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Municipal User Guide
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Municipal User Guide
This user guide includes support articles for local government authorities.
Learn the basics
What can do you in your "My today"
How to use "Commonly Used Phrases"
How to set your quick search selection
How to create custom search filters
Messaging
How to send a public message in applications
How to send a direct message in applications
How to follow messaging threads in applications
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
View all (8)
Processing time
How to adjust days for processing time calculator on applications
How to pause processing time calculator
How to resume the processing time calculator
Building applications
How to revoke an issued permit
How to make an application dormant
How to set a dormant application to active
How to set the application to "Occupied"
How to change the application status to "Construction stopped"
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
View all (16)
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
View all (6)
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
View all (22)
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
View all (59)
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
View all (8)
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
View all (6)
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
View all (13)
Reporting
How to create a report filter
How to generate reports
How to delete assessment reports from the queue
How to delete a filter
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
View all (7)
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
View all (37)