Dashboard|Cloudpermit Dashboard

The Cloudpermit user interface provides many useful features that allow applicants and authorities to work more efficiently in Cloudpermit. After logging into Cloudpermit, registered users will be taken to the Cloudpermit dashboard, which is consolidated and arranged on a single, scrollable, non-adjustable screen. 

The dashboard displays all the critical information you need to achieve one or more service objectives in a compact view. These include creating applications, searching and filtering applications and cases, and displaying them on an interactive map. The dashboard allows you to track the progress of applications, permits, and code enforcement cases throughout their lifecycle. 

All users have access to the same basic functionalities on the Cloudpermit dashboard. On the other hand, municipal authorities have some extra features in their dashboards to help them work on applications and code enforcement cases.

Cloudpermit header

The Cloudpermit header contains access to "Cloudpermit Support" as well as a switch to change the system's language. From the header, you can also access the built-in Messaging workspace and "My profile" section. 

The Messaging workspace allows all application users to view message threads and send, reply to, and receive messages. In Cloudpermit, the "My profile" feature allow users to manage their data and password.
 

Application creation

The dashboard is where the application process begins. After registering with Cloudpermit, all users will go through the basic application creation process before entering the dashboard.

Users will begin creating applications from the dashboard. It is a guided, step-by-step process that includes searching for and defining the exact property location using the municipality's Geographic Information System (GIS) mapping.

Users will describe the application's purpose by selecting a category, work type, and target. These selections will determine the application requirements and process in Cloudpermit.

Tasks and requests feature

The "Tasks and requests" feature includes requests imposed on applications by local government authorities. This section will be displayed to applicants after municipal authorities have requested, for example, a change to the application or if required attachments are missing from the application. All invitations to collaborate on applications will be shown in the "Tasks and requests" section as well.


Search & Results with Interactive Map

The dashboard allows you to search, filter, and sort applications by product using various search criteria to narrow down the search results displayed in the Results section. 

Status, category, permit expiry date, and municipality are some of the search criteria chosen by the applicant. The number of search criteria that can be used is not limited.

The Results section default displays the search results on the interactive map. By clicking "List" at the top of the Results section, you can also switch to a list view that displays applications and cases as cards.

The interactive map allows you to zoom in and out, drag location pins, and select different layers to display the property locations.

Municipal authorities have additional search criteria, such as Assignee and Reviewer, included in their dashboard's search functionality.

Quick Search

Cloudpermit provides pre-configured quick search buttons in the Search section that allow you to apply a filter with the click of a selection button.
 

Applicants and authorities can use the Quick Search feature in their dashboard. If you've created a lot of applications in Cloudpermit, the Quick Search feature can help you find a specific application faster. It also benefits authority users because creating a few search filters before using the Quick Search function simplifies the search process. 

The quick filter buttons appear in the Search section's Quick Search area.


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