Community Development
Application FAQ

More application FAQs coming soon!

Permit Management

Open Permit Management

Go to the "Permit View" tab in the top left corner of the page.

Click on the sub-tab labeled "Create Permit" located in the center of the screen.

After clicking "Create Permit"...

A new window will appear with a table labeled "Create Permit".
Fill in as much information as is necessary for this permit.

Once the information has been entered...

Click "Create" in the top right-hand corner of the table.
A screen will then appear with a preview of the permit you are creating in a window labeled "Permit".
If all of the information looks accurate and complete, click "Save" at the top right corner of the screen.
If the user has the ability to delete a permit, this button will show up at the bottom of the permit.
Any ongoing changes needs to be saved, as work is entered.

Learn more about Permit Management basics here.

Open Permit Management

Select a permit in which you want to add a file to by clicking anywhere on the row.

On the right hand side there will be a button called "Upload File" in the menu.
If the menu disappears, click on the hamburger menu at the top of the window.

After clicking Upload File...

A window will pop up allowing you to enter a description of the file, and click on "Add files". Providing you an opportunity to browse your computer for the given file. If you're on a mobile device you can take a photo from your camera.
If you are unable to upload a file, please refer to your account limits found in the same window. It will say maximum upload size is 3MB or 25MB.

If you would like additional storage, please call Technical Support at 888-655-1259.

Open Permit Management

Click on the Fields tab.

From the right-side menu, select the type of field you would like to add.

Text field
Numeric field
Lookup field
Date field

Enter the field name and any other information needed to create the field.

For lookup fields, add values by clicking on the Values button on the fields dashboard under the corresponding field.

here

Open Permit Management.

Go to the "Permit View" tab in the top left corner of the page.

Click on the sub-tab labeled "Create Permit" located in the center of the screen.

After clicking "Create Permit"...

A new window will appear with a table labeled "Create Permit".
Fill in as much information as is necessary for this permit.

Once the information has been entered...

Click "Create" in the top right-hand corner of the table.
A screen will then appear with a preview of the permit you are creating in a window labeled "Permit".
If all of the information looks accurate and complete feel free to click on the button entitled "Save As Template".

After clicking "Save As Template"...

A window will pop up allowing you to enter in a Template Name.
You also have the choice of checking the box below to delete the permit associated with this template. Or continue both adding the permit and the saving the template.
Click "Save Template".

View screenshots of the template process here.

Go to "Permit Management".

Go to the "Permit View" tab in the top left corner of the page.

Click on the sub-tab labeled "Permit Templates" located in the middle of the screen.

After clicking "Permit Templates"...

A new window will appear with a table labeled "Permit Templates".
Select the following template already created within the drop down.
Upon choosing a template...

The following options are available to use: "Create", "Edit", or "Delete"

If you click on "Create"...

A new permit will appear using the template you had selected.
From this point you are welcome to enter additional information and hit save. This will show up in the main "Permit View" Tab with a new permit number, along with other permits that have been created.

If you click on "Edit"...

The particular template that was once created will appear on the screen.
From this point you are welcome to edit the search as you so desire.
Any changes need to be followed by clicking on the "Save" button located in the upper right hand corner of the window.

If you click on "Delete"...

Upon selecting "Delete" for a given template, without any notification the template will delete and no longer be on the list of templates.

Go to "Permit Management".

Go to the "Permit View" tab in the top left corner of the page.

Select a permit in which you want to copy by clicking anywhere on the row.

After opening the permit...

A new window will appear with a table labeled "Permit".
If the permit contains all the information you would like, on the right hand side of the permit you are welcome to click the button that says "Copy Permit".

After clicking on "Copy Permit"...

A window will pop up saying "www.iworq.net says Permit Copied."
Upon clicking "OK", the copied permit will appear on the screen with a new permit number.
Any ongoing changes needs to be saved, as work is entered.

Open Permit Management

Go to the "Permit View" tab in the top left corner of the page.

Select a permit in which you want to print by clicking anywhere on the row.

After opening the permit...

A new window will appear with a table labeled "Permit".
On the right hand side there will be a button called "Print Permit".

After clicking on "Print Permit"...

A window will pop up with print preview.
Upon being connected to a printer and clicking "Print", the document will print accordingly.

Open Permit Management

Go to the "Permit View" tab in the top left corner of the page.

Select a permit in which you want to email by clicking anywhere on the row.

After opening the permit...

A new window will appear with a table labeled "Permit".
If the permit contains all the information you would like, click "Email Permit" from the right-side menu.

After clicking on "Email Permit"...

A window will pop up entitled "Email". Within the window there will be 3 options to choose from..
"Email Selected Employees", "Email Selected Departments", Email Selected Contractors, and "Email Owner."

If you were to click on "Email Selected Employees"...

A list of employees found within the Employee Tab appears, giving you the option of selecting the box to the left of their name. There is no limit as to how many boxes you choose. However it is imperative you select the boxes you wish to send the email to.
If you have someone other than an employee in mind to email, you can always select the bottom box, and enter the email address.
In the event there are multiple email addresses, separate each email with a comma.

If you were to click on "Email Selected Departments"...

A list of departments found within the subtab of the "Employee Tab" will appear. You are not required to choose any, however if you did any employee that affliated with the the given departments found on the "Employee Tab" will have be sent an email.

If you were to click on "Email Selected Contractors"...

The contractor attached to the permit, will appear as an option to email.
If there is not a name listed in this section, go back to the permit. Find the Contractors section and click on the pencil. If there is not an email associated with the contractor's information -- one needs to be entered in.
Click save.

If you were to click on "Email Owner"...

An email will appear pulling from the parcel on the given permit. You will then be able to check the box next to their email.
If there isn't any email pulling up, you are welcome to close out of the "Email" window and click on view on the Property section at the top of the Permit.
A new window will appear allowing you to enter the Owner's email at the bottom of the page and selecting save.

We recommend refreshing your permit at this point.

Regardless of what email function you choose, there are three additional features that are available to customize the permit being emailed. All of which will appear on the email being sent.

Include payment link
Include a subject line.
Write a message.

After you have selected who you would like to email, and entered a subject / message...

Proceede by clicking on "Email Permit" located at the bottom of the screen.

Email history will display on the actual permit.

Go to "Permit Management".

Select a permit in which you want to add a note to by clicking anywhere on the row.

After opening the permit...

A new window will appear with a table labeled "Permit".
On the right hand side there will be a button called "Notes".

After clicking on "Notes"...

A window entitled "Add Note" will appear giving you the ability to enter the following: note date, type in an actual note, and gives you the option of making the note alert (pop up immediately after the request opens) by checking the box located at the bottom of the screen.
When you are finished, you are welcome to click "Add" in the bottom right hand corner.

After clicking on "Add" the note will appear at the bottom of the permit.

Fees/Letters

Open the Permit Management application

Find the permit you wish to add a fee to and click anywhere on the line to open the details of that permit.

Click on the Add Fees button from the right-side menu.
- A window will pop up with a list of fees.
- Check the box next to each fee you would like to add to the permit.
- Click the orange add button.

The newly added fees will now be listed in the fees section of the permit
- You can edit the amount of the fee by typing a new amount in the white text box and clicking on the little save icon located on the right-top side of the fees section.

Scroll to the top of the permit and click save before closing the permit.

Open Permit Management.

Find the permit you wish to add a payment to and click anywhere on the line to open the details of that permit.

Scroll to the fees section of the permit and click on the building icon near the fee total or click add payment from the side menu.

Fill out any details you would like listed for the payment.
Check or uncheck the fees that will be taken care of with this payment.

Click the orange Submit Payment button

Notes: The fees are tied directly to payments. This allows the iWorQ Permit Application to track the paid and unpaid amount for each permit. A lock icon will appear anytime a payment is made on a fee because this fee can no longer be deleted.

If you are taking a credit card payment, click on Add CC Payment from the side menu and continue processing the payment through iTransact.

Open Permit Management.

Find the permit you wish to add a payment to and click anywhere on the line to open the details of that permit.

After a payment has been made, a payments section will appear under the fees section. Scroll to the payments section.

Click on the pencil icon next to the payment you want to undo.
Click on the Undo button at the top of the window. This will void the payment and show a line through the payment amount in the payments section.

Notes: A user can undo and delete a payment, but is recommended that the user uses the undo to track any errors. Individual iWorQ users for each account can be restricted from undoing or deleting payments. Please contact iWorQ Technical Support to add these restriction to specific users.

Open Permit Management.

Find the permit you wish to add a payment to and click anywhere on the line to open the details of that permit.

Scroll to the fees section of the permit and click on the building icon near the fee total or click add payment from the side menu.

Fill out any details you would like listed for the payment.

To accept partial payment for the fee, put your cursor into the unpaid box next to the paid field. Delete the existing amount and enter the amount of money that will be paid towards that fee.

Note that clicking outside the unpaid box will adjust the total payment amount at the bottom. (For example If a fee is $10 dollars and I enter $5 dollars in the unpaid box and click on the screen the total payment will reflect $5.00 is left unpaid.)

Click the orange Submit Payment button. The partial payment will appear in the payments section of the permit.

Notes: The fees are tied directly to payments. This allows the iWorQ Permit Application to track the paid and unpaid amount for each permit. To see the unpaid amount for any permit go to the Details Page. A lock will appear anytime a payment or partial payment is made on a fee, meaning that the fee cannot be deleted because a payment it tied to it.

Go to the Permit Management application.

Go to the "Permit View" tab in the top left corner of the page.

Select a permit in which you want to copy by clicking anywhere on the row.

After opening the permit...

A new window will appear with a table labeled "Permit".
On the right hand side there will be a button called "Add Letter".

After clicking on "Add Letter"...

A window will pop up entitled "Add Letter", with a drop down / list of letters available to attach. (If it is a new letter you wish to upload, please see the help page titled "Submitting a Letter Request")
Upon selecting the given letter.
Click "Add" located at the bottom of the same table.

After clicking on "Add Letter"...

If you need to input any data to letter including filling in text box and so forth, be sure and hit Save located at the bottom of the document.
You also have the option of emailing and or printing the letter located next to save at the bottom of the letter.
The letter will appear towards the bottom of the original permit window.

Upon adding the form you will be given the following options "Email", "Print", or "Save"...

A window will prompt you to enter a email, or select boxes of employees that you wish to email the form to.
As well as allows you to make changes and save them.
Another option listed is to print the document, to a given destination.

If you have other letters you wish to add to the permit, repeat steps 3 - 5.

Go to "Permit Management".

Go to the "Permit View" tab in the top left corner...

Click on the "Advanced Search" sub-tab.

After clicking the "Advanced Search" sub-tab...
- A window will appear with a table labeled "Permit Fields". This window will allow you to identify the particular permits that the letter is to be added/attached to; if this step is skipped the letter will be attached to all permits.
- Fill in the information that is necessary to identify the desired permits that the letter will be attached to (for example, if a Certificate of Occupancy needs to be attached to all permits that were created within the month of March 2018, the field that would be filled in would be the "Permit Date" field from March 1, 2018 to March 31, 2018. This would then select all of the permits that were created within this period of time)..
- Click "Search"...
After clicking "Search"...

A screen will appear with all of the permits that fit the requirements entered in step 7.
On the far right side of the screen there will be an arrow pointing to the left. Click on this arrow and a table will expand. Click on the paper icon labeled "Multiple Letters".

After clicking "Multiple Letters"...

A new screen will appear with a table labeled "Multiple Letter Creation" along with a list of all past-letter creations, date and name of the letter.
Click on the white box above the past creations, and choose the type of letter that will be created.
On the bottom right hand of the window, click "Create" (depending on the number of permits that the letter is being added/attached to it may take a few minutes to load/process).
Next, a window with all of the permits/letters that were just created/attached for those specific cases will appear and can be printed, etc. from this window.
This letter will now appear within all of the selected permits in the table labeled, "Letters".
Click "Save" when finished.

Searches/Mapping

Open the Permit Management application

Go to the "Permit View" tab in the top left corner of the page.

Click on the sub-tab labeled "Open Saved Search" located in towards the left side of the screen.

After clicking "Open Saved Search"...
- A new window will appear with a table labeled "Open Saved Search".
- Below it will ask you to select a particular saved search with the following options: "Open", "Edit", or "Delete".

If you click on "Open"...
- A list of results from a given search, will appear on the main "Permit View" tab.

If you click on "Edit"...

The particular Saved Search will appear in a new window with the given search name.
From this point you are welcome to edit the search as you so desire.
Any changes need to be followed by clicking on the "Edit Search" button.

If you click on "Delete"...

Upon selecting "Delete" for a given search, a pop up will appear on the screen saying the following "www.iworq.net says, Saved Search Deleted."

Open Permit Management.

Go to the "Permit View" tab in the top left corner of the page.

Click on the sub-tab labeled "Advanced Search" located in towards the left side of the screen.

After clicking "Advanced Search"...

A new window will appear with a table labeled "Advanced Search".
Fill in much or as little information as you wish to search for.

Once the information has been entered...

Click "Search" in the top right-hand corner of the table.
Upon doing so, the Advanced Search window will close and take you back to the Permit View tab-- displaying the results of the search.
If you decide you want to save this search -- located on the right side of the page, click on the arrow pointing to the left.
Followed by clicking on the top icon (also referred to as "Save Selected").
A new window will open asking you to name the search.

If you want to save the search for ongoing interests proceed to next bullet..
Upon selecting what to search for, click "Save" at the top right corner of the screen.
A new window will open asking you to name the search.

After a search is saved...

The search can be found within the "Permit View" Tab, on the far right hand side of the page located in a drop down called "Select View". The names you typed in will be at the bottom of the list.
This gives you an abillity to quickly view what the system has to offer regarding the particular search without having to recreate the search again.

While the "Permit View" window entails all of the details necesary to identify a specific Permit, it is also possible to do an "Advanced Search" for all permits assigned to the same contractor. If a contractor has already been assigned to a permit, they will appear in the "Contractors" section on the actual permit; however, if it is unknown which Permits a contractor is assigned to it is possible to do an advanced search by following these steps...

Open Permit Management.

Go to the "Permit View" tab, in the top left-hand corner of the page.

Click the "Advanced Search" sub-tab...

A new window will appear with a table labeled "Advanced Search".
Underneath the list of fields, there are different sections to choose from. One being Contractors.
Click on the "Contractor" section.

After clicking the "Contractor" section...

There will be a place to enter information regarding the contractor in question; enter the necessary information.
Click "Search".

Once "Search" has been clicked...

All of the permits assigned that specific contractor will appear.
Click anywhere on the row for the permit to open.
In order to edit/view information regarding the contractor, simply click on the pencil located to the right of the contractor section of the permit.
Any changes need to followed by clicking "Save".

Go to the Permit Management application.

Go to the "Permit View" tab in the top left corner of the page.

Select a permit in which you want to map by clicking anywhere on the row.

After opening the permit...

A new window will appear with a table labeled "Permit".
On the right hand side there will be a button called "Map".

After clicking on "Map"...

A window will pop up with google maps asking you if it's okay to map the given address. You are then able to choose "Okay" or "Cancel".

If you are unable to map a permit, please call Technical Support at 888-655-1259 and they can assist you.

Contractor Portal/Inspections/Etc.

Open the Permit Management application

Click on the Contractors Tab

Select the sub tab entitled "Portal Setup"

Customize Portal Setup - Fields

Select/check what fields you would like to display (found on the left column of the page) on the Contractor Portal, and what fields you would like the contractors/citizens to search by.

Customize Other Information Section-

Select/check additional information you would like available to the public in the portal.

Customize Email All Requests To section

Select/check the names of employees you would like to receive email notifications for all incoming inspection request.

Contact a member of iWorQ staff if you would like to customize the Header and Footer section. This can include information such as:

City/County logo
Disclaimer
Notes
Special Instructions

The bottom right section of the Portal Setup page is used to allow inspection requests or bypass the request by having an inspection automatically generated.

Note: payments from the portal only work if you already use cc payments in iWorQ

Customize the following remaining items:

Time preference AM/PM
Default employee that you would like the inspections to assign to
Default Inspection status

Contact a member of the iWorQ Staff to receive the link in which the Contractor Portal can be found, and then given to the cities IT to embed in their cities website.

The citizen needs to Contact their city for the following items:

URL for the Contractor Portal, or directions on how to access from cities website.
Details regarding the permit in question, if not already received.

Upon locating the Contractor Portal, and clicking on the link...

Enter in available information such as: "Permit Number", "Permit Type", "Property Address"
Click "Search"

After clicking "Search"...

A list of results will present itself. This will display the fields in which the city has chosen to appear regarding the given permit..
Depending on what is available to choose from, the citizen may be able to "Request Inspection" directly from the permit. (Refer to Step 4)
If the citizen would simply like to view the permit and details associated. (Refer to step 5)
If the citizen wants to pay for fees associated with the permit. (Refer to step 6 -7)

If a citizen would like to Request an Inspection from the Contractor Portal please follow the below steps:

Click on the button to the far right hand side of the permit row entitled "Request Inspection".
A window will appear, with the below fields regarding the specific inspection.

*** In order to submit the request successfully to the city/agency, all fields need data entered in them.***

Contractor Access Code (If the citizen doesn't know, this can be obtained from the City)
Requested By : Citizen's name
Phone # : Citizen's phone number
Email : Citizen's email
Request Date : Date request would like to be done.
Requested Time : Time request would prefer to happen.
Type (Citizen must choose the type of inspection from the drop down)
Comments (If any--)

Upon entering the above data, feel free to click "Request Inspection" located at the bottom of the fields.
The request is then submitted to the given City for further action.

If a citizen would like to view the permit details that are associated with, please follow the below steps:

Click on the button "View" located on the far right of the permit information displaying.
A window will appear listing all the available information regarding the particular permit.

If a citizen would like to pay for fees associated with a permit, the city/agency must be set up accordingly. If already set up to do so, please refer to below steps:

Click on the button "View" located on the far right of the permit information displaying.
A window will appear listing all the available information regarding the particular permit.
Within the Fees section of the permit, citizens need to click on a button entitled "Pay Unpaid Fees of $..." This located on the far right hand side of the fees section.

Upon clicking on "Pay Unpaid Fees of $....

The citizen will need to follow the prompt of questions/ notifications, such as selecting the correct fees being paid for and such until they receive a confirmation that the fee has been paid.
Print out receipt/confirmation for history.

Open Permit Management.

Go to the "Permit View" tab, in the top left-hand corner of the page.

Within the list of permits, find/click anywhere on the line of the permit you wish to add an inspection to.

Once the permit is pulled up...

On the right side of the permit there is a list of buttons.
Find/Click the box that reads, "Add Inspection".

After clicking "Add Inspection"...

A new window will appear with a table labeled "Inspection Information"; enter the necessary information into the table.
Click "Add" when finished.
This inspection will now appear in the "Inspections" section on the actual permit, and can be edited/deleted as needed by clicking on the pencil, or the trash located to the right side of the section.

Open Permit Management.

Go to the "Permit View" tab in the top left corner of the page.

Go to the "Inspection Types" sub-tab.

Click on the arrow pointing to the left located on the right side of the page.

Click on "Add Type" on the right side of the page.
A new window called "Add Type" will appear.
Enter the "Inspection Type Name", and any description needed for the new inspection type.
Click "Add".
This will now appear on the list of drop downs for inspection types on a given inspection.

Go to "Permit Management".

Go to the "Permit View" tab, in the top left-hand corner of the screen.

Find the permit that the contractor is being added to.

Click anywhere on the line to pull up the information regarding that permit.

After the permit opens...

On the right side of the permit there will be a list of buttons.
Find and click on the gray box that reads "Contractors".

After clicking "Contractors"...

A new window will appear with a table that reads "Contractor Search", select the field in which you want to search by: Contractor Name, Primary Contact, License # or Contractor #.
Click Search
Underneath results will appear. Select the box next to the correct Contractor. Doing so, this will show up on the actual permit.
Beneath the (contractor results), find/click on the "(+) Add New" in blue on the left side of the page.

Once you have clicked "(+) Add New"...

Enter the information regarding the new contractor.
Click "Add Contractor" when finished.
This contractor will now appear on the previous window under the table labeled "Assigned Contractors".
The new contractor will also appear under the "Contractors" section on the actual permit.

Go to "Permit Management".

Go to the "Permit View" tab

Click the "Advanced Search" sub-tab.

After clicking "Advanced Search"...

Click on the "Contractors" section located towards the bottom of the new window.
Enter the name of the contractor you are searching, click "Search" at the top of the page.

After clicking "Search"...

All of the permits that this contractor is attached to will appear.
Click anywhere on the line of one of the permits.

After pulling up the permit...

Depending on what has been added to the permit, there might be a few sections below the fields. Locate the section entitled "Contractors".
Click on the pencil to the right side of the contractor section.

Once the information regarding that contractor has been pulled up...

EA new window will appear with a table labeled "Contractor Information"
On the right side of the page there will be a list of buttons, locate "Add License". Click on it.

After clicking "Add License"...

A new window entitled "License Information" will appear.
Enter the necessary information regarding the License being added.
Click "Add" when finished.
This License will now be attached to that contractor.

Go to the Permit Management application.

Go to the "Permit View" tab.

Select the permit that you would like to create a plan review for by clicking anywhere on that row.

After pulling up the information for this permit...

On the right side of the permit there will be a list of buttons.
Find / Click the gray box that reads, "Add Plans".

After clicking "Add"...

A new window will appear with a table that reads, "Add Review".
Enter the "Plan Name", and "Description" etc.
Click "Add".

Once you have created a review...

On the right side of the window there will be a list of buttons.
Click "Upload PDF".

After clicking "Upload PDF"...

A new window will appear with a "File Upload".
Click the green box that reads "+ Add files...", and select the file from your computer that you wish to upload.
Click "Open" once the file has been selected.
Then, click "Close/Back" to return to the previous screen.

After uploading the desired PDF...

The file will appear in the place of the "Upload PDF" button in the far right column of the "Plan" section of the permit.

Go to the Permit Management application.

Go to the "Permit View" tab.

Find/click particular permit you would like to add the plan review to.

Once the permit opens...

On the right side of the permit there will be a list of menu options.
Find/click the option that reads, "Add Plan Review".

After clicking "Add Plan Review"...

A new window will appear with a table that reads, "Add Review".
Enter the necessary information into the table.
Click "Add" located in the upper right hand corner when finished.
This Plan Review will now appear in the "Plan Review" section on the actual permit, and can be edited/deleted as needed by clicking on the pencil to edit or the trash can to delete.

Code Enforcement

License Management

Steps:

Go to "License Management".

Find/click the tab that reads "Licenses" in the middle of the screen at the top of the page.

After clicking "Licenses"...
- Previously entered licenses will appear on the screen.
- Located on the right side of the screen, there is a arrow pointing towards the licenses. Click on the arrow.
- Select "Add Type" from the side menu.
After clicking "Add Type"...

Fill in the table with information regarding the license that is being added.For example, if a liquor license is being added "Liquor License" would be the license type, and it is valid for 365 days.
After the required fields have been filled, click the orange box that reads "Add".

If there are fees associated with the new license...

Your new "License Type" will appear within the list of previously added licenses on the right hand side; find your license and click "Assign Fees" which will appear in blue.

After clicking "Assign Fees"...
- A new window will appear with a table titled "Assign Fees to".
- Within this table there is a row labeled "Select Fee", click on the white drop-down box.
- In this tab there will be a list of all of the possible fees that could be assigned to this license; click on the fee that is to be associated with this particular license.
- Next, check the box in the row labeled "Specify Effective Dates" and additional boxes will appear. Fill in these boxes as necessary.

Once all of the information has been entered, click "Assign Fee" at the bottom of the page.

Go to "License Management".

Go to the "Entity View" tab.

Go to the "New Entity" sub-tab in the center of the screen towards the top of the page.

After clicking "New Entity"...

A new window will appear with a table labeled, "Create Entity".
Enter the information regarding your entity into the table and click "Create" in the top right corner of the table.

The new entity will now appear with the previously-created entities in the "Main" sub-tab.

Go to "License Management".

Go to the "Inspection Dashboard" tab at the top of the page.

Go to the "Inspection Types" sub-tab.

After the "Inspection Types" tab is opened...
- Click "Add Inspection Type" on the right side of the screen found within the additional pop out menu.

After clicking "Add Inspection Type"...
- A new window will appear with a place to enter the name of the new inspection type, as well as a description.
- Click "Add Type" when finished.
- The new inspection type will now appear on the left side of the "Inspection Types" screen, as well as in the list of possible inspections you can add to an entity.

Go to "License Management".

Go to the "Entity View" tab.

Select a entity in which you want to print by clicking anywhere on the row.

After opening the entity...

A new window will appear entitled "Entity".
On the right-hand side click on the button named "Print Entity".

After clicking on "Print Entity"...

A window will pop up with print preview.
Upon being connected to a printer and clicking "Print", the document will print accordingly.

Go to "License Management".

Go to the "Entity View" tab.

Select a entity in which you want to copy by clicking anywhere on the row.

After opening the entity...

A new window will appear entitled "Entity".
If the entity contains all the information you would like, on the right hand side of the window click the button that says "Copy Entity".

After clicking on "Copy Entity"...

A window will pop up saying "www.iworq.net says Entity Copied."
Upon clicking "OK", the copied Entity will appear on the screen with a new entity number.
Any ongoing changes needs to be saved.

Go to "License Management".

Go to the "Entity View" tab.

Click on the sub-tab labeled "Entity Templates" located in the middle of the screen.

After clicking "Entity Templates"...

A new window will appear labeled "Entity Templates".
Select the following template already created within the drop down.
Upon choosing a template....

The following options are available to use: "Create", "Edit", or "Delete"

If you click on "Create"...

A new entity will appear using the template you had selected. Giving it a new entity number.
From this point you are welcome to enter additional information and hit save. This will show up in the main "Entity View" Tab, along with other entities that have been created.

If you click on "Edit"...

The particular template that was once created will appear on the screen.
Edit any information needed.
Any changes need to be followed by clicking on the "Save" button located in the upper right hand corner of the window.

If you click on "Delete"...

Upon selecting "Delete" for a given template, without any notification the template will delete and no longer be on the list of templates.

Go to "License Management".

Go to the "Entity View" tab.

Click on the sub-tab labeled "Entity Templates" located in the middle of the screen.

After clicking "Entity Templates"...

A new window will appear with a table labeled "Create".
From this point you are welcome to enter data as you so desire.
You will then click "Create" on the upper right hand side of the window.

Upon selecting "Create"...

The page will load and a handful of buttons will appear on the Entity.
Click on the button near the right hand side of the page called "Save As Template".

After selecting on "Save As Template"...

A new window will appear entitled as "Save As Template". It will ask you to name the Template.
From this point you are welcome check the box to delete the work order this Template was created with.
Or if you would like to add the entity along with saving it as a template that is fine to. Simply disregard the box.

Click on "Save Template"...

Upon selecting "Save Template", a pop up will appear on the screen saying the following "www.iworq.net says, Template Saved."

Go to "License Management".

Go to the "Entity View" tab.

Select an entity in which you want to add a note to by clicking anywhere on the row

After opening the entity...

A new window will appear entitled "Entity".
On the right hand side there will be a button called "Notes".

After clicking on "Notes"...

A window entitled "Add Note" will appear giving you the ability to enter the following: note date, type in an actual note, and gives you the option of making the note alert (pop up immediately after the request opens) by checking the box located at the bottom of the screen.
When you are finished, you are welcome to click "Add" in the bottom right hand corner.

After clicking on "Add" the note will appear at the bottom of the request.

Go to "License Management".

Go to the "Entity View" tab.

Select a entity in which you want to upload a file to by clicking anywhere on the row.

After opening the entity...

A new window will appear labeled "Entity".
On the right hand side there will be a button called "Upload File".

After clicking on "Upload File"...

A window will pop up allowing you to enter a description of the file, select the file and click on "Add files".
If you are unable to upload a file, please refer to your account limits found in the same window. It will say either 3MB or 25MB.

Fees & Letters

Go to "License Management".

Go to the "Main" tab in the top left corner of the page.

Find/Click anywhere on the line of the entity in which you are adding a fee to.

Once the entity is pulled up...

On the right hand side of the entity find and click the button that reads "Add Fees".

After clicking "Add Fees"...

A new window will appear with a list of all of the possible fees that could be added to the entity.
Check the boxes next to the fees that you wish to add to the entity.
Click "Add" in the bottom right corner of the table when finished.
These fees will now appear in the "Fees" section on the actual Entity.

Once the fee appears on the entity...

If you need to alter the fee amount at a given time, you are welcome to edit the fee amount by typing in the available text box and hit recalculate (calculator) next to the pencil.

Steps:

Go to "License Management".

Go to the "Main" tab in the top left corner of the page.
- Find/Click anywhere on the line of the entity in which you are adding a fee to.

Once the entity information page is pulled up...
- From the right-side menu find/click the option that reads "Add Fees".

After clicking "Add Fees"...
- A new window will appear with a list of all of the possible fees that could be added to the entity.
- Check/Uncheck the fees you wish to add/remove.
- Click "Add" in the bottom right corner of the popup when finished.
- These fees will now appear in the "Fees" section of the entity.

Once the fee appears in the "Fees" section...
- You will now be able to calculate the total cost of all of fees with an outstanding balance by clicking on the calculator icon in the top right corner of the "Fees" section.

Steps:

Go to "License Management".

Go to the "Entity View" tab.
- Find/Click anywhere on the line of the entity in which you are adding a payment to.

Once the entity information page is pulled up...
- From the right-side menu find/click the option that reads "Add Payment".

After clicking "Add Payment"...
- A new window will appear with a table that reads "Add Payment".
- Fill out the information regarding the payment that is being entered, make sure the fees are selected (boxes checked).
- Click either "Submit Payment', or "Submit Payment/Print" if you would like a receipt.
- This payment will now appear in the "Payments" section on the actual entity.

Steps:

Go to "License Management".

Go to the "Main" tab in the top left corner of the page.
- Find/Click anywhere on the line of the entity in which you are creating a letter for.

Once the entity information page is pulled up...
- From the right-side menu find and click the "Add Entity/Letter" button.
After clicking "Add Entity/Letter"...

A new window will appear with a table that reads "Add Letter".
Click the drop-down to select the type of letter that you would like to add, and click "Add".

After clicking "Add"...

A window will appear with a copy of the Letter that has been created for this specific entity.
At the bottom of the window, there will be the options to "Save", "Print", or "Email" the letter.
Click whichever applies.
This letter will now appear in the "Letters" section of the entity.

Setup:

Go to "License Management".

Go to the "Entity View" tab in the top left corner...
- Click on the "Advanced Search" sub-tab.

After clicking the "Advanced Search" sub-tab...
- A window will appear with a table labeled "Entity Fields". This window will allow you to identify the particular entities that the letter is to be added/attached to; if this step is skipped the letter will be attached to all entities.
- Fill in the information that is necessary to identify the desired entities that the letter will be attached to (for example, if a Certificate of Occupancy needs to be attached to all entities that were created within the month of March 2016, the field that would be filled in would be the "Issued Date" field from March 1, 2018 to March 31, 2018. This would then select all of the entities that were created within this period of time)..
- Click "Search"...

After clicking "Search"...
- A screen will appear with all of the entities that fit the requirements entered in step 7.
- On the far right side of the screen there will be an arrow pointing to the left. Click on this arrow to open up the side menu. Click on the paper icon labeled "Multiple Letters".

After clicking "Multiple Letters"...
- A new screen will appear with a table labeled "Multiple Letter Creation" along with a list of all past letter creations, date and name of the letter.
- Click on the white drop-down box above the past creations, and choose the type of letter that will be created.
- On the bottom right hand of the window, click "Create" (depending on the number of entities that the letter is being added/attached to it may take a few minutes to load/process).
- This letter will now appear within all of the selected entites in the table labeled, "Letters".
- Click "Save" when finished.

Steps:

Go to "License Management".

Go to the "Entity View" tab in the top left corner...
- Select an entity in which you want to copy by clicking anywhere on the row.

After opening the entity...
- A new window will appear with a table labeled "Entity".
- If the entity contains all the information you would like, on the right hand side of the entity you are welcome to click the button that says "Email Entity".

After clicking on "Email Entity"...

A window will pop up entitled "Email". Within the window there will be 3 options to choose from..
"Email Selected Employees", "Email Selected Departments", or "Email Selected Entity Fields."

If you were to click on "Email Selected Employees"...
- A list of employees found within the Employee Tab appears, giving you the option of selecting the box to the left of their name.
- There is no limit as to how many boxes you choose. However it is imperative you select the boxes you wish to send the email to.
- If you have someone other than an employee in mind to email, you can always select the bottom box, and enter the email address. In the event there are multiple email addresses, separate each email with a comma.
If you were to click on "Email Selected Departments"...

A list of departments found within the subtab of the "Employee Tab" will appear. You are not required to choose any, however if you did any employee that affliated with the the given departments found on the "Employee Tab" will have be sent an email.

Regardless of what Email function you choose, there are three additional features that are available to customize the entity being emailed. All of which will appear on the email being sent.

Include Payment Link
Subject line is available to type in.
As well as below that is an option to write a message.

After you have selected who you would like to email, and entered a subject / message...

Proceed by clicking on "Email Entity" located at the bottom of the screen.

Searches & Mapping

Go to "License Management".

Go to the "Entity View" tab in the top left corner of the page.

Click on the sub-tab labeled "Open Saved Search" located in towards the left side of the screen.

After clicking "Open Saved Search"...

A new window will appear labeled "Open Saved Search".
Select a a saved search with the following options: "Open", "Edit", or "Delete".

If you click on "Open"...

A list of results from a given search, will appear on the main "Entity View" tab.

If you click on "Edit"...

The particular Saved Search will appear in the window entitled the given name of the search.
From this point you are welcome to edit the search as you so desire.
Any changes need to be followed by clicking on the "Edit Search" button located in the upper right hand corner of the window.

If you click on "Delete"...

Upon selecting "Delete" for a given search, a pop up will appear on the screen saying the following "www.iworq.net says, Saved Search Deleted."

Steps:

Go to "License Management".

Go to the "Entity View" tab in the top left corner of the page.

Click on the sub-tab labeled "Advanced Search" located in towards the left side of the screen.

After clicking "Advanced Search"...

A new window will appear with a table labeled "Advanced Search".
Fill in much or as little information as you wish to search for.

Once the information has been entered...

Click "Search" in the top right-hand corner of the table.
Or If you are planning on using this search often, click "Save" at the top right corner of the screen.
Upon doing so, the Advanced Search window will close and take you back to the Entity View tab-- displaying the results of the search.
From this point, you haven't already you are welcome to save this search simply by on the arrow pointing to the left located on the right side of the page.
Followed by clicking on the top icon located on the right side of the screen (also referred to as "Save Selected").
A new window will open asking you to name the search.

After a search is saved...

The search can be found within the "Entity View Tab", on the far right hand side of the page located in a drop down called "Select View". The name you have typed in will be at the bottom of the list.
This gives you an abillity to quickly view what the system has to offer regarding the particular criteria without having to recreate the search again.

Go to "License Engagement".
Go to the "Entity View" tab in the top left corner of the page.

Select an entity in which you want to copy by clicking anywhere on the row.

After opening the entity...

A new window will appear entitled "Entity".
On the right hand side there will be a button called "Map".

After clicking on "Map"...

A window will pop up with google maps asking you if it's okay to map the given address. You are then able to choose "Okay" or "Cancel".

If you are unable to map an entity, please call Technical Support at 888-655-1259.

Renewals, fields, etc.

Steps:

Go to "License Management".

Go to the "Entity View" tab in the top left corner of the page.

Find the Business/Entity with the expired license. (Look under either Entity# or Business Name)
- Click the pencil, located in the farthest column to the right in to edit.
After clicking on the pencil...

The specific entity will open.
Ensure that you have selected the correct Business/Entity by reviewing the information.

After reviewing the Business/Entity selected...

Locate the section entitled "Licenses".
Within this area there will be a list of the licenses for this particular Business.

Once the desired license is located...

Click the icon resembling circling arrows in the far right column of the table..
Next, a new window will appear containing a table labeled "Renew License".

Once the table "Renew License" appears...
- Click the orange box underneath the table that says "Renew License".
- This will automatically calculate the new expiration date for the renewed license according to the expiration date of the old license. (For example, if the old license expired on 12/31/19 the new license would expire 12/31/20).

If there are fees associated with the renewed license...
- Any fees previously assigned to a given license will automatically renew as well, appearing in the "Fees" table; along with information about how much is owed or what has been paid.
Once the license and fees have been renewed...
- Click the "Save" button at the very top of the page.

Steps:

Go to "License Management".

Go to the "Entity View" tab in the top left corner of the page.Go to the "Fields" tab in the top right corner of the page.

After clicking the "Fields" tab...
- A new screen will appear with a table encompassing all the fields currently created.
- If you wish to add a new field, you do so clicking on the addition sign located on the right hand side of the screen. Upon clicking the addition sign, you will notice you have 4 options to choose from -
  - Text (allows text, numbers and symbols).
  - Numeric (allows only numbers).
  - Look up (allows a list / drop down of choices).
  - Lastly, Date fields (allows only dates to be entered.
- Within each application you will have up to 20 of each fields.
Once the type of field has been selected..

Click "Add..." on the given field, located next to the addition sign.
A new window will appear allowing you to create the field name.
Upon adding a field name, you are then able to click "Add Field" located at the bottom of the window. Doing so will add this field to the list of fields that are currently created.

How do I edit an exisiting field..

If at some point you wish to edit a given field, you may click on the pencil located to the left of the field Id. This will pop up a window entitled "Edit Field" allowing you to make necessary changes.
Upon making changes it is critcal to click "Edit Field" located at the bottom of the window.
Leaving you with an updated list of fields.

If you wish to edit a value within a Look up field..

Located to the right of the Field Name, you will find a column labeled "Lookup Values" and the word Values in blue.
Depending on what Value you would like to edit / add. You will then click on the blue word "Values".
A new window entitled "Lookup Values" pops up and gives you the option of clicking on "Edit", to change the name. "Add Value" to create a new option, or selecting the red "x" to delete the value (option) entirely.
However if a value (option) has been associated with data, the system will not allow you to delete that entree without entirely skewing your past history. If you wish to delete a value, please contact Technical Support at 888-655-1259.

Steps:

Go to "License Management".

Go to the "Entity View" tab.

Within the "Main" sub-tab...
- Find/Click anywhere on the line of the Entity you wish to add a contact to.

Once the entity information page is pulled up...
- On the right-hand side of the window click on the "Add Contact" button.

After clicking "Add Contact"...
- A new window will appear with a table labeled "Add Contact".
- Fill out the information regarding the new contact.
- Click "Add" when finsihed. This contact will appear within the "Contacts" table on the entity information page.
- You have the ability to edit any contacts in the table by clicking the pencil located on far right side of the contact.

Go to "License Management".

Click on the "Employees" tab...

Click on the addition sign located on the right hand side of the page.
Click on "Add Employee".
Next, "Enter Employee Name, Email Department, Title, Phone, and select Active.
Click "Add Employee".

After clicking "Add Employee"...

The new "Employee" will appear in the table, along with any other employee previously entered.
When attaching an Employee to a entity, the new employee will now appear as an option in the assigned to field.

Steps:

Go to "License Management".

Go to the "Entity View" tab.

Within the "Main" sub-tab...
- Find/Click anywhere on the line of the entity you wish to add an inspection to.

Once the entity opens...
- On the far right side of the entity there is a list of buttons.
- Find/Click the box that reads, "Add Inspection".

After clicking "Add Inspection"...
- A new window will appear with a table labeled "Add Inspection"; enter the necessary information.
- Click "Add" when finished entering data.
- This inspection will now appear in the "Inspections" section on the entity, and can be edited/deleted as needed. Simply by clicking on either the pencil to edit and the trash icon to delete.

Steps:

Go to "License Management".

Go to the "Inspection Dashboard" tab at the top of the page.

Go to the "Inspection Types" sub-tab.

After the "Inspection Types" tab displays...

Click on the arrow, located on the far right hand side of the screen.
Click "Add Type".

After clicking "Add Type"...

A new window will appear with a place to enter the name of the new inspection type, as well as a description if desired.
Click "Add" when finished.
The new inspection type will now appear with the existing types already listed. And will be available to add while adding an inspection to an entity.

Customer Support

Community Development
Application FAQ

Permit Management

Fees/Letters

Searches/Mapping

Contractor Portal/Inspections/Etc.

Code Enforcement

License Management

Fees & Letters

Searches & Mapping

Renewals, fields, etc.

Citizen Engagement

Community Development Application FAQ

Permit Management

Fees/Letters

Searches/Mapping

Contractor Portal/Inspections/Etc.

Code Enforcement

License Management

Fees & Letters

Searches & Mapping

Renewals, fields, etc.

Citizen Engagement

Community Development
Application FAQ