Record authority profiles and versioned requirement sets with effective dates.
Permitting and PTO / Permitting and AHJ workflows
Solar permit and AHJ workflow management
Tie every permit decision to the applicable requirement set, submitted package version, response, and project owner.
Record
01Authority profile
02Requirement set
03Permit application
04Submission
Current reviewIdentify the authority and project type
Configured during assessment- 01Identify the authority and project typeCurrent decision
- 02Select and review effective requirementsNext controlled handoff
- 03Assemble and quality-check the permit packetNext controlled handoff
- 04Submit and resolve review commentsNext controlled handoff
Why this workflow breaks
Authorities can require different forms, drawings, fees, signatures, and inspection prerequisites, and those rules change. Reusing an old packet without an effective requirement review creates rejections and rework.
Solar1 starts by documenting the decisions and failure paths. Configuration follows only after the operating boundary is understood.
Workflow sequence
Keep the handoff visible from first review to accepted outcome.
- 01Identify the authority and project type
- 02Select and review effective requirements
- 03Assemble and quality-check the permit packet
- 04Submit and resolve review comments
- 05Record approval and release inspection prerequisites
What to configure
Specific controls, qualified by implementation.
Map requirement items to responsible roles and packet documents.
Configure quality review, submission, comment, revision, and approval states.
Preserve fees, receipts, correspondence, and inspection prerequisites.
Assessment output
A shared definition of the records, owners, and acceptance checks.
Records in scope
- Authority profile
- Requirement set
- Permit application
- Submission
- Review comment
Roles in the decision
- Permit coordinator
- Design reviewer
- Project manager
Checks before rollout
- Confirm ownership of requirement maintenance.
- Define packet completeness and submission evidence.
- Test revision, expiration, and resubmission handling.
Questions to settle
Questions to settle before configuring permitting and ahj workflows.
How are changing permit requirements handled?+
Requirement sets can be dated and versioned so the team reviews which set applies to a project and who approved that choice.
Can permit comments be linked to drawings?+
Review comments can be mapped to the affected submission and document version during implementation.
Does permit approval make a project install-ready?+
Not by itself. Material, customer, crew, interconnection, and other configured readiness checks may still remain.
Next step