Viewing the Permit Summary

You view a permit summary on the Overview page, where you get a snapshot of information regarding a permit with links to more detail.

When you access the details for a permit, you see a summary of the permit activity.

The header of the summary page displays the address of the primary parcel and its physical location on a map. This information is updated to show the latest activity. For example, when the primary parcel address detail is modified on the Property Information page, the same is automatically updated in the header and in the permit Overview page.

Only agency staff can update the date the application was received or withdraw an in-progress application on the Overview page. Both agency staff and the applicant can add a description of the application.

Tip: As agency staff, you can access this page on a phone as well as on a laptop or desktop computer. The layout and some functionality change based on the device you are using. For more information about using the overview page on a phone in the Oracle Inspector mobile application, see Viewing the Mobile Permit Summary.

Using the Overview Page

1. Navigate to Permits > Permits or click the Permits tile on the Agency Springboard.

2. On the Transactions page, click the row for a selected permit to open the Overview page.

3. On the Overview page, review details or enter information in the Overview section:

   Page Element	Description
   Status	Review the application status.
   Completed Date	Review the date the application was completed.
   Description	Enter a description of the application by clicking the Add link in the Description field. The agency staff or applicant can add a description.
   Submitted By	Review the name of the person who submitted the application and the date when it was submitted.
   Received Date	Review the date when the permit application was received. Agency staff enters the date, which is on or before the submission date, when filling out the intake form on behalf of the applicant. Agency staff can update the received date here on the Overview page. For applicants submitting their application online, the received date field isn’t available in the intake form or on the Overview page.
   Expiration Date and Extend	Review the expiration date of the application. If the Extend link is available next to the Expiration Date field, agency staff can enter a new expiration date that allows more time before the application or permit expires. You must have appropriate permissions associated with your role to manually extend a permit. Expiration notifications appear below the expiration date. Depending on how the agency set up the expiration rules for the permit type, you’ll see a notification that the application expires in the displayed number of days. For more information about working with application expiration, see Expiration Overview and Working with Application Expiration.
   Withdraw Application	Click the Withdraw Application button to change the application to a withdrawn status. When you withdraw an application, any scheduled inspections or plan reviews are canceled. For more information about withdrawing an application, see Withdrawing an Application.
   Print Permit	Click to view the printable building permit. This button appears only after the permit is issued. Note: This option is available for public users by default. You turn off the Allow Public User to View switch on the Permit Type page to make this option unavailable for public users. Also make sure your browser allows pop-up windows if you can't view the permit.See Setting Up Permit Types.

4. Review information about the selected permit in the sections and navigate to more details:

   Page Element	Description
   Contacts	View the details of the primary contact and the name of the applicant. Click the View Details link to open the Contacts page, where you can add additional contacts.
   Workflow	View a list of active and recently completed tasks, including the task status, assignment, last updated date, and number of days in the current status. Click the View Details link to open the Workflow page.
   Inspections	View the number of scheduled, upcoming, and completed inspections, as well as the number of inspections that have passed and failed. Click the View Details link to open the Inspection List page.
   Fees and Payments	View the total fees paid, amount due, and the date and amount of the last payment. Click the View Details link to open the Fees and Payments page.
   Projects	View the projects to which this permit belongs. Click the View Details link to open the Projects page, where you can see the list of projects in more detail. Click the Project ID link to find out more about the project, which may contain other permits. The Projects section is available only when the permit is associated with a project.
   Conditions of Approval	Review all the conditions of approval applied to the permit at various stages of the project, which are determined by the compliance period set up. If no conditions of approval are applied to the permit, a Apply Conditions of Approval link is available to apply new conditions. Click a dial to open the Conditions of Approval page, where you can see the list of conditions applied for the specific compliance period. You can use the Resolve switch to resolve the condition. See Working with Permit Conditions of Approval.

   Note: If you’re using a phone, you can review a summary and access details for fees and payments, and projects, from the Overview page. For complete details, access permit applications using a laptop or desktop computer.