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permitting-licensing-accelerator

Permitting & Licensing Accelerator essentials

Follow a permit or license from the applicant wizard through intake, parallel plan review, fees, inspections, issuance and renewal, and see how your local codes drive the configuration.

Foundation2 hr 22 min13 lessonsFor Users, AdministratorsCertificate of completion

Lesson plan (printable)

About this course

The Permitting & Licensing Accelerator gives applicants a guided online application that works out which permit or license they need, what to submit and what it will cost. It gives your staff one place to check completeness, route plan review, take fees, schedule inspections and issue or renew, with every step recorded and visible to the applicant. This course follows one application through that whole journey, from both sides of the counter.

The first module explains the lifecycle, the roles and the applicant's experience. The second covers intake, parallel review and fees, and includes a practical exercise. The third covers inspections, issuance, renewals and the configuration administrators maintain from your codes. Every example uses fictional applicants, addresses and amounts; the permit types, fees and rules in your agency are the ones your administrators have configured.

What you’ll be able to do

  • Explain how an application moves from the applicant wizard to an issued permit or active license, and who acts at each stage
  • Check an application for completeness and either route it to review or return it with a specific request
  • Work a review for your discipline in parallel with other disciplines, and handle resubmittals round by round
  • Explain how fees are calculated, paid through your processor, and adjusted, waived or refunded with a second person's approval
  • Request, record and follow up inspections, then issue permits and process license renewals
  • Describe how administrators turn local codes and fee schedules into permit types, wizard questions, checklists and allowed moves, and test changes safely

Skills you’ll gain

  • Permit intake and completeness checking
  • Parallel plan review
  • Permit fee handling
  • Field inspections
  • Permit issuance and license renewal
  • Permitting configuration

Before you start

  • You have a Moraph client account and can sign in to Moraph Apps.
  • You know the permit and license types your department handles and which disciplines review them.
  • Administrators should have access to their department's current fee schedules and adopted codes.
  • Recommended first: Moraph foundations: technology for high-stakes work

Syllabus

3 modules · 8 readings · 1 practical exercise · 4 assessments

  1. Module 1How the Accelerator works

    1. Reading: The permit lifecycle and who does whatReading · 10 min
    2. Reading: The applicant wizard and status pageReading · 11 min
    3. Assessment: Module 1 knowledge checkAssessment · 6 min

  2. Module 2Intake, review and fees

    1. Reading: Intake and the completeness checkReading · 10 min
    2. Reading: Parallel plan review and resubmittalsReading · 12 min
    3. Reading: Fees, payments and adjustmentsReading · 11 min
    4. Practical exercise: Practical: work an intake queue on paperPractical exercise · 15 min
    5. Assessment: Module 2 knowledge checkAssessment · 7 min

  3. Module 3Inspections, issuance and configuration

    1. Reading: Inspections in the fieldReading · 10 min
    2. Reading: Issuing permits and renewing licensesReading · 10 min
    3. Reading: Configuring the Accelerator from your local codesReading · 13 min
    4. Assessment: Module 3 knowledge checkAssessment · 7 min
    5. Assessment: Final assessmentAssessment · 20 min

What completion gives you

Complete every lesson and pass each assessment to complete the course. You then get a completion record in My learning, and a certificate of completion you can print or share, with a code anyone can check at academy.moraph.com/verify.

Completion is not certification

Course completion records and certificates of completion show that a person completed a Moraph Academy course. They are not a Moraph certification (which needs the certification exam), a professional license or an accreditation, and they do not authorize anyone to configure, operate, resell or support Moraph products on Moraph’s or anyone else’s behalf.

Course updates

  • Version 1 · · First version.