1.Configuring Building Permit Worksheets #

Purpose

Use this procedure to configure building permit worksheets.

You can configure multiple building permit worksheets as required, and configure them separately.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Codefile Maintenance > Building Permits > Building Permit Worksheet Configuration

Procedure

  1. In PACS, choose Tools > Building Permit Worksheet > Building Permit Worksheet Configuration.
  2. In the Building Permit Worksheet Configuration dialog box, click Add
  3. In the Configuration Details dialog box, configure the following options as required:

    Configuration Details Dialog Box

    • Worksheet Type

      The worksheet type.

    • Component Name

      The name of the building permit worksheet item.

    • % of Total

      The item’s percentage of the total worksheet.

  4. Click OK.

2.Creating Building Permit Worksheets #

Purpose

Use this procedure to create building permit worksheets.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Building Permit > Building Permit Worksheet

Procedure

  1. In PACS, open a property and expand the Mortgage & Permits panel.
  2. In the Building Permits section, click Add
  3. In the Issue Details section of the General panel, complete the following options as required:

    Create Building Permit Dialog Box - Issue Details Section

    • Issuer

      The building permit issuer.

    • Issued To

      The person the building permit is issued to.

    • Issuer Code

      The issuer code.

    • Issue Date

      The date the building permit is issued.

    • Issue Limit

      The date through which the permit is valid.

    • Issuer Ph

      The permit issuer’s phone number.

    • Issuer XRef

      A reference field to be used as required.

  4. In the Location section, complete the following options as required:

    Create Building Permit Dialog Box - Location Section

    • Select Residential or Commercial to define the type of property.
    • Number

      The street number for the situs of the building permit.

    • Sub

      The sub number.

    • Prefix

      The street prefix for the situs of the building permit.

    • Street

      The street address for the situs of the building permit.

    • Suffix

      The street suffix for the situs of the building permit.

    • Unit Type

      The type of unit the building permit is for.

    • Unit

      The unit number in the location of the building permit.

    • Bldg #

      The building number in the location for the building permit.

    • Subdivision

      The subdivision in which the building is located.

    • Plat

      The plat of the building permit.

    • Block

      The block of the building permit.

    • Lot

      The lot of the building permit.

    • City

      The city of the building permit.

    • Legal

      The legal description for the building permit.

  5. In the Required Inspections section, complete the following options as required:

    Creating Building Permit Dialog Box - Required Inspections Section

    • Building

      Select this check box to indicate that a building inspection is required.

    • Mechanical

      Select this check box to indicate that a mechanical inspection is required.

    • Electrical

      Select this check box to indicate an electrical inspection is required.

    • Plumbing

      Select this check box to indicate a plumbing inspection is required.

  6. In the Permit Details and Information sections of the Details panel, complete the following options as required, including:
    • Case Name

      Alphanumeric field. Imported from Tidemark when applicable.

    • Project #

      Numeric field. Imported from Tidemark when applicable.

    • Project Name

      Alphanumeric field. Imported from Tidemark when applicable.

    • Value

      The building permit value. Imported from Tidemark when applicable.

    • Calculated Value

      Dollar value of the calculated building permit value. Imported from Tidemark when applicable.

    • Issuer % Complete

      Captured from Tidemark if data exists. The grid reflects the configuration set up for the Tidemark worksheet under Tools > Building Permit Worksheet > Configuration. For more information, see  Configuring Building Permit Worksheets.

    • Total Acreage

      Numeric field that tracks development activity with respect to permits. Populates from the Tidemark interface.

    • Primary Zoning

      Tracks development activity for zone 1 with respect to permits. Populates from the Tidemark interface.

    • Secondary Zoning

      Tracks development activity for zone 2 with respect to permits. Populates from the Tidemark interface.

  7. Click OK.

3.Importing Building Permits #

Purpose

Use this procedure to update existing and import new building permits into PACS.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Import > Import Building Permits

Procedure

  1. In PACS, choose Import > Building Permits.
  2. In the Import Building Permits window, click Add
  3. Complete the following options as required:

    Import Building Permit Dialog Box

    • Import Type

      The Tidemark Full Permit Import type creates permits on the property records.

      The Tidemark Inspection Update Import type modifies the percentage completions on the worksheet.

    • Worksheet Type

      If Tidemark Inspection Update is selected as the import type, you need to select a worksheet type to import the data into.

    • Import File Path

      The location of the file to be imported.

  4. Click Import.

Next Steps

Use the Building Permit Import Error Report to identify any errors on the import file.

4.Exporting Building Permits #

Purpose

Use this procedure to export building permits from PACS.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Export > Export Building Permits

Procedure

  1. In PACS, choose Export > Building Permit.
  2. In the Building Permit Export dialog box, in the General section, complete the following options as required:
    • Year

      Select the year layer to retrieve property data from.

    • Property Type

      The type of property, such as real, personal, auto, mobile home, or mineral.

      Note If no property type is selected, all property types are exported.

  3. In the Property Export section, select Property Export to perform a property export; enter the path to the export in the Export Path field.

    Note The export path must be a sharable, fully qualified, UNC path.

  4. In the Situs Address section, select Situs Address Export to perform a situs address export; enter the path to the export in the Export Path field.
  5. In the Linked Owners section, select Linked Owners Export to perform a linked owners export; enter the path to the export in the Export Path field.
  6. In the Permit Export section, complete the following options as required:

    Building Permit Export Dialog Box

    • Permit Export

      Select this option to perform the building permit export.

    • Issued Date

      The date on which the permit was issued.

    • CAD Permit Status

      To filter the exported building permits by CAD status, either manually enter CAD permit status codes, separated by commas, or click Dots to select status codes.

    • Export Path

      Enter the path for the export.

      Note The export path must be a sharable, fully qualified, UNC path.

  7. Click Export.

5.Transferring Building Permits #

Purpose

Use this procedure to transfer a building permit from one property to another within PACS.

A building permit transfer may be required if, for example, a permit was mis-assigned in the building permit import file. After transferring the building permit to the correct property, PACS will continue transferring the permit to the correct property in subsequent imports involving the same permit.

Procedure

  1. In PACS, open the property record with the mis-assigned permit and expand the Mortgage & Permits panel.
  2. Select the building permit number and click Transfer in the toolbar of in the Building Permits grid.

    Building permit transfer, 9032x

  3. Select the appropriate property using the Property Search Wizard.

    Note The permit record continues displaying in the Building Permit grid of the original property record. The Transferred To column indicates that the permit has been transferred. When a transferred permit is selected in the Building Permit grid, the Transfer button is disabled.

6.Setting the Primary Property on a Building Permit #

Purpose

Use this procedure to designate the primary property on a building permit issued to multiple properties.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Building Permit > Set Primary

Procedure

  1. In PACS open the building permit view and expand the Properties panel.
  2. In the Properties grid, select the property that you want to set as the primary property, then click the Set Primary button.

    building, permit set primary, 9032x

7.Displaying a Permit Issuer's Web Site #

Purpose

Use this procedure to display the PACS permit in the permit issuer’s Web site.

Prerequisites

  • The permit issuer’s name and URL address have been entered in PACS (Tools > Code File Maintenance > Building Permits > Building Permit Issuer).

Procedure

  1. In PACS, open a building permit.
  2. Choose Commands > Issuer Website.

8.Reports #

8.1.Generating a Building Permit Worksheet Report #

Purpose

Use this report to review information pertaining to building permits.

Procedure

  1. In PACS, choose Reports > Building Permits > Building Permit Worksheet.
  2. In the Building Permit Worksheet Report dialog box, complete the following fields in the Building Permit Criteria section for which you want to generate the report:

    Building Permit Worksheet Dialog Box - Building Permit Criteria Section

    • Permit Type

      The building permit type.

    • Permit Subtype

      The building permit subtype.

    • Status Code

      The status associated with a building permit.

    • Appraiser

      For appraisal cards and building permits, this option reflects the associated appraiser.

      For recalculation, this option recalculates the properties associated with the appraisers specified.

    • Permit ID

      The specific system assigned ID for a building permit.

    • Permit Number

      The actual building permit number.

    • Order By

      The order by which permits will be displayed.

    • Print Only Active Permits

      Select this check box to only include active permits.

    • Issue Date

      The date on which the permit was issued.

    • Import Date

      The date range for which permits were imported into PACS 9.0.

  3. Complete the following fields in the Property Criteria section to narrow down the report by property:

    Building Permit Worksheet Report Dialog Box - Property Criteria Section

    • Print Only Permits with Properties

      Indicates whether or not to include permits without properties.

    • Print Appraisal Cards

      Indicates whether or not to include appraisal cards.

    • Abstract/Subdv

      The abstract and subdivision in which a property is located.

    • Map ID

      The map ID for a given property.

    • Other

      Other criteria.

  4. In the Output Settings section, do the following:
    • In the Format drop-down list, select the report output format.
    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
  5. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

8.2.Generating a Building Permit Report #

Purpose

Use this report to review information pertaining to building permits.

Procedure

  1. In PACS, choose Reports > Building Permits > Building Permits.
  2. In the Building Permits Report dialog box, complete the following fields in the Building Permit Criteria section for which you want to generate the report:

    Building Permit Worksheet Dialog Box - Building Permit Criteria Section

    • Permit Type

      The building permit type.

    • Permit Subtype

      The building permit subtype.

    • Status Code

      The status associated with a building permit.

    • Appraiser

      For appraisal cards and building permits, this option reflects the associated appraiser.

      For recalculation, this option recalculates the properties associated with the appraisers specified.

    • Permit ID

      The specific system assigned ID for a building permit.

    • Permit Number

      The actual building permit number.

    • Order By

      The order by which permits will be displayed.

    • Print Only Active Permits

      Select this check box to only include active permits.

    • Issue Date

      The date on which the permit was issued.

    • Import Date

      The date range for which permits were imported into PACS 9.0.

  3. Complete the following fields in the Property Criteria section to narrow down the report by property:

    Building Permit Report Dialog Box - Property Criteria Section

    • Print Only Permits with Properties

      Indicates whether or not to include permits without properties.

    • Abstract/Subdv

      The abstract and subdivision in which a property is located.

    • Map ID

      The map ID for a given property.

    • Other

      Other criteria.

  4. In the Output Settings section, do the following:
    • In the Format drop-down list, select the report output format.
    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
  5. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

8.3.Generating a Building Permit Audit Report #

Purpose

Use this procedure to track building permits issued by date range and status.

Procedure

  1. In PACS, choose Reports > Building Permits > Audit Report.
  2. In the Permit Audit Report dialog box, complete the following options as required:

    Permit Audit Report Dialog Box

    • Year

      Select the year layer to retrieve property data from.

    • Issue Date

      The date on which the permit was issued.

    • CAD Permit Status

      One or more CAD permit status codes with which to filter the selection criteria for the report. The CAD status represents the status that the CAD currently considers the permit to be at.

      This is opposed to the actual permit status, which could possibly differ.

    • Include Inactive Permits

      Select this check box to include inactive building permits in the report.

    • Sort By
      • Select one of the following sort methods for the report:
      • Property ID
      • Permit Type
      • Permit Number
      • Permit Date
  3. In the Output Settings section, do the following:
    • In the Format drop-down list, select the report output format.
    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
  4. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

8.4.Generating a Building Permit Transfer Report #

Purpose

Use this procedure to track building permit transfers within a date range and according to CAD status.

Procedure

  1. In PACS, choose Reports > Building Permits > Transfer Report.
  2. In the Building Permit Transfer Report dialog box, complete the following options as required:

    Building Permit Transfer Report Dialog Box

    • Issue Date

      The date on which the permit was issued.

    • CAD Permit Status

      One or more CAD permit status codes with which to filter the selection criteria for the report. The CAD status represents the status that the CAD currently considers the permit to be at.

      This is opposed to the actual permit status, which could possibly differ.

    • Sort By
      • Select one of the following sort methods for the report:
      • Property ID
      • Permit Type
      • Permit Number
      • Permit Date
    • Include Inactive Permits

      Select this check box to include inactive building permits in the report.

  3. In the Output Settings section, do the following:
    • In the Format drop-down list, select the report output format.
    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
  4. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

9.Printing a Building Permit Import Error Report #

Purpose

After the building permit import is complete, use this report to identify any data errors in the import file.

Procedure

  1. In PACS, choose Import > Building Permits.
  2. In the Import Building Permits window, right-click a completed import and select Print Errors.
  3. In the Output Settings section, do the following:
    • In the Format drop-down list, select the report output format.
    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
  4. Click Preview to preview the report. Click Post to generate the report and create a PACS inbox item from which you can view the report.

Result

The Building Permit Import Errors report is created and sorted by permit date.

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