Edit a Permit Task

You can edit permit tasks for individual or multiple tasks.

  1. From the home page, click Permitting and click Task Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the task you want to edit.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

The task automatically loads in the Details panel.

  1. Make any changes you want to the record on the Details panel.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.

  1. From the home page, click Permitting and click Task Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. To execute bulk edits, select one or more tasks you want to edit and click Export CSV.

  1. Open the CSV file and make any necessary edits.

IMPORTANT:

  • Within the CSV file, the TaskId column should never be modified.
  1. Save the CSV file.
  2. Click Import CSV.

  1. Drag the edited CSV file to the upload field or click the upload field to browse and select the file.
  2. Click Import.

  1. To confirm your changes are in place within the system, click Export CSV to download the updated file, open it, and review it.