CDR

CDR includes access groups for each CDR module and for functionality that is shared by all seven modules, such as plan copies and bonds. For brevity, this document refers to application types, license types, and case types collectively as application types.

The structure for each module mostly mimics the menu, with access groups for Inspection, Review, Setup, and so on. These access groups turn on and off the forms that can be accessed from that menu.

Each module includes a “Types” node (Application Types, License Types, or Case Types depending on the module) that includes an access group for every application type that an agency has created in that module. For example, if an agency were to create a Pool application type in Building Permits, then the Application Types node under Building Permits would have a Pool access group. These application-type-specific controls determine whether someone can perform particular actions against the application type, such as creating inspections, adding fees, or recording review results.

Each module also includes an access group for Status Codes. This group has a tree structure similar to the one in the “Type” access group. Whereas the “Type” tree grants the ability to perform actions on a particular application type, the Status Code tree grants access to perform a particular action based on an application’s status (regardless of its type), such as Open, Stop Work, or Inactive.

For a user to perform a given action, therefore, they must have these permissions:

Permission to use the form
Permission to perform the action on the application type
Permission to perform the action given the application’s status

If a user is missing permissions on any one of these three, then that user cannot perform the action on the desired form.

For example, to add an Annual inspection to an open Elevator use permit from the Create Inspection form, a user must have these permissions:

Permission to use the Create Inspection form (Use > Inspection > Create Inspection)
Permission to create Annual inspections on Elevator use permits (Use > Application Types > Elevator > Inspection > Annual > Create Inspection)
Permission to create inspections when applications have a status of Open (Use > Status Codes > Inspection > Create Inspection > Create > Status > Open)

Agencies can model their complex workflows by controlling who can perform an action and when they can do it. For example, a fire department might be required to review building permits for fire safety. Through access control, it is possible to ensure that the fire department can only open review-based forms, and even then to only see the fire safety reviews on open applications.

Access group structure

This table describes the access groups under CDR > Building in the Permissions tree:


Access group	Description
Application	Affects the items under Application in the Building Permits menu.
Application Status Code Setup	Affects the Application Status Code item under Setup in the Building Permits menu.
Application Types	Access to specific application types and their related inspections, reviews, fees, etc. The tree under each application type mirrors the tree under the Status Codes node. The system adds a node for each application type created in the module, with additional access groups that control activities and fees just for that application type.
Application Types > Application	Access to pay fees in Start Application, and to the Action button and each tab in the Application InfoViewer.
Application Types > Application Detail	Includes an access group for each application detail on the application type.
Application Types > Fee	Includes an access group for each fee type on the application type that grants the ability to adjust that fee type.
Application Types > Inspection	Includes an access group for each inspection type on the application type that grants access to use that inspection type in Create Inspection, Record Inspection Results, and Schedule Inspections. The View Inspection group grants access to the Action button and each tab in the InfoViewer. Access for each detail on the inspection type is also here.
Application Types > Review	Includes an access group for each review type on the application type that grants access to use that review type in Create Review and Record Review Results. The View Review group grants access to the Action button and each tab and related features in the InfoViewer. Access for each detail on the review type is also here.
Assignment Setup	Affects the Inspection Assignment Group Setup and Review Assignment Group Setup items under Setup in the Building Permits menu. Affects the Review Assignment and Review Reassignment items under Review in the Building Permits menu. Affects the Inspection Assignment and Inspection Reassignment items under Inspection in the Building Permits menu
Inspection	Affects the items under Inspection in the Building Permits menu. Inspection Assignment and Inspection Reassignment access control is under Assignment Setup.
Review	Affects the items under Review in the Building Permits menu. Review Assignment and Review Reassignment access control is under Assignment Setup.
Setup	Affects the items under Setup in the Building Permits menu. Access control for assignment group setups is under Assignment Setup. Access control for application status codes is under Application Status Code Setup.
Status Codes	Access to specific applications, inspections, reviews, fees, etc based on the status of an application. The tree under this access group mirrors the trees under each application type tree in the Application Type access group.
Supervisor Approval	Allows supervisor approvals for changing billing accounts (for Billing for CDR only), overriding escrow NSF, and overriding planning condition status.

This table describes the access groups under CDR > Business License in the Permissions tree:


Access group	Description
Application	Affects the items under Application in the License menu.
Application Types	Access to specific license types and their related inspections, reviews, fees, etc. The tree under each license type mirrors the tree under the Status Codes node. The system adds a node for each license type created in the module, with additional access groups that control activities and fees just for that license type.
Application Types > Endorsement	Includes an access group for each endorsement type on the license type that grants access to use endorsement type in the Create Endorsement and Transfer Endorsement forms. The View Endorsement group grants access to Action button options in the InfoViewer as well as each tab.
Application Types > Fee	Includes an access group for each fee type on the license type that grants the ability to adjust that fee type.
Application Types > Inspection	Includes an access group for each inspection type on the license type that grants access to use that inspection type in Create Inspection, Record Inspection Results, and Schedule Inspections. The View Inspection group grants access to the Action button and each tab in the InfoViewer. Access for each detail on the inspection type is also here.
Application Types > License	Access to pay fees in Start License, and to the Action button and each tab in the License InfoViewer.
Application Types > License Detail	Includes an access group for each license detail on the license type.
Application Types > Review	Includes an access group for each review type on the license type that grants access to use that review type in Create Review and Record Review Results. The View Review group grants access to the Action button and each tab and related features in the InfoViewer. Access for each detail on the review type is also here.
Assignment Setup	Affects the Inspection Assignment Group Setup and Review Assignment Group Setup items under Setup in the License menu. Affects the Review Assignment and Review Reassignment items under Review in the License menu. Affects the Inspection Assignment and Inspection Reassignment items under Inspection in the License menu
Inspection	Affects the items under Inspection in the License menu. Inspection Assignment and Inspection Reassignment access control is under Assignment Setup.
License Status Code Setup	Affects the License Status Code item under Setup in the License menu.
Review	Affects the items under Review in the License menu. Review Assignment and Review Reassignment access control is under Assignment Setup.
Setup	Affects the items under Setup in the License menu. Access control for assignment group setups is under Assignment Setup. Access control for application status codes is under Application Status Code Setup.
Status Codes	Access to specific applications, inspections, reviews, fees, etc based on the status of an application. The tree under this access group mirrors the trees under each application type tree in the Application Type access group.
Supervisor Approval	Allows supervisor approvals for changing billing accounts (for Billing for CDR only), overriding escrow NSF, and overriding planning condition status.

This table describes the access groups under CDR > Code Enforcement in the Permissions tree:


Access group	Description
Assignment Setup	Affects the Inspection Assignment Group Setup and Review Assignment Group Setup items under Setup in the Code Enforcement menu. Affects the Review Assignment and Review Reassignment items under Review in the Code Enforcement menu. Affects the Inspection Assignment and Inspection Reassignment items under Inspection in the Code Enforcement menu
Case	Affects the items under Case in the Code Enforcement menu.
Case Status Code Setup	Affects the Case Status Code item under Setup in the Code Enforcement menu.
Case Types	Access to specific case types and their related inspections, reviews, fees, etc. The tree under each application type mirrors the tree under the Status Codes node. The system adds a node for each case type created in the module, with additional access groups that control activities and fees just for that case type.
Case Types > Case	Access to pay fees in Start Case, and to the Action button and each tab in the Case InfoViewer.
Case Types > Case Detail	Includes an access group for each case detail on the case type.
Case Types > Fee	Includes an access group for each fee type on the case type that grants the ability to adjust that fee type.
Case Types > Hearing	Includes an access group for each hearing type on the case type that grants access to add, update, delete, etc that hearing type. The Hearing InfoViewer group grants access to each tab in the InfoViewer. Access for each detail on the hearing type is also here.
Case Types > Inspection	Includes an access group for each inspection type on the case type that grants access to use that inspection type in Create Inspection, Record Inspection Results, and Schedule Inspections. The View Inspection group grants access to the Action button and each tab in the InfoViewer. Access for each detail on the inspection type is also here.
Case Types > Review	Includes an access group for each review type on the case type that grants access to use that review type in Create Review and Record Review Results. The View Review group grants access to the Action button and each tab and related features in the InfoViewer. Access for each detail on the review type is also here.
Hearing	Affects the Lookup Hearings item in the Code Enforcement menu.
Inspection	Affects the items under Inspection in the Code Enforcement menu. Inspection Assignment and Inspection Reassignment access control is under Assignment Setup.
Review	Affects the items under Review in the Code Enforcement menu. Review Assignment and Review Reassignment access control is under Assignment Setup.
Setup	Affects the items under Setup in the Code Enforcement menu. Access control for assignment group setups is under Assignment Setup. Access control for application status codes is under Application Status Code Setup.
Status Codes	Access to specific cases, inspections, reviews, fees, etc. based on the status of a case. The tree under this access group mirrors the trees under each case type tree in the Case Type access group.
Supervisor Approval	Allows supervisor approvals for changing billing accounts (for Billing for CDR only) and overriding escrow NSF.

This table describes the access groups under CDR > Common in the Permissions tree:


Access group	Description
Bonds	Affects the Create Bond and Lookup Bonds items in the CDR Common menu.
Browser	Affects the Hierarchy Browser item in the CDR Common menu.
Escrow	Affects the Create Escrow Account and Lookup Escrow Accounts items in the CDR Common menu.
Fee Transactions	Affects the Lookup Transactions item in the CDR Common menu.
Plan Tracking	Affects the Plan Tracking and Lookup Plan Copies items in the CDR Common menu. Affects the plan tracking functionality throughout the CDR modules, such as the Building Permit Review InfoViewer and the Trade License InfoViewer.
Setup	Grants access to code definitions used throughout the CDR modules, such as bond class, construction type, and fee group.

This table describes the access groups under CDR > Planning in the Permissions tree:


Access group	Description
Application	Affects the items under Application in the Planning menu.
Application Status Code Setup	Affects the Application Status Code item under Setup in the Planning menu.
Application Types >	Access to specific application types and their related inspections, reviews, fees, etc. The tree under each application type mirrors the tree under the Status Codes node. The system adds a node for each application type created in the module, with additional access groups that control activities and fees just for that application type.
Application Types > Application	Access to pay fees in Start Application, and to the Action button and each tab in the Application InfoViewer.
Application Types > Application Detail	Includes an access group for each application detail on the application type.
Application Types > Fee	Includes an access group for each fee type on the application type that grants the ability to adjust that fee type.
Application Types > Hearing	Includes an access group for each hearing type on the application type that grants access to add, update, delete, etc that hearing type. The Hearing InfoViewer group grants access to each tab in the InfoViewer. Access for each detail on the hearing type is also here.
Application Types > Inspection	Includes an access group for each inspection type on the application type that grants access to use that inspection type in Create Inspection, Record Inspection Results, and Schedule Inspections. The View Inspection group grants access to the Action button and each tab in the InfoViewer. Access for each detail on the inspection type is also here.
Application Types > Review	Includes an access group for each review type on the application type that grants access to use that review type in Create Review and Record Review Results. The View Review group grants access to the Action button and each tab and related features in the InfoViewer. Access for each detail on the review type is also here.
Assignment Setup	Affects the Inspection Assignment Group Setup and Review Assignment Group Setup items under Setup in the Planning menu. Affects the Review Assignment and Review Reassignment items under Review in the Planning menu. Affects the Inspection Assignment and Inspection Reassignment items under Inspection in the Planning menu
Hearing	Affects the Lookup Hearings item in the Planning menu.
Inspection	Affects the items under Inspection in the Planning menu. Inspection Assignment and Inspection Reassignment access control is under Assignment Setup.
Review	Affects the items under Review in the Planning menu. Review Assignment and Review Reassignment access control is under Assignment Setup.
Setup	Affects the items under Setup in the Planning menu. Access control for assignment group setups is under Assignment Setup. Access control for application status codes is under Application Status Code Setup.
Status Codes	Access to specific cases, inspections, reviews, fees, etc based on the status of a case. The tree under this access group mirrors the trees under each case type tree in the Application Type access group.
Supervisor Approval	Allows supervisor approvals for changing billing accounts (for Billing for CDR only), overriding escrow NSF, and overriding planning condition status.

This table describes the access groups under CDR > Project in the Permissions tree:


Access group	Description
Application	Affects the items under Application in the Project menu.
Application Status Code Setup	Affects the Application Status Code item under Setup in the Project menu.
Application Types	Access to specific application types and their related inspections, reviews, fees, etc. The tree under each application type mirrors the tree under the Status Codes node. The system adds a node for each application type created in the module, with additional access groups that control activities and fees just for that application type.
Application Types > Application	Access to pay fees in Start Application, and to the Action button and each tab in the Application InfoViewer.
Application Types > Application Detail	Includes an access group for each application detail on the application type.
Application Types > Fee	Includes an access group for each fee type on the application type that grants the ability to adjust that fee type.
Application Types > Inspection	Includes an access group for each inspection type on the application type that grants access to use that inspection type in Create Inspection, Record Inspection Results, and Schedule Inspections. The View Inspection group grants access to the Action button and each tab in the InfoViewer. Access for each detail on the inspection type is also here.
Application Types > Review	Includes an access group for each review type on the application type that grants access to use that review type in Create Review and Record Review Results. The View Review group grants access to the Action button and each tab and related features in the InfoViewer. Access for each detail on the review type is also here.
Assignment Setup	Affects the Inspection Assignment Group Setup and Review Assignment Group Setup items under Setup in the Project menu. Affects the Review Assignment and Review Reassignment items under Review in the Project menu. Affects the Inspection Assignment and Inspection Reassignment items under Inspection in the Project menu
Inspection	Affects the items under Inspection in the Project menu. Inspection Assignment and Inspection Reassignment access control is under Assignment Setup.
Review	Affects the items under Review in the Project menu. Review Assignment and Review Reassignment access control is under Assignment Setup.
Setup	Affects the items under Setup in the Project menu. Access control for assignment group setups is under Assignment Setup. Access control for application status codes is under Application Status Code Setup.
Status Codes	Access to specific applications, inspections, reviews, fees, etc based on the status of an application. The tree under this access group mirrors the trees under each application type tree in the Application Type access group.
Supervisor Approval	Allows supervisor approvals for changing billing accounts (for Billing for CDR only), overriding escrow NSF, and overriding planning condition status.

This table describes the access groups under CDR > Trade License in the Permissions tree:


Access group	Description
Assignment Setup	Affects the Inspection Assignment Group Setup and Review Assignment Group Setup items under Setup in the Trade License menu. Affects the Review Assignment and Review Reassignment items under Review in the Trade License menu. Affects the Inspection Assignment and Inspection Reassignment items under Inspection in the Trade License menu
Inspection	Affects the items under Inspection in the Trade License menu. Inspection Assignment and Inspection Reassignment access control is under Assignment Setup.
License	Affects the items under License in the Trade License menu.
License Types	Access to specific license types and their related inspections, reviews, fees, etc. The tree under each license type mirrors the tree under the Status Codes access group. The system adds an access group for each license type created in the module, with additional access groups that control activities and fees just for that license type.
License Types > Fee	Includes an access group for each fee type on the license type that grants the ability to adjust that fee type.
License Types > Inspection	Includes an access group for each inspection type on the license type that grants access to use that inspection type in Create Inspection, Record Inspection Results, and Schedule Inspections. The View Inspection group grants access to the Action button and each tab in the InfoViewer. Access for each detail on the inspection type is also here.
License Types > License	Access to pay fees in Start License, and to the Action button and each tab in the License InfoViewer.
License Types > License Detail	Includes an access group for each license detail on the license type.
License Types > Review	Includes an access group for each review type on the license type that grants access to use that review type in Create Review and Record Review Results. The View Review group grants access to the Action button and each tab and related features in the InfoViewer. Access for each detail on the review type is also here.
Review	Affects the items under Review in the Trade License menu. Review Assignment and Review Reassignment access control is under Assignment Setup.
Setup	Affects the items under Setup in the Trade License menu. Access control for assignment group setups is under Assignment Setup. Access control for application status codes is under Trade Status Code Setup.
Status Codes	Access to specific licenses, inspections, reviews, fees, etc based on the status of a license. The tree under this access group mirrors the trees under each license type tree in the Application Type access group.
Supervisor Approval	Allows supervisor approvals for changing billing accounts (for Billing for CDR only) and overriding escrow NSF.
Trade Status Code Setup	Affects the Trade License Status Code item under Setup in the Trade License menu.

This table describes the access groups under CDR > Use Permits in the Permissions tree:


Access group	Description
Application	Affects the items under Application in the Use Permits menu.
Application Status Code Setup	Affects the Application Status Code item under Setup in the Use Permits menu.
Application Types	Access to specific application types and their related inspections, reviews, fees, etc. The tree under each application type mirrors the tree under the Status Codes node. The system adds a node for each application type created in the module, with additional access groups that control activities and fees just for that application type.
Application Types > Application	Access to pay fees in Start Application, and to the Action button and each tab in the Application InfoViewer.
Application Types > Application Detail	Includes an access group for each application detail on the application type.
Application Types > Fee	Includes an access group for each fee type on the application type that grants the ability to adjust that fee type.
Application Types > Inspection	Includes an access group for each inspection type on the application type that grants access to use that inspection type in Create Inspection, Record Inspection Results, and Schedule Inspections. The View Inspection group grants access to the Action button and each tab in the InfoViewer. Access for each detail on the inspection type is also here.
Application Types > Review	Includes an access group for each review type on the application type that grants access to use that review type in Create Review and Record Review Results. The View Review group grants access to the Action button and each tab and related features in the InfoViewer. Access for each detail on the review type is also here.
Assignment Setup	Affects the Inspection Assignment Group Setup and Review Assignment Group Setup items under Setup in the Use Permits menu. Affects the Review Assignment and Review Reassignment items under Review in the Use Permits menu. Affects the Inspection Assignment and Inspection Reassignment items under Inspection in the Use Permits menu
Inspection	Affects the items under Inspection in the Use Permits menu. Inspection Assignment and Inspection Reassignment access control is under Assignment Setup.
Review	Affects the items under Review in the Use Permits menu. Review Assignment and Review Reassignment access control is under Assignment Setup.
Setup	Affects the items under Setup in the Use Permits menu. Access control for assignment group setups is under Assignment Setup. Access control for application status codes is under Application Status Code Setup.
Status Codes	Access to specific applications, inspections, reviews, fees, etc. based on the status of an application. The tree under this access group mirrors the trees under each application type tree in the Application Type access group.
Supervisor Approval	Allows supervisor approvals for changing billing accounts (for Billing for CDR only) and overriding escrow NSF.

Tips and hints

The Planning root-level access group has no relationship to the Planning module in CDR. It is used in Work Management.
View Map permissions found throughout the CDR access control tree show/hide the Map Drawer button on corresponding forms, such as the Application Lookup form and the Change Sites dialog