User Roles and Primary Actions
This document outlines the key user types involved in the OpenPermit workflow and the primary actions available to each role. It also provides a high‑level description of how a user might navigate the interface.
Consumer
Residents or businesses applying for a permit.
Primary actions
- Browse permit types and requirements.
- Create and submit permit applications.
- Upload required documents and drawings.
- Track application status and inspection results.
- Pay fees and manage receipts.
- Communicate with municipal staff through messages or comments.
Navigation flow (conceptual)
- Dashboard → overview of existing applications and alerts.
- New Application → form wizard for selecting permit type and entering details.
- Documents → upload plans and required attachments.
- Payments → fee summary and payment options.
- Status → timeline of reviews, inspections, and final approval.
Builder
General contractors or builders managing multiple projects.
Primary actions
- Maintain a portfolio of permit applications across projects.
- Submit detailed building plans and revisions.
- Schedule inspections and track results.
- Manage subcontractor access and permissions.
- Receive notifications of review comments or required corrections.
Navigation flow (conceptual)
- Project List → selectable cards for each job site.
- Permit Manager → view application progress and outstanding tasks.
- Plan Uploads → manage drawing sets and revisions.
- Inspection Scheduling → calendar for requested inspection dates.
- Messages → thread with municipal reviewers.
Fiber Contractor
Specialized contractors installing fiber or other utilities in the public right‑of‑way.
Primary actions
- Submit utility or right‑of‑way permit requests.
- Provide GIS or CAD drawings of proposed routes.
- Coordinate traffic management and street closures.
- Request locates and inspections during installation.
- Update completion status and close out permits.
Navigation flow (conceptual)
- Work Orders → list of fiber projects and permit numbers.
- Route Mapping → map interface for uploading and reviewing GIS files.
- Street Closure Requests → forms for scheduling closures or detours.
- Inspection Tracking → checklist of required field inspections.
- Completion Report → submit as‑built drawings and finalize permit.
Muni (Municipal Staff)
Permit clerks, plan reviewers, and inspectors working for the municipality.
Primary actions
- Receive and review incoming applications.
- Validate completeness and request corrections.
- Assess fees and record payments.
- Schedule and conduct inspections.
- Approve or deny permits and issue certificates.
- Manage user accounts and workflow settings.
Navigation flow (conceptual)
- Work Queue → list of pending applications requiring action.
- Application Review → view forms, documents, and comments.
- Plan Markup → annotate drawings and request changes.
- Inspection Management → calendar and checklist for field inspections.
- Permit Issuance → finalize approvals, generate certificates, and close the permit.
These flows are intended as a starting point and may evolve as the project defines more detailed UI requirements.