Create a Condition

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Conditions can be added to records in the Permitting System and Projects System modules.

Instructions

  1. Sign in to your site

  2. Click the Projects System OR Permitting System menu:
    Main dashboard menu highlighting the Projects System option for navigation.

  3. Click Search:
    Navigation menu displaying options like Search, Meetings, and Project Inspections with Search highlighted.

  4. Select a record:
    The Projects interface with a Project Number highlighted.

  5. Click Edit:Permit details showing application number, type, and amount due for drywall work. The edit button is highlighted.

  6. On the Conditions tab, click Add New:A project editing interface showing conditions imposed and options to add new conditions.

  7. Complete the Condition details:Form fields for condition details that include required, implementation, and expiration dates.

    • Condition: Enter the condition that must be met for the project

    • Required By: Enter the person, department, or agency requiring the condition

    • Implementation Date: Enter the date the condition takes effect

    • Expiration Date: Enter the date the condition expires, if applicable

  8. The system will automatically display any variances associated with the record. Click the Add link next to a variance to add it to the condition:Form section for adding project variances with instructions and action buttons. The add link is highlighted.

  9. Click Save:Form section for condition details with instructions for adding variances and saving changes. The save button is highlighted.

Supporting Articles