Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Create and Manage Conditions

Prev Next

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

Add a New Condition

  1. Sign in to your site

  2. Navigate to the Projects System or Permitting System, click Search, and select a record:Projects system and search feature are highlighted, displaying project details and search options.

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

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

  5. 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

  6. 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.

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


Mark a Condition as Complete

  1. Sign in to your site

  2. Navigate to the Projects System or Permitting System, click Search, and select a record:Projects system and search feature are highlighted, displaying project details and search options.

  3. On the Conditions tab, select Edit:Editing project details with conditions imposed and actions available for modification. The edit button is highlighted.

  4. Check the box that the condition has been met:A highlighted checkbox to confirm the condition has been met, with instructions for linking project variances.

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

Supporting Articles