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Code Authorization Record Type

8/22/2024

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A new record type called Code Authorization is now available for all jurisdictions using the Code Compliance module. You may start using the record type anytime! It was developed so that jurisdictions who manage certain authorizations through Code Compliance can record fees and payments, issue an authorization to the applicant, and track inspections. For example, Klamath County authorizes camping on personal property for 21 days. This record type allows the county to manage and track camping authorizations. The record type was designed to be very flexible across all jurisdictions by modifying the Authorization Type dropdown. Other possible use cases are authorizing garage sales, lemonade stands, or even short term rentals through Code Compliance.
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Please contact the ePermitting Team to modify the Authorization Type dropdown by emailing [email protected].
 
Here are more helpful details about the Code Authorization record type:
  • Intake
    • Parcel and Owner are required; Address is optional
    • Applicant is required
    • Authorization Type is required
    • You can also optionally add Internal Comments directly from the intake form.
  • Custom Fields
    • The custom fields are very simple: Authorization Type, Start Date, End Date, and Description.
    • Start Date and End Date can be used if the authorization you are granting is only for a certain time period. These fields are optional.
  • Conditions of Approval
    • Use Conditions of Approval to record any other details or requirements regarding the authorization you are granting. For example: For a Camping Authorization, you may describe the type of camping allowed and the number of people.
    • Important Note: Conditions of Approval will be printed on the Authorization Permit for added clarity. Be sure to use this as much as needed and take advantage of the formatting options available for COAs!
  • Fees
    • Fees and payments can be recorded on the record. The Code fee schedule is selected by default. Please contact the ePermitting Team if you need new fees added to the Code fee schedule to manage Code Authorizations.
    • Important Note: No records within the Code Compliance module are available online, including Code Authorizations. So submitting an online payment is not available for your customers.
  • Workflow
    • The workflow mimics trade permits in the Building module (Application Intake > Authorization Review > Authorization Issuance > Inspection Process > Close Out).
    • Workflow emails are available and can be used to communicate with your customers or with internal staff.
  • Inspection
    • Inspections can be recorded on this record type, such as a Site Visit or Follow Up inspection.
    • Inspections can be resulted through the Oregon Inspector App.
    • Important Note: No records within the Code Compliance module are available online, including Code Authorizations. So your customers are unable to schedule or view inspections online. However, you can email your customer inspection results through the back office or via the Oregon Inspector App.
  • Report – Code Authorization Permit
    • A Code Authorization Permit report is available to provide to your customer.
    • The report is automatically generated from workflow once the Authorization is issued.
    • The report can also be generated from the Record Summary tab.
    • The report will display the COAs on the record, along with any formatting.
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