Working with Associated PERMITS Plus APDs

If your agency uses the PERMITS Plus permitting system, your administrator can configure some list portlets so that users can associate PERMITS Plus APDs to a Civic Platform record. This association allows users to view and search for associated APDs from the Civic Platform Licenses module or to click the PERMITS Plus APD link to launch the PERMITS Plus system.

Topics

Associating a PERMITS Plus APD with a Record

If your agency uses the PERMITS Plus permitting system and is transitioning to Civic Platform, you can maintain your PERMITS Plus APD records even as you begin to create new records in Civic Platform.

To associate a PERMITS Plus APD with a record

  1. Locate and open the existing record you want to associate with an APD. See Using the Search Features for more information about using search.

    Civic Platform displays the detail portlet.

  2. Click the Related Records tab.

    Civic Platform displays the Related Records portlet.

  3. Click Look Up.

    Civic Platform displays a record Search portlet.

  4. In the Data Source field drop-down menu, choose P+ - Permit Plus.

    Complete other fields as available.

  5. Click Submit.

    Civic Platform returns a list of PERMITS Plus APDs that match your search criteria.

  6. Select the APD you want to associate.

  7. Click Select as Parent to set it as the parent of the current application, or Select as Child to set it as the child of the current application.

    Civic Platform associates the APD record to the record.

Removing a Related PERMITS Plus APD

  1. Locate and open the existing record you want to associate to an APD. See Using the Search Features for more information about using search.

    Civic Platform displays the detail portlet.

  2. Click the Related Records tab.

    Civic Platform displays the APDs and records related to the application. You can identify APDs by the symbol [P+].

  3. Select each PERMITS Plus APD you are removing

  4. Click Delete.

    Civic Platform removes the APD from the Related records list.

Searching for a PERMITS Plus APD

If your agency subscribes to PERMITS Plus, you can search for an APD from the Civic Platform Building Permits portlet. Click an APD hyperlink to launch PERMITS Plus and open the selected record.

To search for a PERMITS Plus APD

  1. Navigate to the Service Requests or Building Permit portlet.

    Civic Platform displays the list portlet.

  2. Click Search.

    Civic Platform displays a search portlet.

  3. Locate the Data Source field drop-down menu and choose P+ - Permit Plus. You can use other search criteria as desired.

  4. Click Submit.

    Civic Platform displays the APD search results. APD records show P+ as the data source; Civic Platform records show no data source.

  5. To view an application or a service request, click the name link.

    Civic Platform launches PERMITS Plus and displays the APD detail portlet.