How to configure required forms, attachments, party roles and reviews of applications

Administrators can access the  Cloudpermit configuration from their Dashboard. Navigate to the User Menu in the Cloudpermit header, expand the drop-down menu, and select the desired configuration item from the drop-down list.

This tutorial explains how administrators can configure various requirements for building applications. The Application configuration view contains the Required forms, attachments, and review configs section to adjust those settings. 

  1. Select Configuration. 
  2. Scroll down to the Application configuration views ' Required forms, attachments, and review configs section. 
  3. Click Building permit.
  4.  The settings in the Common configuration settings for the building permit section define which forms are included and which attachments and review configs are required in different applications.
    Higher-level configuration affects all applications of that type, i.e., settings for building permit/residential will be inherited by all work types and targets.
    To turn on/off settings, check on/off the boxes on the left side of each set.
  5. While applying common settings for all permits is helpful, you may wish to hone in specific application categories (residential vs. industrial) settings. For example, residential building permits may require different attachments and party roles than demolition permits. See the example of it below.
  6. Go to the Permit categories list at the bottom of the "Common configuration settings for building permits."
    The category list starts with Accessory structures. Select Accessory structures from the list.
  7. As the image below shows, sSome default inspections, forms, required attachments, required party roles, and review configurations are greyed out. They cannot be turned off. Those configurations have been turned on in the "Common configuration for building permits" because they apply to all permit applications.
  8.  Scroll up the view to the "Common configuration for building permits" section to turn the settings off.

    Once you turn off the settings in the Common configuration for building permits section, they will no longer be greyed out in the permit categories' settings. 

    Cloudpermit automatically saves selected choices in the settings.

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