Infor Public Sector Building Permits User Guide

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About this guide
Building Permits overview
Example of application relationships
Building applications
Starting a building application
Application InfoViewer
Application InfoViewer settings
Building Application InfoViewer toolbar buttons
Building Application InfoViewer tabs
Refreshing the InfoViewer
Checking the status of an application
Viewing standard operating procedures
Application site information
Changing an application's primary site
Adding associated sites to an application
Applicants
Changing applicants
Adding an applicant to multiple applications
Removing an applicant from multiple applications
Changing application information
Advancing to the next milestone
Application groups
Creating a group of new applications
Adding an application to an application group
Removing an application from an application group
Associating other applications or cases
Associating a bond with an application
Associating a service request with an application
Supervisor approvals
Setting your PIN
Performing a supervisor override
Recording employee involvement for an application
Deleting an application
Model homes
Starting an application for a model home
Generating a batch of model homes
Adding or changing model home information
Adding a model home option
Viewing model home information
Fees (non-Billing)
Viewing fee information (non-Billing)
CDR non-Billing transaction designators
Charging a fee
Editing a fee
Adjusting a fee
Paying a fee (non-Billing)
Paying an at cost fee (non-Billing)
Refunding fees (non-Billing)
Recalculating fees
Waiving fees (Non-Billing)
Reversing a payment (Non-Billing)
Voiding a payment
Confirming a payment
Refunding an overpayment
Transferring an overpayment
Refunding a deposit
Clearing a deposit
Deposit accounts
Fees (CDR Billing)
Viewing fee information (CDR Billing)
CDR Billing transaction types and designators
Charging a fee
Editing a fee
Adjusting a fee
Paying a fee (CDR Billing)
Paying an at cost fee (CDR Billing)
Refunding fees (CDR Billing)
Recalculating fees
Waiving fees (CDR Billing)
Waiving a penalty
Reversing a payment (CDR Billing)
Applying credits
Refunding an overpayment
Refunding a deposit
Clearing a deposit
Deposit accounts
Opening an application's billing account
Changing an application's billing account
Reviews
Creating a review
Review scheduling
Scheduling a review in the calendar
Assigning reviews
Recording review results
DigEplan integration
Review problems
Recording a problem in a review
Resolving review problems
Deleting reviews
Viewing an application's review history
Plan copies
Adding plan copies to applications
Entering plan copy information
Editing plan copy information
Assigning plan copies to reviews
Checking out plans
Checking in plans
Changing plan checkout information
Viewing a plan copy's history
Inspections
Creating an inspection
Inspection scheduling
Scheduling an inspection in the calendar
Scheduling inspections
Recording inspection results
Recording a code violation in an inspection
Partial inspections
Virtual inspections
Deleting an inspection
Viewing an application's inspection history
Assignments
Defining a review assignment
Application Types tree nodes
Changing an assignment's reviewer
Defining an inspection assignment
Application Types tree nodes
Changing an assignment's inspector
Duplicating assignments
Duplicating review or inspection assignment groups
Changing an assignment's assignment area
Removing review or inspection assignments
Conditions
Adding a condition to an application
Approving an application condition
Planning conditions
Adding a planning condition from the library
Planning Condition Library tree nodes
Adding a new requirement planning condition
Adding a new informational planning condition
Changing a planning condition status
Changing a planning condition status
Copying planning conditions
Valuation
Job estimation
Valuation setups
Defining a valuation setup
Creating a job estimation
Estimating fees based on a job estimation
Starting an application from a job estimation
Adding a valuation detail to an application
License requirements
Adding a license requirement to an application
Application license information
Filling a license requirement for an application
Details
Adding an application detail
Adding a review detail
Adding an inspection detail
Map Drawer for Building Permits
Map Drawer for Start Application
Map Drawer for Lookup Applications
Map Drawer for Application InfoViewer
Map Drawer for Lookup Reviews
Map Drawer for Schedule Inspections
Map Drawer for Lookup Inspections
Building Permits form codes
My Infor CDR.Building items
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