workflow
Permit-to-PTO workflow assessment
Map permit, correction, inspection, interconnection, net-metering, and PTO records with clear ownership and dependencies.
01
Separate the workflows while keeping one project context
Building permits, inspections, and utility interconnection have different owners and evidence, but they affect the same project schedule.
- Requirement review
- Submission and correction
- Inspection readiness
- Interconnection and PTO
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Jurisdiction and utility context
- Packet, submission, and review
- Correction and resubmission
- Inspection, interconnection, and PTO evidence
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Requirement data source
- Document generation
- External submission portals
- Scheduling and billing dependencies
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Who validates requirements?
- What starts a correction loop?
- What makes an inspection ready?
- Which evidence confirms PTO?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.