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Engineering - Permits - Grading and Clearing

This guide is for SDL Desktop users in the Engineering module who need to create a Grading and Clearing Permit. Reference it for an overview of each tab — property/permit info, tree clearing, grading, work plan, contractor details, inspections, payments, approvals, notes, closure, and attachments.

  1. A new Grading and Clearing Permit can be created from the Tasks menu, or by Clicking New in the Grading and Clearing Permits data grid. 

  2. The General tab is used to link a Grading and Clearing Permit to a Block/Lot on the parcel map, to issue a Permit Number, and for information on the Work Site Location, and Owner/Applicant Information.

  3. Information on Tree Clearing is entered in the Tree Clearing tab.

  4. Information on Grading is entered in the Grading tab.

  5. Dates of Work, and Travel/Insurance Information is entered in the Work Plan tab.

  6. Contractor/Engineer Information is entered in the Contractor tab.

  7. Associated Inspections are entered in the Inspection tab.

  8. Payments and Escrow Accounts are entered in the Payment tab.

  9. Prior Approvals and Checklists can be added in the Prior Approval tab.

  10. Notes and User Defined Fields can be added in the Notes tab. User Defined Fields are used to enter additional information collected by the municipality that does not have a proper field inside the Grading and Clearing Permit.

  11. Application Decision information can be entered in the Closure tab. Also, if an Engineering Project exists it can be linked to the Grading and Clearing Permit by Clicking Link Project.

  12. Attachments and User Defined Reports are tracked in the Related tab.

  13. Finally, Click the Printer Icon to print the Grading and Clearing Permit Application.