Add a permit

Step 1: Enter the general permit information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Permits under the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Optionally, select the Prime Contract #.
6. Select the permit Type.

   For example, plumbing, electrical, and so on. Admins can specify the permit type options in Settings > Feature Settings > QC & Safety.

7. Enter the Subject.
8. Optionally, enter the Application # and Date.
   Application reference numbers are typically issued by the building inspection agency at the start of the process, as project plans often require review for permit approval.
9. Optionally, enter the Permit #, Date, and Expire Date.
10. In the Pulled By section, select the Company and Contact.

    This is usually the general contractor or subcontractor that will perform the work.

    The company dropdown is populated from the project directory.

11. Optionally, in the Issued By section, Select Existing Agancy in Contact Management Module or Enter New Agency/Organization and Contact.
12. Optionally, enter any Comment that is relevant to the application or permit.
13. Optionally, select the permit Status and specify the Status Date.
14. Select Next.

Step 2: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the permit.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.