Track a permit
What does this do for me?
A permit record connects a permit or license to an entity and, optionally, one of its locations. You can store its status, identifying number, dates, renewal frequency, and operational notes.Add a permit
- Open Permits in the main application.
- Select Add Permit. This action is shown only to users with permit write access.
- Choose the entity. Choose a location if the permit applies to a specific location; otherwise leave the location unset.
- Choose a permit type. If you choose Other, enter a custom type label.
- Add the license number and choose the current status.
- Add issue, effective, and expiration dates as available.
- Choose a renewal frequency if one applies.
- Mark whether a bond or insurance is required, and add notes if useful.
- Select Create.
Find or update a permit
The Permits page can search permit records, filter by status or entity, search by entity name, and group results by entity. Select a permit type in the list to open the edit form, change the fields, and select Update.The API computes expiration indicators when an expiration date is provided while creating or updating a permit. Keep the expiration date current so those indicators reflect the stored date.