CSDatum

Jonathan Heilman

CSDatum Permits

Permits Initial Setup

Data Heirarchy

Quick Start Guide - Create/Issue Permit

Quick Start Guide - Create Violation

Info for New Clients and New Users

Employees, Inspectors, and Permit Officials

Digital Signatures

Permit Sub-Types and Comments

Automatic Permit Numbers

Changing the Permit Number Counter

Proposed Use and Use Codes

Construction and Energy Codes

Occupancy Classification and Use

Fee Types, Sub-Types, and Group Fees

Permit Messages

Inspection Tasks

Inspection Reminders

Save and Recall a Screen Layout

Insurance Company List

Settings and Set Up

Permit Status Definitions

Alerts and Notifications

Create an Alert/Notification for Important Information

Dashboard Tables

General Information

Contacts and Types of Contacts

Add Contractor Insurance Info

Adding Additional Contacts and Subcontractors to a Permit

Contacts

Add a New Property and/or Subdivision

Update Property Records After a Subdivision

Properties With Multiple Addresses, Units, Tenants, etc.

Change Property Owner

Edit Property Owner Information

Compare Property Deed Owner to County GIS Parcel Data

Merge Duplicate Properties

Delete a Property

Recover a Deleted Property or Permit

Property Map

Open in CSDatum Maps

Properties

Add New Rental Units and Tenants

Switch Tenants on a Rental Unit

Rental Unit Permits and Inspections

Rental Units and Tenants

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

Add Approvals to a Permit

Add Inspections to a Permit

Upload a Document to a Permit

Issue 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

Move a Permit

Change the Property Owner on a Permit

Delete a Permit

Find Expired Permits

Show all Permit Approvals

Permits

Add a Planning Application (SALDO Plan)

Choosing a Property for a Planning Application

Planning Applications (SALDO Plans)

Create a Complaint

Inspect a Complaint

Send a Complaint Letter

List All Complaints

Complaints

Create a Violation

Violation Numbers

Violation Types

Violation Use Codes

Inspect a Violation

Send a Violation Letter

Violations

Add an Inspection

Inspection Schedule

Add Data from a Completed Inspection

Schedule a Re-Inspection from a Failed Inspection

Add a New Inspector

Schedule a Subsequent Inspection Reminder

Inspections

Track OLDS (Septic) Pumping

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

OLDS Pumpouts

Generate Standard Reports

Create Custom Reports with Report Builder

Generate a Custom Report from Report Builder

Select Properties on the Map to Generate a Mailing List

Create a Bulk Mailing with a New MS Word Mail Merge Document

Create a Bulk Mailing with an Existing MS Word Mail Merge Document

Reports and Data Export

About Custom Print Templates

Create a Custom Print Template

Duplicate a Template

Import From Another Print Template

Design or Edit a Custom Print Template

Custom Print Template Components

Print a Custom Print Template

Custom Print Templates

C.S. Davidson, Inc.

Find answers and get help from Intercom Support and Community Experts

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