Permits & Plan Review
Operational permits (open burning, fireworks, hot work, tents, hazmat storage, special events …) and construction plan review, tracked per occupancy with applicant details, state transitions, conditions, fees and expiry.
Feature flag: Records.Prevention.Permits (requires occupancies). Menu: Records → Permits.
Permit types
Permits → Permit types defines what you issue: name, code, validity (days) used to compute the expiry from the issue date, whether it requires plan review, a conditions template pre-filled on new permits and a fee (reference only — invoicing is recorded, not collected, here).
Issuing a permit
New permit (from the list or from an occupancy):
| Field | Notes |
|---|---|
| Permit type / Occupancy | What and where. |
| Applicant, e-mail, phone, contact | Who applied; can link a Contact. |
| Conditions | Starts from the type's template. |
| Expires on | Leave blank to use the type's validity from the issue date. |
Submit application moves it to Applied. From the details page an officer changes state — Under review → Issued (or Denied with a decision reason), later Expired or Revoked — and can record a fee (amount, paid on, invoice reference) and, for types that require it, record plan review cycles (cycle number, outcome, reviewer notes, reviewed on).
The list filters by state, type and expiring soon; analytics reports issued / denied / expired / revoked counts and average days from applied to issued.
Setup examples
| Department | Permit types |
|---|---|
| Fire marshal | Open burn (30 days), Fireworks display (1 day, requires plan review), Tent / membrane structure (30 days), Hot work (7 days), Hazmat storage (365 days). |
| Small volunteer department | Burn permit only; Quick issue; expiry 3 days. |
| Industrial / facilities | Hot-work permit (1 day) and Confined-space entry (1 day) used as an internal permit-to-work log. |
Technical reference
| Item | Value |
|---|---|
| Routes | /User/RecordPermits/{Index,Details,Edit,Types} |
| Model | RmsPermitType, RmsPermit, RmsPermitPlanReview, RmsPermitFee |
| Flag / permission | Records.Prevention.Permits; RecordsPreventionAdmin for types and state changes |