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Introducing PTWin
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Pushing the Post Button

This View's for you
Unique views for specialists
Permit View Information

Tip #: 3.2.52
Ver(s): PTWin32

PTWin32 marks the introduction of View windows that have been designed for specific types of staff members. Each View window focuses on the information most pertinent to that specialist.

There are three View windows available in PTWin32. The first and most prevalent window for viewing permits is Management View.

Management View gives the user complete access to 18+ tabbed notebook pages of information about a permit record. This window allows you to delve into every nook and cranny of a record including any custom fields or pages you may have created in Modifications.

Plan Review View pairs down what you see in Management View and rearranges the display of data to provide a window focused on the requirements of plan review staff.

This View shows approvals, conditions, permit information, checklists, and two pages for reviews and plans that display graphic outlines of the data.

The window easily allows you to manage the workloads of multiple reviewers from multiple departments and each review can document many individual reasons for a decision.

You can group approvals by department or by permit, and filter open approvals from all approvals. Plus, you can check the current workload of any given reviewer at the push of a button.

With PTWin32’s Plan Review View your data is displayed in a way that allows users to center on the approvals process of permitting. 

The third View window available to you in PTWin32 is the Front Desk View. This window is designed to provide access to information most necessary to the entry of a permit record. Staff members can easily create records while the applicant stands before them.

This View has tabs for applicant information, contractors, fees, receipts, any custom fields you may have defined in Modifications, and an administration page that combines information about the parcel with important date and status information.

This Front Desk View simplifies the process of initial permit record creation and allows staff associated with data entry to streamline their tasks.

Each PTWin32 user definition has settings that determine the View that loads when they press the Permit button, as well as Edit, View, or No Access security settings for each of the three Views.

If you have rights to all of the Views you will be able to access them from the Permit selection of the Activity command on PTWin32’s Main Menu. To change your default View or rights select Security from the Options command of the Main Menu. You will need to have system administration rights to do this.

The three Views that come with PTWin32 complement other views of your data available on primary windows like Inspections or Fees. In combination these windows provide access that is attentive to the needs of specific users.  

 

 

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