Cases / Quality & safety
Quality & safety

Submit a permit package to the authority

Pull together the drawings and supporting documents an authority submission needs, build and validate the submission, generate the package, then send it and track it through to a decision.

4 steps12 minGeneral contractorProject / construction management firmDesign / engineering practice

How it works, step by step

4 steps across the platform - what you do at each one, and why it matters.

1

Assemble the required documents

Documents

Gather the drawings, calculations, reports and forms the submission needs, and check each one is current before it goes into the package.

Why: A missing report or an outdated drawing is the single most common reason a package bounces back unread. Sorting the set first means the build step starts from documents that are actually complete.

InDesign drawingsAuthority requirementsOutDocument set
2

Build and validate the submission

Authority Submissions

Create the submission, attach the document set, and run the built-in validation so missing items, wrong formats and unsigned pages surface before anyone outside the team sees them.

Why: Catching a gap here costs minutes. Catching the same gap after the authority has opened the file costs the whole review cycle again.

InDocument setOutDraft submissionValidation results
3

Generate the export package

Authority Submissions

Generate the package in the format the authority accepts, with a consistent file structure and a cover index so a reviewer can find every item without asking.

Why: A clean, indexed package reads as a competent submission before the reviewer has opened a single drawing. A loose pile of files invites the kind of scrutiny that slows everything down.

InValidated submissionOutExport package
4

Submit and track the decision

Authority Submissions

Send the package to the authority and track its status, review comments and decision date in one place instead of a side email thread.

Why: A submission that only lives in someone's inbox is a submission the rest of the team cannot plan around. Tracking it against the record keeps the programme honest about when approval will actually land.

InExport packageOutSubmission status
Modules

Modules in this playbook

2 / 184 platform modules

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