CSDatum Permit Manager | CSDatum Help Center

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CSDatum Permit Manager

CSDatum Permit Manager

Quick Start Guides

Permits - Quick Start Guide

Settings and Set Up

Employees, Inspectors, and Permit Officials

Electronic Signatures

Permit Sub-Types and Comments

Proposed Use and Use Codes

Automatic Permit Numbers

Fee Types, Sub-Types, and Group Fees

Permit Messages

Inspection Tasks

General Information

Permit Status Definitions

Alerts/Notifications

Create an Alert/Notification for Important Information

Contacts and Types of Contacts

Add Contractor Insurance Info

Adding Additional Contacts and Subcontractors to a Permit

Add a New Property and/or Subdivision

Update Property Records After a Subdivision

Manage Rental Units on a Property

Change Property Owner vs. Edit Owner Information

Compare Property Deed Owner to County GIS Parcel Data

Merge Duplicate Properties

Delete a Property

Recover a Deleted Property or Permit

Add New Rental Units and Tenants

Switch Tenants on a Rental Unit

Create a New Permit

Copy and Paste Permit Data

Categorize a Permit

Add the Applicant, Contractor, and other Contacts to a Permit

Add Fees to a Permit

Upload a Document to a Permit

Print a Permit or Job Card

Inspect a Permit

Close Out a Permit

Create a Certificate of Use / Occupancy

Print a Certificate of Use / Occupancy

Delete a Permit

Find Expired Permits

Planning Applications (SALDO Plans)

Add a Planning Application (SALDO Plan)

Choosing a Property for a Planning Application

Create a Complaint

Inspect a Complaint

Send a Complaint Letter

Create a Violation

Inspect a Violation

Violation Types

Violation Use Codes

Send a Violation Letter

Inspection Schedule

Add Data from a Completed Inspection

Schedule a Re-Inspection from a Failed Inspection

Add a New Inspector

Track OLDS (Septic) Pumpouts

Close Out an Existing OLDS Pumping Record and Create a New Record

Reports and Data Export

Create Standard Reports

Create Custom Reports and Export Data

Select Properties on the Map to Create a Mailing List

Custom Print Templates

About Custom Print Templates

Create a Custom Print Template

Duplicate a Template

Import From Another Print Template

Design a Custom Print Template

Custom Print Template Components

Print a Custom Print Template