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How to reset External User Account password in PermAssist Applicant Portal ?
Please find the steps to reset the password for the external user. Login to PermAssist Applicant Portal (https://permit.permassist.com.au/login?ReturnUrl=%2f) Click on the 'My Account' submenu item which is under the 'Settings' Menu item Click on the ...
Stamping Document in PA
You can follow the below steps to stamp a document. 1. Open up an application and go to "Document Section" 2. Check the document(s) to be stamped and click on the "Stamp" button. 3. Select the stamp you want to use by checking the checkbox and click ...
Selecting Decision Notice in PA
You are able to Select Decision Notice from Application, Inspection Section. 1. Open up an application and go to the Inspection section. 2. Click on the Edit icon of inspection, that you need to add Decision. 3. Then you able to Select Decision ...
Selecting Building Approval Conditions in PA
You could be able to Select BA Conditions from the Application. 1. Open up an application and go to the Building Approval Condition section. 2. Here, you can add Conditions like below; 3. Select the Conditions and click on "Submit". Added BA ...
Inspections Booking on PermAssist
Step 01 Add Inspection Types to all PA applications using the System Admin --> Inspection Type option. Select the System Admin from Menu and Select Inspection Types from Submenu. Under the Template tab, add the necessary inspection types. Click on ...
How to use multiple email accounts in permassist
How to setup additional email account step 1 Go to My account section on the menu. step 2 Go to additional email settings section and click on add button. step 3 Insert your new email address , the preferred display name for this email address and ...
PermAssist Xero Integration
First, you need to select System Admin from the main menu → And Select Refresh Tokens from the sub menu. Then you can see the window like below; Here you should click on the ‘’Sign in with Xero’’ Link Then you would be able to login to the Xero by ...
Create Template to display Multi Level Checklist Items
Hello Fellas, Today we are going to see how we can create a template that will show multilevel checklist items. Problem or the Situation For an Example - client wants to display below Information which was added to Multilevel Checklist in a ...
Show Document Name on Browser Title bar
PermAssist Now Allowing to show document Name on Browser Title Bar. What's New? Show Document Name on Browser Title Bar. How does it work? To check how does this work you need follow few steps. 1.) Select an application from appList and Go to the ...
Ability to add Received Date in Conditions
PermAssist have now given the ability to add / edit Received Date in Building Permit and CFI/OP Condition section. What's New? Ability to add Received Date in Building Permit and CFI/OP Condition section. How does it work? Let see how we can add ...
Multiple Council in One Suburb [INTERNAL]
Many suburbs are part of more than one council. To cater this functionality we have updated the system to handle multiple Councils when a suburb is added in the Property section When a new property is added, based on suburb the Council will be auto ...
Renaming Documents when uploading
We have upgraded the PermAssist to provide the ability to rename duplicate documents when its get upload I.E: Consider a document named "Hello.pdf" is already uploaded to the documents section, Now someone uploads a new document with the same name ...
Multiple Council in One Suburb
What's New? In many occasions many suburbs are part of more than one council. To cater this functionality we have updated the system to handle multiple Councils when a suburb is added in the Property section How does it work? When a new property is ...
Revamped Application List
Based on our valuable customer's feedback, we have introduced the ability to customise the Application List. Where I can find the above window? When logged into PermAssist, Click on App List under any available application type. What are the options ...
Task Due Notifications control
There are scenarios when a task email notification will be sent on a particular date. This needs to be a functionality which can be customized from PermAssist. What's New? The ability to control if a task related email notification will be sent out ...
Show Permit Issue Dates
PermAssist now enables to display Building Permit Issue date and Occupancy Permit Issue Date. How does it work When adding a decision, based on the decision the date of decision value will be displayed in the relevant field mentioned above. The date ...
Performance Solution Save as a template
What's New? When a Performance Solution is added in an application the ability to save the same as a template How does it work? 1. Add a performance/alternative solution in an application 2. Select to add a custom Performance solution, fill in the ...
Bulk hide Inspection button
Depending on requirements there are certain scenarios where the inspections in an application need to be present in the application but not on the permit. We have updated the inspection feature to cater this functionality. What's New? Ability to ...
Cancelled Inspection Filter in Inspection Scheduler
What's New? A New filter value 'Cancelled' has been added to the filter options in Inspection Scheduler to show the cancelled inspections How does it work? The inspections where the cancel inspection check box is checked will be displayed when this ...
Auto-Populate Booking Notes based on Inspection Option
We have enhanced the function of Inspection Option by enabling the ability to automatically populate predefined information into Booking Note in Inspect section How does it work? 1. Go to Inspection 2. Click on New (to create new inspection) ...
Search in file Note
PermAssist now provide a search box to there customers.Now you dont need to scroll through the whole list to find the Particular staff. This will be a live search. What's New? We are now providing a Search box in file notes.A simple way to search the ...
Notification in Task Creation
We have made changes to the features when creating a task in an application. What's New? When a task is created the staff assigned can be selected and we can now choose if the staff will be notified or not. How does it work? The staff who is selected ...
Additional Drop-down options in Reports
We are introducing a few new filter options to select when generating a Report. How to Access? 1. Go to Reports and click on the Report you want to generate. (For this tutorial we are selecting "Applications Lodged" Report) 2. Fill in the necessary ...
Manage Inspection Checklist
Following are the steps to create a new Inspection Checklist: 1. Go to System Admin in the main menu and then select Inspection Type. 2. Select the relevant inspection type and click on checklist icon to add a check list item to the ...
Application Action Notifications
Yes, you've heard it correct now you can configure PermAssist Application Notifications, We now provide complete flexibility to configure which notification, should go to whom. It's just not limited to this, your applicants can also configure if they ...
Add Decision from Workflow
A decision can be added when application state is changed from workflow - Please see below: This can be viewed in System admin > workflow More than one decision can be added from workflow. Please contact PermAssist support to let us know what ...
Configurable Inspection Details section in an Application
We have received multiple requests on configuring the Inspection Details Section of an Application Type. By considering our customer's feedback and request, we have now enabled the ability to configure the inspection details section. Please get in ...
Notice/order - Cancelled notices not shown in the Dropdown when related notice added
The cancelled notices are now not being displayed in the related notices dropdown when an Order is added - Adding an order -
New Action Button on Forms Section
We have introduced new functionality to PermAssist. Now you can customise a form template to do a set of automated tasks by click just one button. The new custom operation button will look similar to the below. What are possible? 1. Ability to do ...
Selecting Applicable Barrier Standard in Pool and Spa
PermAssist now allows users to select Barrier Standard for a Pool/ Spa in the Pool and Spa Register Module. You can follow the below steps to choose the relevant standard. 1. Open up a Pool and Spa Application and navigate to "Register Pool and Spa" ...
Mark Tasks completed from Dashboard
Perm Assist now provides the ability to mark tasks completed from Dashboard itself The task will be moved to the Completed tasks menu
Mark Written Direction as Compliance
PermAssist now enables to mark a written direction as compliance just clicking a checkbox. The current date will be inserted to this field If the checkbox is checked. To add, 1. Navigate to Inspection. 2. Click on the written direction button. 3. ...
Load inspection checklists to application
Please see below on how to load inspection checklists to a given application. In an application click on the inspection checklist icon as shown - Click on the checklists as shown to display or enable the inspection checklist on the inspection report ...
Auto Reminder using SMS
PermAssist now allows you to set up SMS as Auto Reminder. This will work very much similar to the Email Auto Reminders. Follow the below-mentioned steps to set up SMS based auto reminder 1. Go to System Admin >> Auto Reminder, click in "SMS Reminder" ...
Deleting Multiple Fees
PermAssist now allows you to delete multiple fee items. When in fee section select the fee items and click on the "Delete" button as shown below Please note PermAssist will not allow you delete a fee item if it's already invoiced.
Ability to Endorse Documents from Templates
PermAssist now allows to Endorse Documents from Templates similar to adding Checklist and Conditions The template needs to be added under System Admin > Endorsed Document Template
Ability to Copy Endorsed Document using Copy Current Application
PermAssist now allows to Copy Endorsed Document using Copy Current Application
Building Surveyor Notes
PermAssist now allows you to add Building Surveyor Notes to an application. These are similar to conditions in PermAssist. You can add conditions by System Admin >> Condition Template. Follow the below-mentioned steps to add Building Surveyor Notes. ...
Check box to cancel an Inspection
PermAssist now allows users to cancel an inspection just by clicking a checkbox. The cancelled inspection will be shown with red strikethrough text. Follow the below steps to cancel an inspection. 1. Open up an application and go to the Inspection ...
PO Number on Inspection Dashboard
PermAssist now shows the PO Number on Inspection Dashboard in Surveyor portal - Inspection edit -
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