The Organizational Settings screen is where you can manage settings for your organization.
Access Organizational Settings
Sign in to your site
Navigate to Admin Tools and select Organizational Settings:
Select an arrow to expand a category:
Institution
This section allows you to manage the address and contact information for the organization, choose the modules to enable/disable, and set map defaults.
Invoicing Settings
Set default invoice options, including default Due Date Calculation.
Fees / Accounting Settings
Manage settings for fees, transactions, and other payment features.
Workflow / Routing and Record Processing Settings
Customize settings for workflows and record processing. This includes allowing re-inspections, ignoring insurance for approvals, and allowing manual entry of project, permit, and violation numbers.
Begin Numbering With
Set the numbering schema for new items generated (such as Permits, Inspections, Violations, and so on) and auto-numbering.
Dates Auto-Fill Settings
This section allows you to set the expiration dates for Permits and Projects and the Complaint/Violation resolution date.
Email Settings
Choose whether or not to send processing emails to users for different modules/workflows.
Other Settings
This section has various settings for modules.
Certificate Processing
Manage settings for certificate creation, inspection validation, and certificate restrictions.
Adjacent / Abbutter Processing for Permits and Projects
Set mapping logic against Permits and Projects.
Program Settings
This section allows you to set inactivation/login timeouts for users and see a user audit trail.
Licenses Settings
Manage how Licenses expire, notifications, and renewals.
Report Settings
It is possible to send a file using SFTP (Secure File Transfer Protocol) by using the Report Settings.
Payment Settings
This section allows you to add payment integration information.
Inspection Processing
By default, "failed" status inspections for all modules require either at least one failed checklist item (if a checklist exists) or at least one code violation associated with the inspection record. To bypass this process and allow "failed" status inspection without any failed checklists, select the checkboxes below for each module.
Scheduler Setting
Enable/disable the ability to have multiple inspections scheduled concurrently at the same time, with the same inspector.
Permit and Project Module
Enable/disable the status of ‘approved’ for a Permit/Project if the fee balance is not equal to 0.
Portal Settings
Choose whether or not to notify the requester that an inspection was scheduled and assigned.
Parcel Import
This screen opens in a new tab and allows you to import Parcel information via a CSV file.
Building Import
This screen opens in a new tab and allows you to import building information via a CSV file.
