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How to Create a New Permit

You can create new building permits with the status ‘Issued’ in the Permits & Construction module. To learn more about all permit statuses, see Overview of Permit Statuses. Once a permit is entered on the web, it can be downloaded to your mobile device for inspections. To create a Permit from the ‘Application’ stage instead, see our tutorial How To Create a New Permit Application.

1. Log into CityReporter on the web using your city code, username and password, then select the Permits & Construction button on the left.

2. Click Permit Management at the top of the screen.

3. On the Permits screen, click the Create Permit button at the top right.

4. Navigate through the tabs of the Permit Editor window to enter relevant information about the permit. Full details on each tab are included below.

 

The Permit Editor Explained

Things to know before you begin:

  • Required fields are outlined in red.
  • You cannot save partially completed Permit information.
  • Only when required fields are completed can you click Next to move to the next tab.

Details Tab

1.Enter permit information in the required fields and any optional fields:

  • Ref # (required) – the permit number
  • Expiry Date (required) – click the calendar icon to change the date if needed
  • Address (required) – of the property
  • City – defaults to your local city
  • Optional fields include:
    • Multiple Units – when checked, this enables another tab for inputting multiple units, e.g. for duplexes
    • Project/Work Description  visible on the mobile app
    • Estimated Project Value ($)  used for calculating fees on the Fees tab
  • Status – automatically set as Issued when created from the Permits screen

2. Select Next to move to the Assessment Info tab. In all tabs, the button will remain disabled until all required information is entered.

Assessment Info Tab

1. The Assessment Info tab has several optional fields that can be filled out if desired.

2. Click Previous to return to the Details tab or Next to move on to either the Type tab or the Unit Numbers tab. The Unit Numbers tab displays only if the Multiple Units option was enabled on the Details tab.

Unit Numbers Tab

Disregard this step if you have not enabled the Multiple Units option in the Details tab.

1. A row for the Main Building is created automatically. Select Add to create additional rows representing individual units.

2. Create as many units as needed. Edit the Unit Number and optional Description fields for each unit, e.g. Unit A – North side of building

3. Use the Arrows to reorder the list of units.

4. Select Previous to go back to the Assessment Info tab or Next to move on to the Type tab.

Type Tab

1. Choose from the two options in the Building Type dropdown:

  • Standard buildings: Includes single family dwellings, duplexes, and some small commercial buildings (regulated under Part 9 of the National Building Code of Canada)
  • Complex buildings: Larger or more complex buildings such as hospitals, schools, and high-rise condos (regulated under Part 3 of the National Building Code of Canada)

2. Select a Permit Type from the drop-down if available. Permit Types, such as Building or Plumbing, can be used to identify what kind of permit it is. They can be created under Permit Type Management in the Setup section of the software.

3. Select the Required Inspections for this permit:

  • Select an Inspection Type from the drop-down (if available) to enable a group of related inspection checklists, such as Garage or Deck. Inspection Types can be created under Permit Inspection Type Management in the Setup section of the software.
  • Or, choose which inspections are required by checking individual boxes next to the appropriate checklists.

4. Click Previous to return to the previous tab or Next to move on to the Owner tab.

Owner Tab

Tip: You can prefill the owner address from the Details tab by selecting Same as Property. This is helpful when issuing a permit for a home the owner is living in.

1. Enter the following information:

  • Owner Type – can be the property owner or the permit applicant
  • Owner Name (required)
  • Address (required) – click Same as Property if the same
  • City
  • Province/State
  • Phone Number (required)
  • Fax
  • Cell
  • Email – if the owner’s email address is entered and the “Send email when filing” box is checked, an inspection report will automatically be emailed to that address when the inspection is filed from a mobile device.

2. Add additional owners or applicants in this tab by selecting the Plus button at the bottom left of the editor. You can also delete owners/applicants by selecting the Trashcan button.

3. Click Previous to return to the Type tab or Next to move on to the Stats tab.

Stats Tab

1.Enter the following optional information for Statistics Canada reporting:

  • Building Code – for Statistics Canada reporting
  • Work code – for Statistics Canada reporting
  • Construction Value – automatically filled in from the Estimated Project Value field on the Details tab, but can be edited here. Do not enter a dollar sign ($) or separators (, or .) in this field.
  • Dwelling Units Created – the total number of new dwelling units including secondary suites
  • Secondary Suites – the number of secondary suite units only
  • Dwelling Units Lost
  • Total Building Area in square meters

2. Click Previous to return to the Owner tab or Next to move to the Contacts tab.

Contacts Tab

This is an optional step where you can enter any contacts associated with the permit, for example the contractor working on the project. Refer to our tutorial on How To Set Up Contractors and Registered Professionals to make them available on the Contacts tab.

1. Select a Contractor or Registered Professional from the drop-down list at the top of this tab and click Add. The Contacts available in this list are set up under the Contacts screen.

2. Check the box under Send email when filing to send inspection reports to a Contact’s email address when the inspection is filed from a mobile device. Note: a valid email address must be entered through the Contacts screen.

3. Check the box under Primary to mark one of the Contacts as the Primary.

4. Remove a Contact from the Permit by clicking the Remove button for that row.

5. Click Previous to return to the Stats tab or click Next to move to the Fees tab.

Fees Tab

You may use the Fees tab to track the fees and payments associated with the Permit. This feature is optional, and you may skip this tab if fees are tracked in a different way.

1. Select a Fee item from the drop-down list at the top of this tab. The items available in the list are set up under the Fee Setup screen in the Setup section of the software (see How To Set Up Building Permit Fees).

2. Click Add. The Fee will appear in the table.

  • Construction Value fees are automatically calculated based on the amount entered in the “Estimated Project Value” field on the Details tab.
  • Per Unit fees are calculated based on the “# of Units” entered in that column (defaults to 1).
  • Any Fee, Payment, Discount, or Refund Amount can be edited by changing the number in the “Amount” column.
  • Descriptions may also be edited.
  • After each change to a line item Amount, the Total at the bottom is updated.

3. Click Previous to return to the Contacts tab or click Next to move to the Status tab.

Status Tab

The final tab contains any Errors or Warnings that may affect your ability to save the Permit.

  1. A Warning reminds you to save the Permit in order to print it.
  2. If no Errors are preventing you from saving the new Permit, select the Save button to complete the process.

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