Municipal User Guide
This user guide includes support articles for local government authorities.
Learn the basics
Messaging
Attachments
- How to approve attachments
- How to add required attachments to applications
- How to remove a required attachment from the application
- How to restrict attachment's visibility
- How to remove a visibility restriction from an attachment
Processing time
Building applications
Building application review
- How to create an application for a customer already submitted by paper or email
- How to re-issue a permit
- How to reject an application
- How to review applications
- How to edit the application's civic address
Dispatch inspections
- What can you do in the "Dispatching"view?
- How to create an inspection for an application outside of Cloudpermit
- How to duplicate an inspection request for two inspectors
- How to create an inspection request for a customer
- How to view the past data of a completed inspection request
Inspections
- How to record inspection and visit results
- How to create a new inspection request
- How to add a deficiency to an inspection
- How to cancel unconfirmed inspections from applications
- How to allow to apply for partial occupancy
Planning applications
- How to deem the planning approval application complete
- How to set the approval bill as paid
- How to circulate your approval application
- How to set your draft planning approval application to "Draft Approval Review"
- How to submit a draft approval to review
Planning - Pre-Consultation
- How to complete a pre-consultation request
- How to create and publish a pre-consultation meeting request
- How to delete a draft pre-consultation meeting request
- How to mark your pre-consultation meeting as held
- How to complete a circulation process
Fees and payments
- How to add a bill to the application
- How to acknowledge receipt of an upfront payment
- How to set the bill as paid
- How to cancel a permit bill
- Admin|How to enable an invoice PDF generation
Supplemental permits
- What does a supplemental permit mean?
- How to configure a supplemental building permit application
- How to configure attachment types for a supplemental permit
- How to edit or remove an attachment type
- How to add a new attachment type
Reporting
User Management
- How to access User management
- What are the user groups in the User management?
- How to delete a user from the User management
- How to modify the user roles in the User management
- How to change the user email in the User management
Admin configuration
- The GIS integration requirements
- How to configure building permit categories
- How to turn on time tracking for inspections
- How to configure required forms, attachments, party roles and reviews of applications
- How to create new inspection types