Working with Linked Permits

Use the Linked Permits page to view all the permits that are linked to your permit application. If the intake form for the application collected the primary permit or subapplications, then the Linked Permits page initially lists those multiple applications provided during the intake process.

The permit detail displays the Linked Permits page only if the source permit is the primary permit or it is a subapplication that is linked to a primary permit. Applicants and agency staff use this page to manage the application links.

Viewing Linked Permits

View the list of permit applications linked to the current permit application.

Access the detail page for the permit you are working with.
Click the Linked Permits link in the left panel to view the Linked Permits page.

Review the details of the linked applications:

Page Element	Description
Apply for Subapplication	Click the button to open a drawer from where you can create a new subapplication for the primary permit application. For details, see the section on 'Applying for Subapplications'.
Link Subapplication	Click the button to open a drawer from where you can select applications to be linked to your primary application. For details, see the section on 'Linking Subapplications to Primary Permit'.
Relationship Type	Indicates the relationship between the linked applications.
	Indicates that the record is the current application.
Application	View the unique identifier for the linked permit application. Note: The primary permit record always appears at the top of the list, followed by the permit subapplications that are linked to the primary permit.
Application Type	View the type of the linked application.
Status	View the status of the linked application.
Condition	View the condition applied to the linked application. Click the condition link to open a Condition summary drawer, to view the details.
Fees	Displays if there is balance due for the linked application. Click the link to open a drawer from where you can view the fee details for the application.
Property	View the property address of the linked application.
Description	View the description of the linked application.
Created	View the name of the person who created the linked application.
Submitted	View the date on which the application was submitted.
Issue Date	View the date when the agency issued the permit.
Expiration	View the expiration date of the linked application.
Actions	Click the Pay icon to open the Pay fees drawer, review the details, and click Proceed to Pay to access the Checkout page.
	Click the Remove Application Link icon to remove the link from the permit application. This action will remove the record from the list. Note: If your current application is a subapplication and if you remove the link to its primary application, then the current application will no longer be a subapplication.

Applying for Subapplications

Applicants and agency staff can create new subapplications from the primary permit application that they are working with. Click the Apply for Subapplication action from any of the following locations:

Permit Applications list page: Click the Actions menu on your primary permit record and click the Apply for Subapplication option.
Header of the permit application detail pages: Click the Actions menu and click the Apply for Subapplication option.
Linked Permits page in the primary permit details: Click the Apply for Subapplication button.

Note:

The Apply for Subapplication action is available only for primary permits and for permits that are neither primary nor subapplication. After such a standalone permit is marked as a subapplication to a primary permit, this action is not available.

Here's how to apply for a subapplication:

On the Apply for subapplication drawer, review the details in the Copy From section and enter values:

Page Element	Description
Copy From	Review the details of the source primary permit.
	Enter the number of subapplications you want to create or use the increment and decrement buttons to set a desired value. You can create up to 5 subapplications at a time.

Review the details in the New Subapplications section and enter details for each copy of the subapplication:

Page Element	Description
Applicant	Select the applicant using the lookup prompt. Note: For registered users, the applicant detail will be copied over from the source application and can't be changed.
Application Type	Search and select the application type using the lookup prompt.
Description	Enter any detail to update the description for new application.
Copying	Select the details you want to copy from the source primary permit application: Application Details Contacts Contractor Property

Click Save. The modal window closes and the Transactions page refreshes to list the newly added subapplications in Pending status. The new subapplications are automatically linked to the source primary permit. You can click on the record to open the application, make changes, review, and submit.

Note: If you are creating only one subapplication, then the application intake form opens for you to make updates, review, and submit it.

Linking Subapplications to Primary Permit

You can link existing permit subapplications to your primary permit application using the Link Permits page.

Access the Link Permits page from any of these locations:

Linked Permits page: Click the Link Subapplication button.
Primary permit's Overview page: Click the Update Relationship button and click Link Subapplication.
Permit Applications list page: Click the View Subapplications link in the primary permit record and click Link Subapplication.

Here's how to link permits:

The Link subapplications page lists only the non-primary permit applications that are associated with the property selected in the intake form. The header displays the current permit application ID, property, and the Primary badge. To view eligible permits from all the available properties, mark the All properties checkbox. Enable the All statuses checkbox to view all permits other than in statuses—canceled, withdrawn, or denied. You can click the application link to open the application detail in a new tab of your browser.
Select one or more applications using the checkboxes and click Save.

Use the Search field to find a specific primary permit application. Click the Columns icon to personalize the grid to suit your own preference.

See Linking Primary and Subapplications.