Municipal User Guide
This user guide is for municipal staff only.
Learn the basics
Messaging
Attachments
- How to add required attachment types to draft applications
- How to remove a required attachment type from the application
- How to approve attachments
- How to restrict attachment's visibility
- How to remove the visibility restriction
Processing Timeline Management
Application Review & Working on Applications
- How to transfer the application data received by paper/email into the Cloudpermit application
- How to review applications
- How to validate required forms data in submitted applications
- How to add a review request to the application
- How to reassign a review request
Dispatch inspections
- What can you do in the Dispatching view?
- How to dispatch an inspection to an available inspector
- How to create an inspection of an application outside of Cloudpermit
- How to duplicate an inspection request
- How to create an inspection request for a customer
Inspections
- How to view inspections planned for the selected date in My today
- How to reassign an inspection request in My today
- How to find your assigned and scheduled inspection requests in My today
- How to begin and conduct an assigned inspection
- How to create a new inspection request
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
Code Enforcement
- What is the Cloudpermit Code Enforcement solution?
- How to enter the Complaints and new cases view from your Dashboard
- How to make a new complaint in the Complaints and new cases view
- How to search for properties in the Complaints and new cases view
- How to view complaints on the map in the Complaints and new case view
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
- What are the Cloudpermit user groups?
- How to access the user management
- How to add/remove a user with permissions from the user management
- How to add/remove a new user with view-only access
- How to modify the user roles 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