Permit Tracking
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      2. Permit Tracking

      Add a New Permit

      Enter a construction permit in ConstructionOnline™

      BACKGROUND

      In the high-stakes construction industry, where legal and financial risks loom large, meticulous permit tracking isn’t just a good practice - it’s indispensable. Failure to diligently track permits can rapidly transform seemingly minor errors in project workflow into significant financial and legal burdens. ConstructionOnline’s OnGuard™ Permit Tracking helps protect your business by empowering you to proactively mitigate risks by staying ahead of permit deadlines, ensuring compliance, and preventing costly delays and fines. 

      THINGS TO CONSIDER 

      Within ConstructionOnline, any field that shows the gear icon Custom Values in ConstructionOnline which allow for customization of certain fields within the project management software is a Custom Value, allowing users to add, edit, or remove categories. These fields can be customized by clicking on the icon. 

      HOW TO ADD A NEW PERMIT 

      1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
      2. Under the "Company" section, select "Permit Tracking." 
        1. This will open your "Project Permits" List. 
      3. Click the green (+) Add New Permit button.
      4. The "Add New Permit" extension blade will open on the right side of your screen, where you can enter the permit's information, including - 

        Navigate to the Details tab to enter the construction Permit information
        1. Details: General information about the permit. 
          1. Project / Opportunity: Choose a specific Project, Template, or Opportunity to link the permit to. 
            1. Associating a permit with a Project Template automates the addition of that permit to the "Project Permits" List whenever a new Project is created using that Template. 
          2. Permit Name: Give the permit a name. This field is required.
          3. Make This Permit Active?: Utilize the toggle to set the permit as "Active" or "Inactive."
            1. New permits in ConstructionOnline are set to "Active" by default, indicating they are in effect. You may change a permit to "Inactive" during creation, for example, if the permit is pending issuance or being documented retrospectively. 
          4. Permit Number: Assign the permit a number for organizational purposes. 
          5. Permit Status: Select the current status of the permit (e.g., "Pending," "Approved," "Expired"). 
          6. Permit Type: Select the type of permit (e.g., "HVAC," "Plumbing," "Electrical"). 
          7. Date Requested: Specify the date that the permit was requested from the appropriate enforcing agency. 
          8. Date Issued: Specify the date that the permit was issued. 
          9. Expiration Date: Enter the permit's expiration date. 
          10. Issuing Agency: Indicate the agency that issued the permit. 
          11. Agency Contact: Provide contact information for the issuing agency. 
          12. Responsible Contact: Assign a Contact responsible for managing the permit. 
          13. Tags: Assign any predefined keywords or labels to the permit. 
            1. By using Tags in ConstructionOnline, you can easily sort and track information within the system. 
        2. Attachments: Upload any files and/or photos pertinent to the permit. 
        3. Notes: Add any relevant notes, including optional Time Stamps.  
        4. Reminder Recipients: Set up Reminders for the permit.
          1. Internal Recipients: Company Users in your ConstructionOnline account. 
            1. For all permits
            2. For the specific permit being created 
          2. External Recipients: Any Contacts within your ConstructionOnline account. 
            1. For the specific permit being created 

              Note: You can modify the Email Templates and Automated Reminders configured within your Permit Settings by clicking the blue "your reminder settings" text. 
      5. Click the blue "Save" button to add the new permit. 
        1. Once saved, the permit will appear in the "Project Permits" List as part of the dynamic table.  

      ALTERNATIVE ACCESS POINT

      1. Navigate to the desired Project. 
      2. Using the Feature Selector, locate and select the blue "Project Actions" text.
        1. You may also access this list of actions by clicking on the grey 3 dot Action Menu located next to the feature selector. 
      3. Choose "Edit Project Details" from the dropdown menu to open the "Project Details" window. 
      4. Click on the "Permits" tab. 
      5. Follow Steps 3 - 5 from the section above. 

      ADDITIONAL INFORMATION 

      • Subscription Level: ConstructionOnline's OnGuard Permit Tracking feature is available for companies with current ConstructionOnline subscriptions at Team, Business, and Enterprise levels.
        • Permit Tracking is also available as a Per-Company Add-On for all other plans.
      • Permissions: Admin Users and Company Users with "Can Create, Edit, & Delete" permissions for Permits can add new permits. 
        • Company Users with their permissions set to "Can View" can see all permits, regardless of whether the permit is set to "Active" or "Inactive." 
      • CO™ Mobile App: Users with the appropriate permissions can add new permits to their Company Account via the ConstructionOnline Mobile App. 

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.