How To Configure Available Permit Categories on Cloudpermit

Overview

Cloudpermit makes it easy for building departments to configure which categories of building permits their municipality accepts. In fact, configuring Permit categories on Cloudpermit is done with the click of a button. This article explains how administrator users can configure which categories of permits their municipality will accept via Cloudpermit. Please note, only those users with administrator rights can configure which permit categories on Cloudpermit.

How To Configure Permit Categories on Cloudpermit

  1. Log into Cloudpermit at ca.cloudpermit.com 
  2. Click your name at the top right, as can be seen by the screenshot below.
  3. Select Configuration from the drop-down menu, as can seen by the image below.
  4. You have now been redirected to the Application configuration section of Cloudpermit, as can be seen by the image below. Here you will be control which categories of permits will be accepted as well as several other features of Cloudpermit. For the purposes of this article, we will focus on Categories of building permits.
  5. Underneath Application configuration located at the top of the page, the Application types in use tile is presented. This is where you will be able to select which categories and application types will be available on Cloudpermit. To see view which categories are available for use, simply refer to the names under the word Categories. Any application category listed that includes a purple checkmark next to its name means that is turned on and can be applied for.
  6. To begin offering a category of permit listed, simply check the box located on the left side of a specific category name. For example, on the image below, accessory structures permits are currently not accepted. To start accepting them, you would check the box on the left side of the words Accessory Structures and click save at the bottom right of the page. It's as simple as that!
  7. Having said that, Cloudpermit allows you to take this a step further. Cloudpermit provides you the ability to configure the Work types and Work targets of each permit category you decide to accept. For instance, using the Accessory Structures example, Cloudpermit gives you the ability to accept the following Work types and Work targets:
    1. Work types:
      1. New
        1. Work targets:
          1. Carport
          2. Deck - Non Residential 
          3. Garage - Non residential 
          4. Garage - Residential 
          5. Gazebo
          6. Porch 
          7. Ramp
          8. Shed
      2. Alteration
        1. Work targets:
          1. Carport
          2. Deck - Non Residential 
          3. Garage - Non residential 
          4. Garage - Residential 
          5. Gazebo
          6. Porch 
          7. Ramp
          8. Shed
      3. Addition
        1. Work targets:
          1. Carport
          2. Deck - Non Residential 
          3. Garage - Non residential 
          4. Garage - Residential 
          5. Gazebo
          6. Porch 
          7. Ramp
          8. Shed
      4. Repair
        1. Work targets:
          1. Carport
          2. Deck - Non Residential 
          3. Garage - Non residential 
          4. Garage - Residential 
          5. Gazebo
          6. Porch 
          7. Ramp
          8. Shed
  8. Similar to the way Permit Categories get turned on and off by checking and unchecking a box, Work types and Work targets get enabled and disabled by checking and unchecking boxes next to the names of each Permit category, Work type, and Work target. To that end, to view the available Work types and Work targets of each Permit category, simply click the downward facing arrows on the right side of the Permit categories and work types to reveal more options. For visual reference, please look at the images below. 
  9. When you have finished configuring the Permit categories, Work types, and Work targets, please save your work by click the save button located at the bottom right of the Application configuration tile.
  10. Success! Cloudpermit's configuration is available to you 24/7/365, meaning you can easily make changes appropriately whenever you wish. 

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