Permit Feature Information

A Permit is a legal authorization acquired for a project and may apply to the entire project or a specific subset of land units. The Permits section in Land Management allows you to track formal legal authorizations required for project activities, such as environmental permits, right-of-way authorizations, and regulatory approvals.

Key Features

Pre-requisite

• A compliance team at a mining company needs to track government-issued environmental permits for each project phase, including validity dates and issuing authorities, without creating unnecessary agreement or payment records.
• A land manager at a utility company wants to monitor the status of right-of-way permits across multiple parcels and receive notifications before permit expiration dates.
• A project coordinator at an energy company needs to link permits to specific parcels and company assets to maintain a complete view of land-related obligations in one place.
• A regulatory affairs team needs to report on all active and expired permits across projects using Analytics, with the same level of reporting available for agreements.

Troubleshooting

• The Permits section is not visible.
  Contact your administrator to activate the feature.

• I cannot create or edit permits.
  You must have permit access assigned through your Land Management profile or a dedicated Permit - Guest or Permit - Data Entry profile

• The Permit field is missing on the Communication form.
  Your profile must include permit access. And check that the field is added to the Default fields list in General Configuration.

• I didn't receive an expiration notification.
  Notification rules must be configured by your administrator. Confirm a rule exists for permit expiration and that you are included in the recipients.

FAQ

• How are permits different from agreements?
  Permits focus on validity dates, issuing authorities, and compliance obligations. They do not include a negotiation stage, conditions, or payment sections. The workflow also differs slightly — permits use a "Submitted" status instead of "In Negotiation."

• How is geometry managed for permits?
  Each permit supports one of four geometry definitions, configured per permit type:

  • No geometry

  • Imported (from a shapefile)

  • Calculated from company assets / land units

  • Drawn / entered manually

    Geometry updates automatically when a linked land units geometry changes or when a shapefile is re-imported.

• Can I create a permit without going through every status?
  Yes. The workflow allows some direct transitions — for example, you can move a permit straight from Planned or Submitted to Active, depending on your situation.

• Will I be notified of status changes or expiring permits?
  Yes. Notifications can be configured for both workflow status changes and permit expiration dates.