employees checkmarked as “Inspector” also populate the inspector drop down on an inspection form

File > Municipality Setup > Employees Info

A user can allow other users to apply their signature to permits

File > Signatures > Signature Permissions

Individual Permit Counters or Global Counter or some combination

Include/exclude the 2-digit year

Optional: Prepend/append a 7-character permit identifier, such as “B-“.

Permit number customizations can be changed by CSDatum staff.

Subtypes are used to categorize permits

Default Subtypes are added

Subtypes can be modified or added to, depending on the municipality’s preferred system.

Edit > Permit Subtypes

Approvals are used to create a process where multiple people approve a permit

Edit > Approval Type List

Edit > Approval Group Setup

Permit messages are the “boilerplate” language that’s often added to the bottom portion of permit printouts.

Default messages are added, but should be edited to match existing permit printouts.

Print > Permit Messages

Custom permits can be created with the Custom Print Templates feature.

Print > Custom Print Templates

Several default fee subtypes are added. Fees should be customized to match the municipality’s adopted fee schedule.

Edit > Fee Subtypes

Fee groups are used to categorize fees by permit type

Edit > Fee Group Setup

This is a list of all the subdivision names

Populate the list manually as subdivisions are encountered or we can populate the list using and existing list in Excel format

Edit > Subdivision List

If OLDS Districts are used, create additional utility types. Examples: OLDS-1, OLDS-2

Edit > Utility Types

Construction Codes, Energy Codes, Occupancy Types, Type of Construction, and Foundation Types defaults should be adequate, but review to be sure.

Edit > Construction Codes

Complaint types are general categories for complaints. By default the following are included:

Edit > Complaint Types

Complaint sub-types are blank by default. New Sub-Types can be added to provide more definition of the type of complaint.

Edit > Complaint Sub-Types

Violation types could be general violations or major sections of the municipal ordinance

We recommend customizing Violation Types to the Code of Ordinances, such as:

Edit > Violation Types

The violation types should be used in conjunction with the Use Codes to fully categorize a violation. For example.

Use codes describe the use of a property or an individual permit. They also determine the section of an ordinance that a violation refers to.

Most permits simply use: Residential, Commercial, Industrial, or Agricultural

Use codes can be customized for each specific permit type

Consider any reports that are required when creating Use Codes. If you need a breakdown of Single-Family Dwellings, Duplexes, 3-plexes, and Apartments, create those Use Codes.

Properties use a code that is unique to that county

Violations Use Codes can be customized (see above)

Edit > Use Codes

Default tasks have been added that cover many inspection tasks. Additional inspection tasks can be customized based on municipality preference

Edit > Inspection Tasks

Zip Code list enables the entry of only the zip code in various forms

Edit > Zip Codes