3FoldSample data

A sample board for municipalities.

Municipalities

Pick your kind of business.

Sample data

4 drafts to review

The draft asks

Can you give the applicant a review date today?

Sample data. A person reads each draft and decides what to do.

This week

Sample data · last 7 days

Flagged by the board · cleared by a person

  1. Wed5 flagged4 cleared
  2. Thu6 flagged5 cleared
  3. Fri4 flagged2 cleared
  4. Sat0 flagged0 cleared
  5. Sun0 flagged0 cleared
  6. Mon7 flagged3 cleared
  7. Tue8 flagged4 cleared

The repeat problem

Two permit files wait on the same plan check. The clerk can see the reviewer and the next step.

What it would have caught

A fictional example. Nothing here sends.

Day 1The flag

The board would flag the late Ternwick Lane plan check.

Day 2The follow up

The clerk would read the draft then send the date request.

Day 4What happens next

The reviewer would finish the check and update the applicant.

Questions it answers

Which permits are past ten days?
Ternwick Lane and Mossfen Way. Both await a plan check.
Which records requests need attention?
R-214 needs a status note. R-219 needs a file search.
Which payments have no match?
Permit P-418 and rental H-22. Finance owns both checks.

What it reads

  • Permit portal
  • Request log
  • Agenda tracker
  • Payment ledger

One screen

The board checks the tools you already use and drafts each follow-up for a person to review.

You can keep your project tool, CRM or spreadsheet.

Get my $250 diagnostic

$250 once for a Workflow Leak Diagnostic of your own work.

See a sample report

$250Diagnostic

Get my $250 diagnostic