How to Add Inspections to Ready to Issue Permit Applications

Overview

Cloudpermit was built with inspectors and inspections in mind. More specifically, Cloudpermit provides authority users the freedom to decide on their own what types of inspections are required for different kinds of applications. Even better, when authority users configure Cloudpermit to their liking, Cloudpermit will automatically populate the appropriate types of inspections for different kinds of applications. Having said that, there are instances when inspectors may wish to add additional inspections to existing applications

This article explains how inspectors can add additional inspections to applications under READY TO ISSUE status. If you wish to learn how to add inspections to applications under PERMIT ISSUED status click here. If you wish to learn how to add inspections to applications under CONSTRUCTION STARTED status click here.

How to Add Inspections to Ready to Issue Status Applications

  1. Log into Cloudpermit at ca.cloudpermit.com
  2. Scroll down to Applications
  3. Find the subject application
    1. Remember, the application must be under READY TO ISSUE status. To help you find the subject application faster, you can use Cloudpermit’s various built-in search tools. To learn how to, click here.
    2. Once you find the subject application, click the address of the application which should be written in blue text. You will now be redirected to the application workspace
  4. Scroll Down to the Permits Tile
    1. The Permits tile is located at the bottom of the application workspace.
    2. Expand the tile by clicking the Open button located near the right side of the tile
  5. Click the Permit Number (if one does not yet exist, refer directly to Step number 11)
    1. If a permit draft has already been created, it will appear under Permit number. This means that a permit has been created, however, has not yet been issued. A reference image is included below for reference. 
    2. Once you click the permit number you will automatically be redirected to the Building permit draft view.
    3. If no permit exists, please go to step number 11.
  6. Scroll Down to Required Inspections
    1. The Required inspections is located at the bottom of the Building permit draft view.
  7. Click Add
    1. The Add button is highlighted in blue and is located under Required inspections. The Add button is also circled in red on the image below. 
  8. Select the Inspection Type
    1. To do so, please click the grey box under Type and click on the desired inspection type
    2. NOTE: If the inspection type you are looking for is not listed, you’ll have to ask your administrator(s) to create a new inspection type from the inspections configuration.
  9. Click Create Inspection
  10. Edit the Inspection (optional)
    1. To edit the description of the inspection, click the downward facing arrow located next to the left side of the name of the inspection.
    2. Edit the text box of the description as desired.
    3. Input a due date (optional)
  11. Create a Permit (if one does not yet exist)
    1. To do so, click the Create permit draft button, which is located on the right side of the permits tile. The Create permit draft button is circled in red on the image below. 
    2. Click Create Permit Draft
  12. Fill in all required and applicable fields
    1. To do so, click the grey bar under each section and click/fill out the fields
  13. Scroll down to Required Inspections
    1. The Required inspections section is located near the bottom of the permit draft.
  14. Click the Add Button
  15. Select Inspection Type
    1. To do so, click the grey bar under Type.
    2. Click the Create inspection button
  16. Success!
  17. Issue Permit (optional)
    1. You can now issue the permit, if applicable.

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