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Permits/Records

  • Cloning Records

    Cloning a record allows you to create a child record from information already entered into a permit. A clone is effectively a copy of the selected record and allows the agency to select which record i...

  • Copying Records - Unrelated

    To copy over information to new permits from an existing permit without having them be related, click on Description of Work/Copy Recs (Unrelated) in the Navigation Pane, select clone from the Menu dr...

  • Defining and Permitting Townhouses and Multifamily Structures

    Deciding how to review and permit for structures with 3 or more units can be complicated - in this training document you will be provided with code-driven direction on making the distinction between t...

  • How to Change an Address on a Permit

    Begin by selecting the permit that you need to change the address on. Then click on Address in the navigation pane. You will see the current address on the permit marked as Primary-Yes. Before we can ...

  • How to Relate Existing Records

    Please see the attached document for steps to relate existing records....

  • How to Resolve the Wrong Record Type in Accela

    Sometimes the wrong record type is created or applied for - please see the attached document for steps on how to resolve this in Accela....

  • Master Plan Review in the Model

    We have made some rather simple accommodations for Master Plan Review in the Model, with two standard fee items. We do indeed have some other agencies offering the master plan option – we are now push...

  • Master Plan Review Process

    Master plan reviews are often used by homebuilders that build several model homes – for example, floorplan #1, floorplan #2, and floorplan #3. Potential buyers come and tour these model homes, then ma...

  • Master Electrical - New and Renewal

    Master Electrical New and Renewal are record types available in the Oregon Model Building Module in ePermitting. These record types allow agencies to track the Master Electrical permits in their juris...

  • New Applications/SPEAR Form

    New applications can be created through the back office. When a customer submits a paper application, this process is how the application would be entered into the system. To start a new application, ...