Permit Uses | Elevate (V5)

Fees, forms, workflows, checklists, and inspections work together to manage the application process from submission to completion.

Applicants start by completing forms, which collect the information needed to process the application. Fees can be attached to the application and collected at different stages of the process.

As the application moves through review, workflows route it to the appropriate staff, departments, or review steps. Checklists help staff track required documents, tasks, and approvals. This helps ensure all requirements are met before the application can move forward.

If field verification is needed, inspections can be scheduled and completed during the review process. Inspection results can affect the application's status and determine whether additional action is required.

Together, these tools create a structured process. They help municipalities collect information, track progress, enforce requirements, and guide applications from submission to final approval.

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 permit completion and certificate issuance guide instead.

View a Permit Use

View existing permit uses. Permit uses are displayed in the permit use list.

1. Sign in to your site

2. Navigate to Admin Tools:

   

3. Click the Permits tile:

   

4. Select Permit Uses:

   

5. View the list of Permit Uses:

   

   Notes:

   • Permit uses are displayed in alphabetical order.

   • All permit uses can be selected and edited from the list.

Add a Permit Use

Create a permit use to define how permits are configured and processed.

1. Sign in to your site

2. Navigate to Admin Tools:

   

3. Select the Permits tile:

   

4. Click Add Permit Use:

   

5. Complete the form, including workflow:

   

   • Add Permit Use

     • Permit Use Name: Enter the name of the permit use

     • Permit Type: Select the permit type associated with this permit use

       Important Note:

       Each permit use must have a unique Permit Use Name and Permit Type combination. The same permit use name can be used more than once if it is assigned to a different permit type.

     • Select Form: Select the form that will be used for this permit use

     • Show On Portal: Select to make this permit use visible on the public portal

     • Disable Permit: Select to disable this permit use so it cannot be used

   • Workflow

     • Assign Workflow: Select the workflow that will be applied to this permit use

       Note:

       After a workflow is selected, its steps are displayed. For any Inspection step in the workflow, you can select an inspection list from the Inspection List Name dropdown. The dropdown displays all inspection lists available for the permitting module:

       

6. To add fees, click the Search Fees button:

   

   • To add a fee, search for the fee name or select it from the list. When you are finished, click Add Fees:

     

     • Search: Enter a fee name to find and select fees to add

     • Fee Name: Displays the name of the fee

     • Module: Displays the module where the fee is used

     • Fee Type: Displays the type of fee

     • Select All: Select to check or uncheck all fees in the list

     • Select Fee: Select the checkbox to add the fee

   • To Remove Fees, click the trashcan icon next to the fee you want to remove:

     

   • On the confirmation window, click the Delete Fee button:

     

7. Click the Save and Add Permit Use button:

   

8. If the permit use was saved and added successfully, a confirmation message will appear:

   

Edit a Permit Use

Update the settings, workflow, inspections, fees, or other configuration details for an existing permit use.

1. Sign on to your site:

2. Navigate to Admin Tools:

   

3. Select the Permits tile:

   

4. Click Permit Uses:

   

5. Click the Pencil icon next to the Permit Use you want to edit:

   

6. Make changes, as needed:

   

   Note:

   A permit use name can only be changed if a permit has not been used the permit use. Once permits exist for a permit use, the Name and Type fields become read-only, but all other fields remain editable.

7. Click the Update Permit Use button:

   

Disable a Permit Use

Disable a permit use to prevent it from being available for new permits while retaining its configuration and history.

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Permits tile:

   

4. Click Permit Uses:

   

5. Click the Pencil icon next to the Permit Use you want to disable:

   

6. Click the Disable Permit toggle to turn it on:

   

   Note:

   To re-enable a permit, turn off the Disable Permit toggle:

   

7. Click the Update Permit Use button:

   

Delete a Permit Use

Delete a permit use that is no longer needed. Only permit uses that have not been used by a permit can be deleted.

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Permits tile:

   

4. Click Permit Uses:

   

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

   

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