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.

Permit Types | Elevate (V5)

Prev Next

This article explains how to create and manage permit types. Permit types help organize permits and are used when creating permit uses.

Important Note:

This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 Database Management Guide instead.

A dashboard displaying inspection statistics, including expired licenses and past due inspections.

View a Permit Type

View existing permit types. Permit types are displayed in the permit type list.

  1. Sign in to your site:

  2. Navigate to Admin Tools:

    The Admin Tools interface displays options for managing permits and parcels effectively.

  3. Select the Permits tile:

    The Admin Tools interface showcases permit management and related functionalities for community development.

  4. Click the Permit Types tab:

    Permit setup interface displaying various permit types and their editable fields. The Permit Types tab is highlighted.

  5. View the list of Permit Types:

    A list of Permit Types for setup, including Commercial, Demolition, and Garage Sale options.

    Note:

    Permit types are listed in alphabetical order. Permit types that have been used are displayed in gray, while permit types that have not been used are displayed using the standard text style.


Add a Permit Type

Create a permit type to organize permits and support permit use configuration.

  1. Sign in to your site:

  2. Navigate to Admin Tools:

    The Admin Tools interface displays options for managing permits and parcels effectively.

  3. Select the Permits tile:

    The Admin Tools interface showcases permit management and related functionalities for community development.

  4. Click the Permit Types tab:

    Permit setup interface displaying various permit types and their editable fields. The Permit Types tab is highlighted.

  5. Click the Add Permit Type button:

    List of permit types with a highlighted option to add a new permit type.

  6. Enter Permit Type Name:

    Form for entering new permit type names and existing permit types listed above. A New Permit Type Name field is highlighted.

    Note:

    A new row is added to the bottom of the list. Enter a value in the row.

  7. Click the Save button:

    Permit types listed for application, including options like Fireworks and Beach Bonfire. The Save button is highlighted.


Edit a Permit Type

Update the name of an existing permit type that has not been used by a permit.

  1. Sign in to your site:

  2. Navigate to Admin Tools:

    The Admin Tools interface displays options for managing permits and parcels effectively.

  3. Select the Permits tile:

    The Admin Tools interface showcases permit management and related functionalities for community development.

  4. Click the Permit Types tab:

    Permit setup interface displaying various permit types and their editable fields. The Permit Types tab is highlighted.

  5. Edit the Permit Type Name, as needed. Then click the Save button:

    Permit types are listed in the application. The Permit Type Name field and the Save button are highlighted.

    Note:

    Only permit types that a permit has not used can be renamed. Permit types that have been used are displayed in gray and cannot be edited.


Delete a Permit Type

Delete a permit type that is no longer needed and has not been used by a permit.

  1. Sign in to your site:

  2. Navigate to Admin Tools:

    The Admin Tools interface displays options for managing permits and parcels effectively.

  3. Select the Permits tile:

    The Admin Tools interface showcases permit management and related functionalities for community development.

  4. Click the Permit Types tab:

    Permit setup interface displaying various permit types and their editable fields. The Permit Types tab is highlighted.

  5. Click the Trashcan icon next to the Permit Type you want to delete:

    List of permit types, including Beach Festival and Fireworks, with delete options. The Trashcan icon is highlighted.

  6. On the confirmation window, click the Delete Permit Type button:

    A confirmation dialog asking to delete the permit type with options to cancel or confirm. The Delete Permit Type button is highlighted.