How_do_I_add_a_creation_form_to_a_permit_type_

How do I add a creation form to a permit type?

A permit creation form is used to initiate and record the details of a new permit application. This could include permits related to building, zoning, construction, signage, land use, or environmental impact. 

It's used to gather and organize relevant information that's needed to process and track a new permit request from initial submission through approval, issuance, inspections, and finalization. 

Common information included on a permit creation form: 

  • Permit type (for example, building, electrical, plumbing, demolition)

  • Permit details: Description of work, estimated cost, square footage or scope

  • Application information: Name, contact information, contractor license (if applicable)

  • Location information: Parcel number or address, zoning or jurisdiction

  • Owner information: Property owner contact details

  • Supporting documentation: Site plans, Blueprints, Environmental or engineering reports

  • Fees: Application fee, plan check fee, inspection deposit. 

 

The permit creation form helps ensure all required information is captured for compliance and workflow routing. It enables status monitoring and scheduling of reviews/inspections. It also provides a record of who submitted what, when, and for what purpose. 

The option to link a creation permit form to a permit type is included in the 2025.11 release. 

 

Before you get started

  • Set up a creation form that will be printed when the permit type is selected. (Organization > Forms) 

 

Adding a creation form to a permit type

1. Open Connect Community Development > Organization > Permit Types. 

2. Look up a permit type. 

3. Use the Creation Permit Form menu to select a creation permit form. 

Note: Only forms created for permits will be displayed in the list. 

4. Click Save  (CTRL+S).

202511, 2025Jul24

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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