Description: Add a permit to a site, attach the permit document, and set reminders so you're warned before it expires.

Overview

ComplianceGo stores your permits against the sites they cover and watches their expiration dates for you. Set a permit up once with reminders, and you get warned before it lapses instead of finding out afterwards.

📝 ComplianceGo doesn't renew the permit. The reminder is a prompt to go and renew it with whoever issued it — your city, your state, or another authority. Nothing is submitted on your behalf.

Permits with a problem also surface on your dashboard under Expiring or Expired Permits.

Before You Begin

You need edit or inspector access to the site.
Have the permit number, its effective and expiration dates, and a copy of the permit document.

Opening the Site's Permits

Open the site.
Under Documentation, click Site Permits.

You'll see every permit on the site. Each entry shows the permit name, its number, Effective Date, Expires date, description, and any attached files.

Adding the Permit

Click + Permit. The Add Site Permit page opens.
Fill in Permit Number. This is required.
Fill in Description. This is also required — use it to say what the permit covers.
Choose a Permit Type from the dropdown. It starts on Select permit type... The types in this list are configured for your organization, so yours will match the permits you actually issue or hold — for example a state construction stormwater permit, an industrial stormwater permit, or a local permit.
Leave Active switched on for a permit that's currently in force.

Setting the Dates

Set Effective Date — when the permit starts.
Set Expiration Date — when it runs out.

⚠️ A permit with no expiration date never warns anyone. Reminders are matched against the expiration date, so if you click Clear Date to remove it, nothing expires and no reminder is ever sent — however many reminders are set on the permit.

📝 The date pickers are limited to a valid range. If a date you need won't select, check the effective date first — the expiration range depends on it.

Setting Expiration Reminders

Under Expiration Reminders, set how far ahead of expiry you want to be warned. Each reminder is a number plus an interval — days, weeks, or months.

A new permit starts with one reminder set to 45 days. Change it to whatever notice you need.

To add another warning, click Add Reminder. Use the trash icon beside a reminder to remove it.

Reminders go to the people on the site's Notification Recipients list who have Permit Expire Reminder switched on. They aren't sent to everyone in your organization. The Assign recipients here link on this page takes you straight to that list.

Attaching the Permit Document

Under Permit Files, drag the permit onto Drop Permit Files Here, or use the button below it to pick the file.

Attached files appear on the permit with their upload date, and anyone with access to the site can download them.

📝 The document isn't required. The permit saves without a file attached; the dates and reminders are what drive the warnings.

Saving the Permit

Click Save. (Use Cancel to back out without saving.)

The permit now appears on Site Permits.

You can change it later at any time — open Site Permits, click the permit's title to reopen it, adjust what you need, and click Save again. Reminders, dates and files can all be edited after the fact.

If Your Site Is Shared with an MS4

The permit form has a Restrict Editing to MS4 switch.

With it on, only the MS4 can change the permit. With it off, the operator can.

The switch only appears on sites that are shared with an MS4. If your site's header shows MS4: None, you won't see it — there's nothing to restrict.

What Happens Next

ComplianceGo checks permit expiration dates on a schedule.

When a permit reaches a reminder you set, a reminder notification goes to the site's notification recipients.
If it passes its expiration date, it counts as expired.
Either way, the site appears on your dashboard under Expiring or Expired Permits, which totals this across all your sites.

FAQ

Q: A permit expired and I never got a reminder.

A: Either no expiration reminders were set on it, or the Expiration Date was left blank — a permit with no expiration date never warns anyone. Open the permit, add a reminder, and check the date.

Q: The reminder went to the wrong people.

A: Reminders follow the site's notification recipients, not your organization as a whole. Open Notification Recipients on the site and check who has Permit Expire Reminder switched on.

Q: I can't save the permit.

A: Permit Number and Description are both required. Fill in both, then save again.

Q: A date I need won't select.

A: The pickers enforce a valid range, and the expiration range depends on the effective date. Set Effective Date first, then the expiration date.

Q: I can't edit a permit on a site shared with an MS4.

A: Restrict Editing to MS4 is turned on, so the MS4 owns this permit. Contact them to make the change.

Q: A permit shouldn't count any more, but I don't want to delete it.

A: Open it and switch Active off. The permit and its files stay on the site as a record.

Q: What Permit Types will I see?

A: The list is configured for your organization, so it matches the permits you actually issue or hold. If a type you need is missing, ask your administrator.

Setting Up Notification Recipients for a Site
Managing People and Roles on a Site
Marking Up a Site Map

Tracking Permits and Expiration Dates