Permits Business Process

Permits BP - Purpose

Permits process is used to document and track property such as Permit Type, Issue Date, Permit expiration date, and so forth.

Permits BP - Level

Project/Shell

Permits BP - Type

Simple

Permits BP - Workflow

Permits BP is a non-workflow BP.

Record Statuses

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can create and edit this BP.

Permits BP - Template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Buildings.
  3. Open the MASTER OFFICE BUILDING TEMPLATE.
  4. In the left Navigator, select Setup, select Business Process, and then select Permits.

Permits BP - Create

To create a Permits BP:

  1. Go to the shell tab (for example: Building or Campus) where you want to create the record and switch to User mode.
  2. In the left Navigator, select Real Estate Data Management, and then select Permits.
  3. In the BP log, click Create.
  4. Complete the form. The required fields are in red and marked with an asterisk.
  5. Select Finish Editing.

Last Published Tuesday, June 17, 2025