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