Permit Management

Quick Start Guide

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Welcome to Permit Management

iWorQ is designed so you can customize the software to meet your permit management needs. This guide was created to help you start performing common tasks in the Permit Management system through step-by-step explanations and screen shots.

For additional help or questions, please call technical support at 888.655.1259.

Technical support and training are always free!

Table of Contents

Creating a Permit.....................................................................................................................................................................................2 Creating a new permit Modifying an existing permit Permit interface

Data Fields...................................................................................................................................................................................................5 Customizingfields Adding data: Inspections, contractors, employees, property & fees

Adding Permit Letters.......................................................................................................................................................................12 Advanced Searches............................................................................................................................................................................13 Creating Reports...................................................................................................................................................................................14 Using the Map.........................................................................................................................................................................................15 Changing the background layer Viewing a saved search Createapermitinthefield

Customizing Preferences...............................................................................................................................................................18 Dashboard Overview..........................................................................................................................................................................19

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Creating a New Permit

Opening a New Permit

1 - In the dashboard click on ‘Create Permit’

2 - Fill out the permit information. This can be changed later if necessary.

3 - Click the create button at the top-right of the screen.

To add additional fields or items to the drop down

menus, see page 5

Modifying and Existing Permit

Opening a New Permit

1 - Click anywhere in the row of the permit you want to view, or click on the pencil icon of whichever permit you want to modify.

If the permit you are looking for is not displayed, see the section on

searching for permits and data on page 13.

2 - The permit information window will display the permit and all the information attached to it. You can update any of the fields.Whenyouarefinishedclick the save button in the top-right of the window.

See the screen shot on page 4 for an explanation of all the buttons on the permit interface.

Modifying Permit Data

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The Permit Interface

Your pop-up blocker must allow pop-ups from iWorQ or many

of these buttons won’t work.

Creates a copy of the permit, assigns it a new number, and immediately displays the new permit.

Takes the entered information and saves it for use as a template. It can be accessed from the dashboard.

Emails the permit to employees or contractors.

Prints any recorded data on the permit.

Opens a window to add a permit letter.

Adds detailed notes to the permit.

Saves your changes. It must be clicked or no changes will be made.

Searches for contractors to add to the permit.

Searches for a property to add.

Opens a window to schedule an inspection.

Opens a window to add a plan review.

Opens a window to add a valuation.

Opens a window to record payments by cash or check.

Opens a window to process a credit card payment.

Allows you to attach a PDF, jpeg, word, excel, andotherfilestothepermit. The maximum filesizeis25MB.

Opens up the map.

Opensthequickfindmenu for the permit.

Opens a window to select fees to add.

Customizing Data Fields

Adding Fields

1 - Click on the Fields tab. 2 - On the right-hand side of the screen, there are 4optionstoaddanewfield.Clickonthebuttonthatcorrespondswiththefieldyouwouldliketoadd.

Numeric FieldAccepts numbers & decimals

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Text FieldAccepts text, symbols &

numbers

Date FieldAccepts numbers formatted

as dates

Lookup FieldCreates a drop down box

Adding Values to a Lookup FieldThe drop down will appear blank until values have been

added.

1 - Click the values button and a new window will open.

2 - Click add value, type a value then click add.

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Deleting Fields

1 -ClickontheredXontheright-handsideofthepage.ThenclickYestoconfirm.

Reordering Fields

1 -Toreorderthefieldposition,clickanddragthefieldthatyouwouldliketomove.Letgoofthefieldwhenitisinthespotyouwouldlikeitin.

Adding Data

Inspection DashboardWith this tab you can manage inspection types and inspection statuses that are used when scheduling an inspection.

2 - Using the side menu, click add type.

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1 - Click inspection types in the sub menu.

1 - Click inspection status in the sub menu.

2 - In the window that appears, type a new status name and click add new.

Inspectors are considered employees and are added

to the database through the employees tab. See page 9

for handling employees.

Adding an Inspection Type

3 - Name the type, write a short description and then click add.

Adding an Inspection Status

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Contractors

1 - Click contractor type in the sub menu.

2 - Type a name for the new contractor type and click add new.

Adding a Contractor Type

1 - Click on add contractor from the side menu.

2 - Fill in the new contractor information then click add.

3 - Open the contractor from the dashboard to add licenses or employees to the newly created contractor.

Adding a Contractor

Employees

1 - Click on the add employee button from the side menu.

2 - Fill in the employee information and click add employee.

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Adding an Employee

Adding a Department

An employee must have an email entered to appear in a check list when

you use the email permit option.

1 - Click on the department button from the sub menu.

2 - Click on add department, enter a name and decide if it should be added to this application only or all applications. Click add.

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Property

1 - Click on the add property button from the side menu.

2 - Fill in the property details and click add.

Adding Property

1 - Click on zoning in the sub menu.

2 - Enter a name and click add new.

Adding Zoning

We can upload your property information into your

application. Call Technical Support at 888.655.1259.

1 - Click on the add fee button from the side menu.

2 - Enter the fee name, description and calculation then click add.

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Fees

An Explanation of Fee Formulas

If you are interested in having iWorQ upload your fee

schedule call 888.655.1259.

Adding a Fee

Fees can use your data as part of the calculation. In order for the data to function properly in the formula, the data must contain two guidelines:

1- Permit data must be enclosed in brackets. 2- Permit data must be named exactly as it appears on the permit. The formulas are case sensitive.

For example, suppose I need to create a fee of $2 for every square foot of a property. Iknowthatthepermitfieldforsquarefeetisnamed“SqFeet”.Myformulawouldlooklike:

2*[Sq Feet]

If you need assistance, please call Technical Support at 888.655.1259.

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1 - Open up a permit window and click on add letter.

Adding a Letter to a Permit

Adding a Permit Letter

2 - Choose a letter from the drop down menu and click add.

3 - The letter will pop up in another window, scroll to the bottom to save, email or print the letter.

Please contact iWorQ at 888.655.1259 for any

questions or to add new letters to your applications.

1 - Click on advanced search in the sub menu.

2 - You can search by any of yourfields.Clickthesearchbuttonwhenyou’refinishedentering your search parameters.

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If you have questions about saved searches, contact iWorQ

for assistance: 888.655.1259.

Using the Advanced Search

3 - If you plan on running a search multiple times, you can save the search parameters by clicking save search at the top of the window.

Saved searches will allow you to run reports on certain work orders. For example, if you want to run a report on only the ‘open’ permits, you can create a saved search and use it when creating a report. For more information on reports, see the next page.

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1 - Click on the reports tab in the menu.

BuildingaReport

2 - Choose from the options which report you would like to run. Click the build button that corresponds with the correct report.

3 -Pickthefromthefieldswhichdatayouwouldlikedisplayedinyourreport.Youcancontroltheorderofthefieldsbyclickingtheupordownarrows.Whenyou’refinished,click the run button.

Please contact iWorQ at 888.655.1259 for anyquestions on running

reports.

Creating Reports

4 - Choose the date range for the report. You have the option to use a saved search to further narrow your results. When you’ve selected the criteria, click run to view or print the report, cancel to go back, or export as .csv to download the data in a spreadsheet.

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Using the Map

Map Dashboard

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ChangingtheBackgroundView

1 - Saved search data in the map can be displayed by selecting a search from the drop-down menu at the top of the window. The results of the search will be highlighted in your chosen color.

Viewing Saved Searches

1 - To adjust what layer is displayed behind your parcel and permit information, click on the layers button at the top right side of the window. Select an option from the list to change your view.

2 - To learn more about a property, click on the identify button and then on a highlighted shape.

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Creating a Permit in the Field

1 - To issue a new permit while you’re on-site, use the current locationoptiontofindyourlocation on the map.

2 - Click on the select option and place your cursor in the top corner of a property and drag a box within the parcel boundaries to select the location.

3 - Click on property info link to open the property information.

4 - In the new window that pops up, create a permit by clicking on the permit management button on the right-hand side.

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Dashboard Preferences

2 - From within the preferences window you can select which fieldsyouwanttodisplayonyourdashboard,howmanylinesof data you would like to see on one page (using page size) and what size the information is displayed at (using view size).

1 - Customize the size or display of your permit application by selecting the preferences button from the side menu.

Dashboard Overview

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