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Version 2

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Applicant Portal

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My Applications

Let’s start with the My Applications page and viewing applications

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My Applications

View applications, export reports and search for applications using advanced features on the My Application page.

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My Applications - Ways To Search

There are multiple ways you can search for an application

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Start typing a suburb, street name or application number and the search happens in real time

Or use the advanced search filter

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My Applications - Ways To Search

Using the advanced search filter

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Enter any preferred search criteria and submit

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My Applications - Ways To Search

Use the conventional quick search.

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Search by application number or address

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My Applications - Exporting

You can now export the application list whenever you like

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Select applications you would like to export

Click here to download a csv file

Or click here to download in any other format

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My Applications - Quick View Of Applications

Click on an application to view progress

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Click on the address to view progress

Click view to open the application and view more details

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Application View

Viewing the application will let you upload more documents, view RFI checklist items and request inspection booking and more.

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Submitting �A New Application

Let’s see how you can submit a new application, in a redefined way.

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Submitting a new application

Click Start Application and select the type of application.

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Click Start application and select the type

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Submitting a new application

You will also get an option to choose an existing form template, which will populate most of the data in the application.

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Select from an existing form template

Or click start a blank application

To change type of application

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Submitting a new application

Accept Terms and Conditions

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Submitting a new application

Add applicant(s) and nominated levy payer if applicable. Click Add Applicant and enter all the relevant details

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Submitting a new application

After clicking on Add Applicant and enter

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Submitting a new application

Add owner(s). Click Add Owner and enter all the relevant details

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Submitting a new application

Add Property details. Click Add Property and start typing the address

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Submitting a new application

Add Property details. Click Add Property and start typing the address
Once the address is selected, it will auto fill all the other details available

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Start typing an address and find the one, relevant to your project

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Submitting a new application

Add Builder details. Click Add Builder. Can choose Same As Applicant or Owner

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Submitting a new application

Add Builder details. Click Add Builder. You can choose Same As Applicant or Owner

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Submitting a new application

Add Practitioner details. Click Add Building Practitioner.

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Submitting a new application

Add Building work details.

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Start typing the nature of work and previously used values are shown from memory

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Submitting a new application

Add Building work details.

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Nature of work type can be searched or selected from dropdown

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Submitting a new application

Add insurance details.

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Submitting a new application

Add insurance details.

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Submitting a new application

Add insurance details.

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Submitting a new application

Upload relevant documents by dragging and dropping

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Drag and drop files here

Delete if necessary

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Submitting a new application

Add any optional additional comments or description which might help the surveyor to assess

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Submitting a new application

Add or upload your signature. This goes out on the Application for a building permit form.

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Submitting a new application

After submitting, a confirmation page is displayed with a reference number of the application. This page and its contents can be configured as per your needs

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Charts and Data Reports

Access a wide variety of charts and data reports for statistical analysis of your applications

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Charts

Click add chart to add more charts

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Add more charts

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Charts

Select the required charts from the list of available charts. More can be created based on custom request.

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Data Reports

Generate data reports at any time, and download them in PDF, Excel or CSV formats

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Select date range

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Data Reports

Edit a report to change name of the report and description

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Form Templates

Create and manage custom templates and save time while submitting applications.

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Form Templates

Click on New Template and select the type of application or Edit an existing form template

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Enter a name for the template

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Form Templates

Add applicant, owner and nominated levy payer

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Form Templates

Add building practitioners, like architect, engineers, etc

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Form Templates

Add builder details and finally submit to create the form template

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Notification Settings

Trigger custom automated notifications

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Notification Settings

You can configure your own automated notifications on this page. Just click the Add button to create a new one or edit an existing one by selecting one of them.

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Notification Settings

Select the type of application and notification.

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Additional Accounts

Create and manage additional accounts for your site managers

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Additional Accounts

If you have multiple site managers or project managers, you can create different accounts for them. Click on Add button and enter details

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Additional Accounts

Clicking on action button lets you to change password, delete, lock and set role menu. Changing a password is simple

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Additional Accounts

Deleting an account will allow you to assign any associated applications to yourself or any other account

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Additional Accounts

Setting role menu will give you the options to select menu items which should be visible to the additional account

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THANK YOU

Please contact permassist@e-vis.com.au or call us on (03) 9534 3228 for any enquiries or configurations.

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