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Permit Workflow Launch Readiness: Settings, QA, and Go-Live Best Practices

March 18, 2026 · 4:30 pm EDT

VirtualEvent

Courtney Kolb

Permitting Services Manager

With over 10 years of experience with local government and SaaS software. Courtney provides leadership and collaboration across departments for GeoPermits solutions.

Preparing to launch a new permit workflow in GeoPermits involves certain configurations. In this session, we want to help empower you by walking through important workflow settings and quality assurance steps to review before going live.

What We'll Cover:

  • Using the Application Description to your advantage for dashboard sorting and filtering
  • Application Number Settings
  • Auto-Void, Workflow Type, Advanced Permissions, and Tags
  • Help Resource: The User Guide Going Live Checklist
  • Homepage and application URL links for your jurisdiction's website
Permit Workflow Launch Readiness: Settings, QA, and Go-Live Best Practices

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