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

This tutorial explains how administrators can configure requirements for building applications. The Application Configuration page contains the Required Forms, Attachments, and Review Configurations section to adjust those settings. The setting area locates in Configuration.

Go to the User Menu and open it.
Select Configuration from the list.
You are entering the Application Configuration page.
Scroll down to the Required Forms, Attachments, and Review Configs.

Click on the down-facing arrow on the right side of the Building permit.
The list of settings opens.
Note that these settings 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.

Cloudpermit automatically saves selected choices in the settings.

 
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 in comparison to demolition permits.


Example: Accessory Structure permits.
Scroll down to the list of permit categories.
Click on Accessory Structures. It will expand the section to reveal more information.

In this section, you can configure default inspections, forms, required attachments, required party roles, and review configs that only affect Accessory Structure applications.


To turn on/off settings, check the box on the left side of each box. 


Some default inspections, forms, required attachments, required party roles, and review configurations are greyed out, like the image beside shows. 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.

To turn them off, go to the Common configuration for building permits.

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.


Once you are finished, click on Save, located in the bottom right.



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