Don’t forget about the ‘Open Permits After Final’ standard report available to all Model agencies!

The Open Permits After Final report is a hidden treasure!  This report will show all Building permits that have a positively resulted Final inspection (“Approved”, “Approved with Conditions”) but are still open, not in a “Finaled” record status.  The intent of this report is to help agencies make sure they are closing records that are completed.  This report is especially helpful for those agencies that have elected to auto-close their trades record types (Elec/Mech/Plumb) but there was an issue that prevented it from closing automatically such as outstanding unpaid fees, outstanding incomplete inspections (pended, scheduled/not resulted) – and it is not obvious when signing off the Final inspection that the record is in fact not successfully auto-closing.  Running this report will not only show where trades permits are not auto-closing but also where Structural permits are not closed due to possible data entry issues such as a prematurely signed-off final inspection, extraneous/unnecessary/incomplete inspections, incomplete TCO child records, etc., or ultimately, it’s just ready to be finaled in Workflow now that the final inspection is signed-off.  Best practice is to run this report on a monthly basis for general housekeeping.  Find this report in Building Reports > Monthly Reports > Open Permits After Final.

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