1. Open the Work > Permits > Permits module.
2. Click Add . The Work Permits Form appears.
3. Enter the Permit Number (required), or if your agency has configured Lucity to automatically assign the Permit Number, leave the field blank.
4. 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
5. Enter a USA # (Underground Service Alert #) and USA Expired Date if applicable.
6. 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 Fees Toolkit.
7. Choose a Status Code to indicate the current state of the permit.
8. Identify where the work associated with the permit will occur using the Address, Property ID or Parcel Number fields.
9. Outline the nature of the permit in the Description field.
10. Explain the Reason for issuing this permit.
11. If the permitted work will require a traffic detour, indicate the alternative route in the Detour Route field.
12. 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
13. Set the Permit Fee amount. What do you want to do?
    1. 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

    2. Itemize fees and direct Lucity to calculate the sum.
       • Leave the Permit Fee field blank.
       • After completing this Permit record, run the Load Permit Type with Checklists and Fees toolkit.
14. If signs, cones, barricades or other items are required for this permit, complete the following fields:
    • Deliverer, Delivery Date/Time and Delivery Location - Identify who will deliver the items, when they will arrive and where they will be placed.
    • Remover, Removal Date/Time - Identify who will remove the items, and when they will be picked up.
    • Barricade Provider, Phone - If an outside company will provide the barricades, identify the company and its phone number.
15. If this permit is related to a larger project, complete the following fields:
    • Agency PM/ PM Phone - Identify the person managing the project and their phone number.
    • Project ID - Select the unique identifier for this project. (If this record is created from the Project Management > Work Permits grid, this field will be auto-populated.)
    • Contract Rec # - Select the Project Contract with which to associate this permit.
    • Division - Select the division responsible for this project.
    • Approved By/Approved Date - Indicate who approved the project or permit application and when they did so.
16. If a contractor will perform the permitted work, complete the following fields:
    • Contractor - Identify the company who will perform the work.
    • Contractor Contact - Identify the person who will serve as primary contact for the contractor.
    • Contractor Address/Phone - Supply his or her company address and phone number.
17. If desired, set the frequency for inspections for this permit:
    • Inspection Freq - Specify the number of (date) units that should occur between inspections.
    • Inspection Freq Units - Choose the type of (date) units that should occur between inspections.
18. In the Comments field, provide any other pertinent information related to this permit.
19. Click Save . The new record appears in the Work Permits grid.

In most cases, you will use the Load Permit Type with Checklists and Fees Toolkit 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.

1. Open the Work > Permits > Permits module.
2. Click the button to expand the Work Permit record to which you want to add a Permit Type.
3. In the Permit Types grid, click Add . The Permit Type form appears.
4. Select a Permit Type from the picklist.
5. 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.

6. Enter the Paid Date, if applicable at this time.
7. 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.

1. Open the Work > Permits > Permits module.
2. 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.
3. 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:

4. Select the desired Permit Type. (These options are established in the Permit Type Setup module.)
5. 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.