Apply, update, or view conditions of approval

Use conditions of approval to define requirements to be met before an applicant receives approval for a permit or an inspection. You can apply conditions of approval to a record or record set.

Note: The information on the Conditions of approval tab is slightly different, depending on whether the record is for an inspection:

  • The Conditions of approval tab for an inspection only displays the conditions of approval applied to the inspection itself.

  • The Conditions of approval tab for a record or a record set displays the conditions of approval applied to the record or record set and those applied to any inspections associated with the record or record set.

The process of working with conditions of approval is very similar for different record types and for record set members. The only difference is the starting page.

You can apply standard conditions of approval that are predefined by your agency administrator to records or record sets.

Note: You cannot manually create a custom condition of approval and apply it to a record or record set.

To look up a standard condition of approval and apply it

  1. On the desired page, find and open the desired record or record set.

  2. Select the Conditions of approval tab.

  3. Select New.

  4. Complete the required fields and others as needed. For a description of the fields, see Conditions fields details.

  5. Select Submit.

  6. Select the desired standard condition of approval and select Select.

Note: The options available to you depend on your permissions in the system. Contact your supervisor or system administrator with any questions.

To update conditions of approval

  1. On the desired page, find and open the desired record.

  2. Select the Conditions of approval tab.

  3. Complete any of these options as needed:

    • To change the status of conditions of approval, do any of the following:

      • Select one or more pending conditions of approval and select Mark selected as met.

      • Select the Actions link next to a condition of approval and select the appropriate status.

    • To change the priority of conditions of approval, do any of the following:

      • Select one or more conditions of approval, hover over Change priority, and then select the desired priority level.

      • Select the Actions link next to the desired condition of approval, hover over Change priority, and then select the desired priority level.

    • To edit the details of a condition of approval, open it as instructed in View a condition of approval and edit the fields as needed. For a description of the fields, see Conditions fields details. When you are finished, select Save.

If you update a condition of approval by mistake, you can restore the condition of approval to its original state. The creation of the condition of approval and other actions are cleared from the status history.

To restore conditions of approval

  1. Find and open the desired record.

  2. Select the Conditions of approval tab.

  3. Select one or more conditions of approval to restore and select Reset.

You can view the details and status history of a condition of approval from the Conditions of approval tab.

To view a condition of approval

  1. Find and open the desired record.

  2. Select the Conditions of approval tab.

  3. Find the condition of approval by doing one of the following:

    • Select the desired link from the Sort by options.

    • Enter a keyword in the Type to find field.

  4. Do any of the following:

    • To view the details of a condition of approval, select the Actions link next to the condition of approval and then select Open. For a description of the fields, see Conditions fields details.

    • To view the status history of the condition of approval, select the Status's date link.

Note: You cannot delete a condition of approval from the Condition notice bar.

To delete a condition of approval

  1. Find and open the desired record.

  2. Select the Conditions of approval tab.

  3. Find the condition of approval by doing one of the following:

    • Select the desired link from the Sort by options.

    • Enter a keyword in the Type to find field.

  4. Do either of the following:

    • Select one or more conditions of approval and select Delete.

    • Select the Actions link for the condition of approval and then select Remove.

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