Using the Permits Worklist

The permits worklist provides a central location for performing permit-related activities. Separate tabs list incoming unassigned tasks, plan reviews, faulted transactions, alerted tasks, billing accounts and tasks that are assigned to the current user.

Select Worklist on the Permitting and Licensing home page. On the Worklist page, select Permits from the offerings drop-down list.

The tabs and records that appear depend on your roles, permissions, and page layout. Each tab contains a grid with records for that type of work. Depending on the selected tab and your permissions, you can search, filter, sort columns, download grid data, personalize the grid, and perform row-level actions from the Actions menu. Users with access to page layout personalization can click Edit Page Layout to update the page layout and Reset to Default to restore the delivered layout.

The permits worklist can include the following tabs:

Tab	Displays	Available Actions	Additional Information
Incoming Tasks	Active workflow tasks assigned to a work group but not yet claimed by an individual user.	Claim, Reassign, Withdraw, View Details	Task Name, Application ID, and View Details links open the permit details page and workflow information.
My Tasks	Workflow tasks currently assigned to the logged-in user.	Update Result, Release, Reassign, Withdraw, View Details	Tasks can be filtered by Assigned Today and Assigned Earlier.
Plan Reviews	Planning applications with plan review work available to you.	View Calendar, and application-level navigation from the Application ID link.	This tab appears for users with plan reviewer access. The list is sorted by due date in ascending order, with overdue reviews at the top and blank due dates at the bottom. Use the filter chip to show either overdue reviews or reviews due today.
Faulted Transactions	Workflow transactions that encountered processing errors.	Retry, View Details	Retrying a transaction resumes workflow processing and removes the transaction from the faulted list when successful.
Alerted Tasks	Workflow tasks that require attention based on configured alert criteria.	View Details	Tasks appear in the Alerted tab only when assigned staff are no longer with the agency.
Billing Account	Billing accounts associated with permit applications and related transactions	View Details	Displays billing account information, including account identifiers, associated permit applications, account status, balances, and related billing activity. Availability depends on user security permissions and enabled offerings.

Claiming a Task

Use this task to assign an available workflow task to yourself.

To claim a task:

Open the Permit Worklist.
Select the Incoming Tasks tab.
Locate the task you want to work on.
Open the Actions menu for the task.
Select Claim.

The task is assigned to you and moves to the My Tasks tab.

Reassigning a Task

Use this task to transfer responsibility for a workflow task to another user.

To reassign a task:

Open the Permit Worklist.
Locate the task in either the Incoming Tasks, My Tasks, or All Tasks tab.
Open the Actions menu.
Select Reassign.
Select the user to whom the task should be assigned.
Click Assign.

The task is removed from your task list and assigned to the selected user.

Releasing a Task

Use this task to return a claimed task to the work group.

To release a task:

Open the My Tasks tab.
Locate the assigned task.
Open the Actions menu.
Select Release.

The task is removed from your assigned tasks and returned to the work group's available task pool.

Withdrawing a Task

Use this task when a workflow task should no longer be processed.

To withdraw a task:

Open the appropriate worklist tab.
Locate the task.
Open the Actions menu.
Select Withdraw.
Confirm the action.

The task is removed from active workflow processing.

Viewing Permit Details

Use this task to review permit information associated with a workflow task.

To view permit details:

Open any worklist tab.
Select one of the following:
- Task Name
- Application ID
- View Details

The permit record opens and displays workflow information for the selected task.

Viewing Application Conditions

Use this task to review conditions applied to a permit.

To view permit conditions:

Locate a permit with a condition indicator.
Select the condition icon.

The system Condition summary drawer displays all conditions associated with the permit, including:

Condition name
Severity
Description
Date applied