Permit Manager is property-based, meaning that each permit must be linked to a property within the database. Therefore, when creating a new permit, the first step is always to choose the property for the permit. There are two primary methods to create a new permit, but each starts with the identification of the property for the permit.
Method 1 - Create a Permit from the Dashboard Window
From the Dashboard window, choose Create a Record > Permit > Create.
In the Create a Permit dialog box, find the property for the permit. The screenshot below shows several ways to interact with the list to help find the appropriate property. Highlight the line of the correct property in blue with a single click on that line. When the correct property is blue, click Next.
Select the Permit Type and click Create.
Fill out the appropriate tabs of data: General Info, Permit Info, Contacts, and Fees and then click Save. The permit cannot be saved until an Applicant is added to the permit on the Contacts tab. All other data fields are optional. For more information about filling out permit data, see this article about setting the Contractor/Applicant or this article about setting the Fees.
Method 2 - Create a Permit from a Property Record
If the property record is already opened, the new permit can be created directly from that window. From the Property window, click on the Permits tab, then click the Plus button to begin creating a permit.
Select the Permit Type and click Create.
Fill out the appropriate tabs of data: General Info, Permit Info, Contacts, and Fees and then click Save. The permit cannot be saved until an Applicant is added to the permit on the Contacts tab. All other data fields are optional. For more information about filling out permit data, see this article about setting the Contractor/Applicant or this article about setting the Fees.
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