CSG Permit Manager
Assign a user to a specific group. In this mode
all users of the application are required to log in with a user name and
password. A user with administration privileges can create new user accounts and
assign a user to a specific group. The different groups have specific
permissions with regard to creating new, editing and deleting existing records.
If the security option is not used, Municipal and permit setup, compact / repair
and the backup and other administrative functions are then accessed through a simple password.
A user setup screen is provided for setup of: ‘Scheduled Inspections’, ‘Expiring
Permits’, ‘Violation Deadline’, 'Active Bonds Expiring' tickle reports at startup.
lists now retain their position between sessions.
Automatic Permit Numbering
Automatic numbering of permits by permit type is an option in the permit setup.
This option is available for each primary permit type
All of the main record types are available in their own lists with specific
search options, in a data list format that can be sorted and filtered by user
input and on the records associated parcel / property record.
Data lists may be queried, sorted and searched by any of their included
fields. Individual records may be opened for editing from these lists or the
list itself can be printed or optionally sent to MS Excel. The standard permit
lists includes additional functions to sort by application date, issue data
or permit number.
Inspection scheduling on a screen that lists
scheduled inspections by day, week, month or range and optionally by inspector. Individual inspection
records may be opened from the schedule list for editing. Printing of a daily
schedule is also included.
Building Permit Subcontractors
The Building permit can optionally include a list of subcontractors. This option
is selected from the Permit Setup screen and is also an option for the printed
A Total of (29) Primary types including Building, Demo, Driveway, Electrical,
Gas, Mechanical, OLDS, Planning / SALDO, Plumbing, Rental, Sewage, Storm water, Use,
Well, Zoning Hearing and Zoning permits. The end user may select which of these
permit types to utilize so only the selected types will be available on the
various application screens and lists. This list of permits to utilize may be
revised at any time.
Sub-Types may be added to all the standard permit types. Add Re-roofing,
Painting, etc as Building permit Sub-Types. Add Alarm, Burning or Garage Sale as
Zoning Sub-Types. Any number of Sub-Types may be added "on the fly" while
creating a permit record.
Additional Permit Fields
Occupancy Type, Construction Type and Applicable Construction Code with lookup
lists in addition to Design Occupant Loads fields are included on all permit
types (excluding Planning). Building and
have the option of listing up to (12) associated permits. Through the permit
setup screen these field labels, lookup lists and visible properties can be set
for the permit input dialog and the printed permit and CO. Building and Zoning permits
have the option of listing up to (8)
square footage fields. Their label
and visible properties are also set through the permit setup screen. The
Description field of all permits is now a look up list to help maintain
Printed Permit Titles and Footers
The permit titles may be edited and footer messages may be added to all printed
permits. You can also add to or edit the list of available "Footer" messages.
This function allows you to readily quote an ordinance or code on a particular
permit and add signature lines.
Inspections may be associated to any asset, complaint, permit, property, tenant
or violation record. Any number of inspections may be added to any of the types,
a parcel record or a violation. Inspection Tasks associated to a particular
record type may be added "on the fly" for any permit type.
A list of all open Inspection requests is part of the main menu. Edit inspection
records directly from the list. Save time by no longer needing to find a permit
to edit the associated inspection records. Open asset, complaint, permit,
property, tenant or violation records directly from an Inspection request.
Documents and Images
Word Documents, PDF, Text, and digital Images may be associated to any
asset, complaint, contact, permit, property, tenant or violation record. Any
number of documents or images may be added and associated to the record. This
feature provides quick, easy access to associated documents. The associated
document function automatically copies the selected file to a subdirectory of
the main database file’s directory. The associated Image function supports
storage of the image files on CDs or other media. An integrated image viewer
provides zooming, printing and coping capabilities. Supported image formats
include; .bmp, .jpg, .tif.
MS Word Export
The “Send to Word” command on the Print menu has been revised. If a Permit or
Certificate of Occupancy or Use is in the preview mode, selecting the “Send to
Word” command creates a copy of the document, named as the permit’s printed
title, formatted as a Word *.rtf file and automatically places it in the
“\Permit Docs\” directory of the application. A prompt then asks if you want to
open the doc with Word. When exporting Letters or reports to Word a file dialog
opens to the “\Permit Docs\” directory and prompts the user for a file name of
the exported document. When creating an associated document record the file
dialog opens to this directory for selecting a document to associate to the
Linked Document Records
A function to automatically create a linked document record
in PDF format of any printed permit, certificate of occupancy or associated
letter is included. A document record in this format may be printed or emailed directly from
the included document viewer. All permits, letters and reports may be saved to
this format for distribution to others.
The Replace Contact function is for replacing a selected contact with a
different contact on all records the selected contact is associated with...
Quickly and easily replace and then delete a duplicated contact record.
All Asset, Complaint, Permit, Property, Violation and Inspection lists show a record count on
their caption bar... See the number of "Active" permits, "Open" violations or
parcels in a subdivision at a glance.
Planning Application Functions
types of Sketch and Other are included along with the standard Preliminary
and Final types. Any number of plan reviews, requests for additional
information, bonds and approval records may be associated to any Planning or
other standard permit. A report containing all the Planning application
information along with associated fees, review, bond, approval and inspection
records is also included.
Plan review and information requested records can be associated to any permit
record. The list of all plan Review records can be queried for open or
information not received records. Open the permit records directly from a Review
Bond records can be associated to any permit. Bond status and expire date fields
provides additional tracking capabilities. The Bond list can be queried for
Expiring Bonds with an input date. Open the permit records directly from a Bond
Approval records may be associated to any permit record. The list of all
Approval records opens listing only open Approvals. Open the permit records
directly from an Approval record.
Property / Parcel Records
Parcel records have additional fields for Zoning, Sewer and Water, Flood Zone,
Critical Slopes, Streams, Wetlands, Impervious Area.
All Parcel records can have any number of Tenant records associated to them.
This is ideal for commercial or apartment properties. Previous tenant records
are automatically created when an existing tenant record contact is changed. Tenant
contact, additional contacts, Tenant Type,
Move in date, Move out date, Building Name and Street Address fields are
included on Tenant records.
Tenant records can have inspection, document, image, and license records
associated to them.
When a new Violation record is created, the resident along with the owner of a
parcel is listed. If the parcel has an associated tenant list any one of the
contacts in the tenant list may be selected to be on the Violation Record along
with the property owner. The owner and tenant are then listed as recipients when
creating a letter from the Violation dialog.
Violation records can also have fees associated to them.
The contractor dialog now contains a tab for any number or type of License
records. The License tab is optionally displayed by a checkbox in the Municipal
setup. A report of Contractor Licenses is also included.
License records can now be associated to any Contact or Tenant record to provide
professional licensing functionality. A placard type printed license has been
added for these Tenant / License records. The placard setup maybe edited to be
specific to the License Type. The license list report contains the address
and primary phone number of the Licensee. A function to bulk
update the current status of licenses based on their expire date is included.
Contractors can now have any number of Insurance records associated to them.
When a contractor is selected on a building permit the contractor’s current
Insurance information is input to a field in the permit record. If the
contractor is changed or edited from the permit record the Insurance record can
also be updated.
Look Up Lists
Look up lists are included: Occupancy Type, Construction Type, Construction Code
Edition, Plan Review Items, Plan Reviewer, etc.
All permits, including Planning permits, now include a report that details any
associated Fee, Review, Bond, Approval and Inspection records in addition to the
basic permit information.
Reports can be created, sorted and totaled by task only or contain detailed
information including time, mileage, fees and balance due in addition to the
basic inspection information.
All parcel records have a report that includes permits, violations, previous
owners, current and previous tenant records in addition to the parcel location,
owner and resident information.
Expiring Permit, Expiring
Insurance, Expiring Bond and Violation Deadline tickle reports.
Permits by Applicant or Contractor:
have a report that lists all permit activity in which the selected contact
is listed as the applicant or contractor.
Numerous reporting options are included.
Permits active, fees, inspection & parcel activity may be selected by numerous
criteria. For example a report could be created that would list only the permits
issued in a particular time period that were for "Garage Sales". A report on
Fees received for that same permitting activity can also be created. A report on
a particular type of, or specific inspection task by any individual inspector
can also be created. All reports in the “Permit Reporter” may also be queried by a selected subdivision.
In addition, the ability to list and sort the approvals, bonds, contacts, fees,
inspections, licenses, permits, properties, reviews, tenants, tenant / licenses
and violation records by any of their included fields and then send the result
to MS Excel makes the reporting capabilities virtually unlimited.