The Permits page lists all existing Permit records and their information. A Permit is an official, government-issued authorization that allows specific construction activities to take place. Permits ensure that the work complies with building codes, safety standards, zoning laws, and environmental regulations.
To open the Permits page - on the left-hand navigation menu, select Permits.
ℹ️ Users have the ability to export the entire list to Excel by clicking the Export to Excel icon.
🔍 To learn how to add a new Permit, read the How to add a Permit article.
Clicking on a Permit record from the list opens its details page with the following tabs:
Details
The Details tab contains all information related to the selected Permit. All fields displayed on this page can be edited or updated as needed. Users can upload and manage associated documents, edit the scope of work, edit basic details for the selected Permit, and select users as reviewers, which will notify the selected users.
🔍 To learn how to edit a Permit’s details, read the How to edit a Permit’s details article.
🔍 To learn how to select Permit reviewers, read the How to select and notify Permit reviewers article.
Authorization
The Authorization tab displays the attached authorization document and shows the review progress for the Permit, including approvals or pending actions.
🔍 To learn how to view a Permit’s authorization status, read the How to view a Permit’s authorization status article.
Activity Log
The Activity Log tab captures all activity that occurs after authorization is complete, providing a clear record of actions taken on the Permit.
🔍 To learn how to view a Permit’s activity log, read the How to view a Permit’s activity log article.
Closure
The Closure tab includes the closure summary, identifying the user who closed the Permit and the date the Permit was officially closed.
🔍 To learn how to view a Permit’s closure details, read the How to view a Permit’s closure summary article.
Review
The Review tab lists all reviewers along with timestamps, comments, and any review-related information for the authorization process.
🔍 To learn how to view a Permit’s review details, read the How to view a Permit’s review information article.
🔍 To learn how to complete a Permit review, read the How to review a Permit article.
Audit Trail
The Audit Trail shows a chronological list of dated actions with timestamps, the users who performed the actions, and any associated comments.
🔍 To learn how to view a Permit’s audit trail, read the How to view a Permit’s audit trail article.
Notes
The Notes tab contains all notes added by users related to the Permit, helping teams track discussions, updates, and important context.
🔍 To learn how to view, add, edit, or delete a permit’s notes, read the How to view, add, edit, or delete a Permit’s notes article.
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