Permit Completion / Certificate Issuance

  • Updated on Aug 7, 2025
  • Published on Jul 15, 2025
  • 1 minute(s) read
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After processing a permit application and completing the inspection, you can close the permit and issue the certificate.

Previous Step: Permit Inspections

Create the Certificate Record and Close the Permit

  1. Sign in to your site

  2. Navigate to Permitting System, click List, and select a record The expandable Permitting System option, then the List option.

  3. Click Edit The button labeled Edit.

  4. On the Certificate tab, click Add New and follow the instructions to create a certificate The URL labeled Add New in the column labeled Actions.

  5. Click Yes on the pop-up to close the permit The button labeled Yes in the bottom right corner of the pop up labeled Confirm Permit Closure After Certificate Issuance.

  6. With the certificate tab highlighted, click Print Menu The button labeled Print Menu.

  7. Select the certificate to print The drop down menu labeled Select Form / Letter To Print.

  8. Check the box to save the form The check box toggle labeled Check this box if you want to save this form.

  9. Click Print Letter, and the PDF will open in a new tab where you can print the certificate The button labeled Print Letter.

  10. Click Save Permit The button labeled Save Permit.

Send the Certificate

  1. Sign in to your site

  2. Navigate to Permitting System, click List, and select a record The expandable menu labeled Permitting System, then the option labeled List, and finally the numbered URL listed in the Permit Number column.

  3. Click Edit The button labeled Edit.

  4. On the Status tab, select Routing Details. Then, open one of the departments that will send the inspection results.The expandable option labeled Routing Details, then the name of the department.

  5. In the Send Email To box, select who should receive the email The list of emails in the box labeled Send Email To.

  6. In the file name section, select the certificate The checkbox in the ID column, to the left of the File Name column.

  7. Add a Message and click Save Notes/Send Message The text entry box labeled Message, and the button labeled Save Notes / Send Message.

  8. The system sends the email with the certificate attached

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