Lucity's Work Permits module enables an agency to document official authorizations for public works projects. This data helps to ensure the safety of the work and its compliance with relevant codes.
Along with basic application details, you can:
add checklists and fees;
pinpoint locations associated with each permit;
track related written, verbal or electronic communications; and
record contact information should enforcement action become necessary.
What's more, you can also link Permit records to related Asset, Inspection, Work Order, PM/Template,and Construction Site Inventory records in Lucity.
Common tasks
To open thismodule, selectWork > Permits > Permits.
Enter the Permit Number (required), or if your agency has configured Lucity to automatically assign the Permit Number, leave the field blank.
Complete the following fields to indicate when the Permit was issued and range of time during which it is in effect:
Date Issued
Start Date/Start Time
End Date/End Time
Enter a USA # (Underground Service Alert #) and USA Expired Date, if applicable.
Select the Permit Type.
Note: Selecting the Permit Type here does not pull in information (Checklist items or Fees) from the related Permit Type Setup record. That functionality requires use of the Load Permit Type with Checklists and FeesToolkit.
Choose a Status Code to indicate the current state of the permit.
Identify where the work associated with the permit will occur using the Address, Property ID or Parcel Number fields.
Outline the nature of the permit in the Description field.
Explain the Reason for issuing this permit.
If the permitted work will require a traffic detour, indicate the alternative route in the Detour Route field.
Record contact information for the applicant in the following fields:
Permit Contact or Name/Last Name
Business
Phone (multiple fields available)
Address (multiple fields available)
Permit Email
Set the Permit Fee amount. What do you want to do?
Assign a single fee.
Enter the total fee in the Permit Fee field.
Note:Lucity will overwrite any value entered manually into the Permit Fee field if a Fee item is added to this Permit Type record's Fee grid.
or
Itemize fees and direct Lucity to calculate the sum.
In most cases, you will use the Load Permit Type with Checklists and FeesToolkit to add a Permit Type to a Work Permit. The following instructions explain how add a Permit Type without loading standard Checklist or Fees through the Permit Type's child grids.
Open the Work > Permits > Permits module.
Click the button to expand the Work Permit record to which you want to add a Permit Type.
In the Permit Types grid, click Add . The Permit Typeform appears.
Select a Permit Type from the picklist.
Enter the Permit Type Fee.
Note:Lucity will overwrite any value entered manually into the Permit Fee field if a Fee item is later added to this Permit Type record's Fee grid.
Enter the Paid Date, if applicable at this time.
Save and close the form. The new Permit Type record now appears in the grid, and the Permit Type Fee, if any, rolls up into the Permit Fee value on the related Permit record.
Click the button to expand the Work Permit record to which you want to add a standard Permit Type with related Checklist items and Fees.
In the Work Permit Type grid, click the button in the toolbar, and select Load Permit Type with Checklists and Fees. The following pop-up appears:
Select the desired Permit Type. (These options are established in the Permit Type Setup module.)
Click Select. The selected Permit Type now appears in the grid. Any Checklist items and Fees related to the new Permit Type appear as child-grid records. Expand the Permit Type record to view them.
How to create a Work Permit
. The Work Permits Form appears.
button to save the record. The new record appears in the Work Permits grid.
button to expand the Work Permit record to which you want to add a Permit Type.
button in the toolbar, and select Load Permit Type with Checklists and Fees. The following pop-up appears: