Lesson plan

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.

Back to the course

Product: permitting-licensing-accelerator
Level: Foundation
For: Users, Administrators
Total time: 2 hr 22 min
Lessons: 13 in 3 modules
Assessments: 4

Course objectives

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

Before the course

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.

Module 1: How the Accelerator works (27 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
The permit lifecycle and who does what	Reading 10 min	Name the record types in the Accelerator and the stages each one moves through Match each role to the work it does and the decisions it cannot make Explain why segregation of duties protects issuance and fee decisions	Reading
The applicant wizard and status page	Reading 11 min	Describe what the applicant wizard asks and what it produces Explain how address and parcel lookup uses your GIS and what to do when an address is not found Enter an application at the counter for someone who cannot or prefers not to apply online	Reading
Module 1 knowledge check	Assessment 6 min	Check your understanding of the lifecycle, the roles and the applicant wizard	5 questions · pass mark 70% · unlimited attempts

Module 2: Intake, review and fees (55 min)

Lesson	Type and time	Learners will be able to	Activity and assessment
Intake and the completeness check	Reading 10 min	Work the intake queue and check an application for completeness Return an incomplete application with a specific, actionable request Decide whether to route an application to review or issue it over the counter under your rules	Reading
Parallel plan review and resubmittals	Reading 12 min	Work a review for your discipline from My tasks and record a decision Write corrections and conditions of approval that applicants can act on Compare a resubmittal with the previous round and close out open comments	Reading
Fees, payments and adjustments	Reading 11 min	Explain how valuation-based, per-unit and flat fees are calculated from your schedule Describe how online and counter payments are taken and recorded without the Accelerator holding card data or funds Request a fee adjustment, waiver or refund with a reason, and explain who approves it	Reading
Practical: work an intake queue on paper	Practical exercise 15 min	Decide, for each application in a queue, whether to route it, return it or escalate a fee question Write correction requests an applicant can act on without calling the counter	Practical exercise with a checklist
Module 2 knowledge check	Assessment 7 min	Check your understanding of intake, parallel review and fees	5 questions · pass mark 70% · unlimited attempts

Module 3: Inspections, issuance and configuration (1 hr)

Lesson	Type and time	Learners will be able to	Activity and assessment
Inspections in the field	Reading 10 min	Follow an inspection from request to result, including scheduling and assignment Record a passed, partial or failed result with notes and photos, including without signal Explain how failed items lead to re-inspection and how a final inspection closes a permit	Reading
Issuing permits and renewing licenses	Reading 10 min	Check that a permit is ready to issue and issue it with its conditions of approval Diagnose why a permit can't be issued Process a license renewal and explain how reminders and lapsed licenses work	Reading
Configuring the Accelerator from your local codes	Reading 13 min	Describe the settings administrators maintain and where each comes from in your codes and procedures Add a permit type and update a fee schedule, testing each change with a fictional application Explain what stays with your agency and what Moraph Support can help with	Reading
Module 3 knowledge check	Assessment 7 min	Check your understanding of inspections, issuance, renewals and configuration	5 questions · pass mark 70% · unlimited attempts
Final assessment	Assessment 20 min	Show that you can apply the whole course, from the applicant wizard to renewals and configuration	12 of 18 questions · pass mark 80% · 3 attempts

Completing the course

Every lesson must be completed: reading lessons are marked complete by the learner, exercises when every checklist item is confirmed, and assessments only when passed. Completing the course issues a certificate of completion with a verification code.