Edit a Permit

Modify the details of an existing construction permit in ConstructionOnline™

BACKGROUND

Construction projects are inherently dynamic, with plans and regulations frequently evolving. While critical for compliance and project continuity, construction permits are not immune to these changes. Maintaining accurate and up-to-date permit information is not merely a matter of good practice; it's necessary to avoid costly delays, fines, and legal complications. OnGuard™ Permit Tracking in ConstructionOnline allows users to edit existing permits in the system to rectify errors, update information, and ensure compliance with evolving regulations. This functionality reduces the risk of project disruptions and provides a critical layer of protection against potential liabilities. 

HOW TO EDIT A 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. Locate the desired permit you wish to edit. 
4. Hover over the permit and either press the blue "Details >" button or right-click and select "Edit."
   
   
5. The permit's extension blade will open on the right side of your screen, where you can make the desired changes within each tab - 
   
   
   
   1. Details: Information about the permit
   2. Attachments: Any files and/or photos associated with the permit
   3. Notes: Any relevant notes, including optional Time Stamps
   4. Reminder Recipients: Reminders set for the permit
      1. Internal Recipients: Company Users in your ConstructionOnline account. 
         
         1. For all permits
         2. For the specific permit being edited 
      2. External Recipients: Any Contacts within your ConstructionOnline account. 
         
         1. For the specific permit being edited
            
            Note: You can modify the Email Templates and Automated Reminders configured within your Permit Settings by clicking the blue "your reminder settings" text. 
6. Click the blue "Save" button to finalize the changes made to the permit. 

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 3-6 from the section above. 

ADDITIONAL INFORMATION

• Alternative Access Point: You may also edit a permit by clicking the desired category column within its row on the dynamic table in the "Project Permits" List.  
• You can see information regarding this activity logged in the Company History Log, where ConstructionOnline records the name of the permit that was edited, the user who edited the permit, and the date and time the edits were made. 
• 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 edit existing permits. 
• CO™ Mobile App: Users with the appropriate permissions can edit unarchived permits 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.