Template casework

Manage application form steps, assessment checklist versions and export mappings.

Assessment version

Published residential checklist

Sections

Assessment sections

Form steps

Guided application sections

Published

Active template families

Published configuration families.

Template	Version	Source	Status	Owner
Residential assessment checklist	2024.01	asses form.pdf	Published	Permits
Building permit application	2026.07	app form.pdf	Published	Customer intake
PermAssist export mapping	0.1	Internal adapter	Draft	Operations

Residential assessment scope.

Act, regulations, NCC and RBS appointment

Building classification and project scope

Title, planning and property controls

Builder, owner-builder and practitioners

Water, easements, drainage and site controls

Demolition, protection work and public protection

Release discipline.

Draft revisions before publishing

Record source document

Keep old assessment revisions locked