Managing Associated PERMITS Plus APDs

If your agency uses the PERMITS Plus permitting system, you can associate PERMITS Plus APDs to Civic Platform records. Civic Platform lists the associated APDs as child records in the licenses list.

Topics

Associating a PERMITS Plus APD to a Record

If your agency uses the PERMITS Plus permitting system and is transitioning to Vantage360, you can maintain your PERMITS Plus APD records even as you begin to create new records in Civic Platform. As your agency makes the transition from PERMITS Plus APDs to Civic Platform Records, you can associate existing APDs to newer records and work with them simultaneously.

To associate a PERMITS Plus APD to a Record

  1. Use Search to locate the existing records with the data you want to copy.

    Civic Platform displays the record detail portlet.

  2. Click the Related Records tab.

    Civic Platform displays the Related Record Records record detail portlet.

  3. Click Look Up.

    Civic Platform displays a license Search portlet.

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

    Complete other fields as needed. For a list of fields definitions, see Application Record Fields.

  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 the APD record as the parent of the current record, or click Select as Child to set the APD record as the child of the current record.

    Civic Platform associates the APD record to the Record.

Viewing a Related PERMITS Plus APD

  1. Use Search to locate the record with the data you want to copy.

    Civic Platform displays the detail portlet.

  2. Click the Related Records tab.

    Civic Platform displays the APDs and Records related to the license. The symbol [P+] identifies APDs.

Removing a Related PERMITS Plus APD

  1. Use Search to locate the record with the data you want to copy.

    Civic Platform displays the detail portlet.

  2. Click the Related Records tab.

    Civic Platform displays the APDs and Records related to the license. The symbol [P+] identifies APDs.

  3. Select the PERMITS Plus APD you want to remove.

  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 Licenses portlet. Clicking an APD hyperlink launches PERMITS Plus and opens 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 the search portlet.

  3. Locate the Data Source field drop-down menu and choose P+ - Permit Plus.

    Enter other search criteria as needed.

  4. Click Submit.

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

  5. Click the link for the record you want to view.

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