Permit Management
Basics, Tips, and Preferences
Contents: Overview of the Basics
Permit View Dashboard
Create New Permits
To create a permit from scratch. Click on “Create Permit” and fill out the relevant fields. Once you click “Create” the permit will be entered into iWorQ and a permit # will be generated.
1. Click the Create Permit button in the sub-menu.
2. Fill out the permit information. This can be change later if necessary.
3. Click the Create button.
Once the Permit has been made a new window will open. From this window a variety of tasks can be performed. If you make any changes to the permit, be sure to press “Save” in the top right corner.
The Permit Information Window
Advanced Search
The Advanced Search allows you to search for permits by any fields in the application.
Search
To run an Advanced Search:
- Click the Advanced Search button in the sub-menu.
- Enter the desired search parameters and click Search.
- Searches can be saved for later ease of access. To save a search, click the Save Search button before clicking Search.
Save Search
If this is a search that you will be repeating you can select “Saved Search” to save time. (This saved search can then be found in “select view” or “open saved search.”)
- Click the Advanced Search button in the sub-menu.
- Complete the fields that are necessary for the search.
- Press “Saved Search”
- Name the search.
- Save the search.
View Saved Searches
Access, edit or delete searches that you have previously saved.
Open Save Search
1. To view a saved search, click on the Open Saved Search button in the sub-menu.
2. Select the desired saved search from the drop-down menu.
3. Click Open to view the saved search, or click Edit to change the parameters of the search.
Select View
Alternatively, you can also filter permits from the main dashboard by using the “Select View” drop down menu to use the default searches and saved searches.
Side Menu Bar Overview
The side menu allows you to:
- Save selected permits,
- Edit selected permits,
- Create multiple letters, multiple fees, multiple inspections,
- Customize dashboard preferences
- View settings,
- Print Information.
Save Selected:
1. Check the boxes to the left of the permits that you are wanting to group together in a saved search.
2. Select “Save Selected” from the side bar menu.
3. A popup window will open where you can name the saved search and then press “Save Selected"
Edit Selected
Edit Selected allows you to edit multiple permits.
1. Check all the boxes to the left of the permits that you need to edit.
2. Select Edit Selected from the Side menu.
3. A popup screen will open where you can select with just the selected permits or all the permits on the page. Then press NEXT.
4. Then a new popup window will open where you can select what needs to be edited. Then press NEXT.
5. Another popup window will open where you can select what field you selected to be changed to from the drop-down menu.
Then press Edit Selected.
6. Then an alert will pop that you must read, and press continue to complete this request.
Multiple Letters, Inspections, and Fees
Multiple Letters: allows you to link one letter to multiple permits at once.
Multiple Inspection: allows you to link one inspection type to multiple permits at once.
Multiple Fees: allows you to link one fee to multiple permits at once.
Preferences and Settings
Preferences
To customize the display of your software application,
select the Preferences button within the side menu.
This is where you can set preferences on:
- Fields and the order they are displayed on the dashboard,
- Number of lines shown on one page (Page Size).
- Size information is displayed on the main dashboard (View Size),
- Size of detail sections on the edit screen popup window (Table Size),
- Default Size of the popup window. (Edit Screen Size)
- Condense popup window items (Edit Screen View)
- Color scheme
- Default saved search.
Choose Displayed Fields
In the Preferences window, select which fields to display in the Dashboard View table.
(Note: This does not remove a field from the application. Fields can still be viewed in the Information window if unchecked in the Preferences window).
Re-order fields displayed on dashboard
Select the gear icon in the bottom right side from the preference window.
From here you can click and hold on field items to drag them to the order you wish to see them displayed in the main dashboard.
Screen Display Settings
In the Preference window scroll down to the bottom to change the look and feel of your dashboard
Page Size
Changes how many items are displayed on each page.
View Size
Adjusts the size of the text and the cells on the primary interface.
Table Size
Adjusts the size of the table text within the pop-up window.
Edit Screen Size
Adjusts the default size that the popup window opens as.
Color Scheme Examples
Permit Management Tutorials