Permit Categories

Permit Categories

Overview

All permits are assigned a permit category and an optional permit type (a sub-classification of permit categories).

Searching Permit Categories

To view all available permit categories, navigate to Admin > Lookups > Permit Categories.

Adding or Editing a Permit Category

On the Permit Categories page, click the Add New Permit Category button to add a new permit category or click on an existing category to edit it.

The New Permit Category and Edit Permit Category pages are both organized into four tabs: Details, Dates and Deadlines, Default Schedules, and Validation Rules.

Details Tab

The following fields appear on the Details tab.

Field

Description

Notes

Key Details

Permit Category Code

The internal reference code used to identify the permit category.

 

Permit Category Description

A unique text description of the permit category.

 

Program Area

The program area to which the permit category applies.

 

Related Permit Types

Permit Type Required

The option to require a permit type for permits in this category.

 

Allow Permit Type Change On New Permit Version

The option to allow the permit type to be changed when creating a new permit version.

 

Related Permit Types

Permit types associated with the permit category.

 

Permit Numbering

Permit Number is Manually Entered

The option to allow users to enter the permit number.

Manually entered permit numbers must be unique within the permit category.

When this option is selected, new permits are automatically assigned a permit number of “MANUAL#99999” (where “99999” is a randomly generated number), which users can override.

Permit Sequence Number Prefix

The numbering scheme used for the permit category.

The default scheme used in nVIRO is prefix + sequence number.

The prefix can be set at the category or type level. Type-level schemes take precedence, if defined.

To add a value to the dropdown list, contact a system administrator.

Alternate Number

An alternative permit number that may be used in addition to the nVIRO permit number. 

This may be helpful when relating permit information to external systems.

Other Settings

Coverage Inherits General Permit Expiration Date

The option to automatically apply the Master General Permit expiration date to new permits in this category.

This field only appears if Coverage Type is set to “Coverage under Master General Permit” and the Show Expiration Date checkbox on the Dates and Deadlines tab is selected.

Copy Features from Submission to Permit (new permits only)

The option to copy features specified on the submission to any permits created by submission workflows.

 

Copy Submission Workgroup/Processor to Permit as Permit Compliance Workgroup/Manager

The option to set the compliance workgroup and manager for permits created by submission workflows to match the submission workgroup and processor.

If this option is not selected when revising a permit, the compliance workgroup and user on the original permit are retained.

Expired Permit Shows as Site Alert and as Dashboard Priority Item

The option to display an alert on all functional area detail pages when a permit in this category has expired, and mark the permit expiration as a priority item on the external user dashboard.

These dashboard alerts are suppressed if a submission with a “Reissuance” action type is received prior to the expiration date.

Show Financial Assurances Tab

The option to show or hide the Financial Assurances tab for permits in this category.

Selecting this option indicates that permits in this category may have financial instruments defined.

Show Agency Contact Selection for Permit

The option to show or hide the Agency Contact field on the Permit Details page for permits in this category.

The Agency Contact field collects the agency contact’s name, email address, and phone number, which are displayed in the Agency Contact column on the Permits page. If this information is not entered, the compliance manager’s information is shown.

Show Project Activity Name from Related Submission on Permit Screens

The option to show or hide the project name for any submissions related to the permit on various pages.

This is useful for project-based permits, such as construction stormwater permits.

Permit Issuance prevents additional submission revisions

The option to prevent additional submission revisions after the permit is in effect.

 

Allow Internal User to Initiate a Permit Change Without Submitting a Form

The option to allow internal users to create a new permit version directly within nVIRO.

When selected, a Modify/Renew/Terminate button appears in the right sidebar of the Permit Details page.

Coverage Type

What the permit covers or how it is used. Options include:

  • Other (e.g., Individual Permit): The permit is issued as a standalone permit (most common).

  • Master General Permit: The permit is not issued to a particular facility; it is a “template” permit that defines the conditions under which other coverages or authorizations are linked.

  • Coverage under Master General Permit: When a workflow that yields coverage under the Master General Permit is added to a submission, users are prompted to select the applicable Master General Permit, unless the default Master General Permit is specified on the workflow template.

This is primarily used to categorize permits when flowing to ICIS-NPDES.

Permit Feature Display Mode

The display modes for the permit’s Features and Limits tabs, which control what feature information is collected. Options include:

  • Basic: No limit sets or limits can be added, and the Edit Permit Feature page only displays an Additional Comments field.

  • Limits Only: Limit sets and limits can be added, and the Edit Permit Feature page only displays an Additional Comments field.

  • Groundwater: Limit sets and limits can be added, and the Edit Permit Feature page displays fields specific to groundwater.

  • Surface Water: Limit sets and limits can be added, and the Edit Permit Feature page displays fields specific to surface water.

  • None: The Features tab is hidden, and features cannot be added.

For more information, see the Permit Features page.

Periodic Invoicing

Show Periodic Invoicing Tab

The option to show or hide the Periodic Invoicing tab on the Permit Details page.

This option should be selected if the permit has a periodic fee assessed, such as an annual fee.

Default Fee Category (new permits only)

The default fee category to assign to new permits.

This field only appears if the Show Periodic Billing Tab option is selected.

For modifications to existing permits, fee information is copied from the previous permit version.

Default Fee Type (new permits only)

The default fee type to assign to new permits.

This field only appears if the Show Periodic Billing Tab option is selected.

For modifications to existing permits, fee information is copied from the previous permit version.

Integration

ICIS Permit Type Code

If applicable, the permit type code used to flow permits in this category to ICIS-NPDES.

 

ICIS Data Group Codes (semicolon separated)

If applicable, the data group code(s) created by the ICIS-NPDES batch data flow for permits in this category.

 

Multiple codes can be entered using a semicolon to separate each code (for example, “G2A;G2B”).

For more information, see the official ICIS-NPDES documentation.

Default Program Components

Component Type

The type of program component added.

 

Addition Type

Whether the program component is added as a new component or as a copy of an existing component.

 

Required

The option to require the program component on permits in this category.

Selecting this option triggers a validation error if a user attempts to set the permit status to Issued/In Effect while the required program component is missing or any required fields are blank.

Dates and Deadlines Tab

The following fields appear on the Dates and Deadlines tab.

Field

Description

Notes

Issue Date Determined By

The method used to determine the permit’s issue date.

 

Effective Date Determined By

The method used to determine the permit’s effective date.

Selecting “Custom Rule” enables a Days From Issue Date field.

Show Expiration Date

The option to allow users to set expiration dates for permits in this category.

If this option is not selected, permits in this category do not expire, and fields related to permit expiration are hidden.

Expiration Date Determined By

The method used to determine the permit’s expiration date.

This field is available if the Show Expiration Date option is selected.

Expiration dates are only auto-filled if left blank.

Selecting “Custom Rule” enables Years From Effective Date and Days from Effective Date fields.

If the Coverage Type is set to “Coverage under Master General Permit” and the Coverage Inherits General Permit Expiration Date option is selected on the Details tab, then this field automatically populates with “Inherited from Master General Permit” and cannot be edited.

Negative numbers can be entered in the Years From Effective Date and Days from Effective Date fields. For example, for a NPDES permit, a user may choose 5 years and -1 days.

Action to Perform Upon Permit Expiration

Preferences for updating the permit’s status when the permit expires.

 

This field is available if the Show Expiration Date option is selected.

“Set to ‘Expired’” is the default behavior for new permit categories.

Expired is an active status, which allows submission of permit change forms and schedules, periodic billing, and other actions. Expired - Inactive is an inactive status, similar to Terminated and Closed.

Automatically Extend Permit Upon Expiration

The option to automatically change a permit’s status to Extended when its expiration dates passes and a newer draft version of the permit exists.

This field is available if the Show Expiration Date option is selected.

Next Application Due Date

The option to show or hide the Next Application Due Date field and set it as required or optional.

Users are encouraged to use permit schedules instead of this option, as they provide automated reminders and streamline the renewal process, including completion and submission.

Selecting “Optional” or “Required” enables Days Before Expire Date that Renewal is Due and Days Before Renewal Due Date that Permit shows as Priority on Dashboard fields.

Default Schedules Tab

The following fields appear on the Default Schedules tab.

Field

Description

Notes

Linked Schedule Templates

The default schedule templates to include on new permits in this category.

Schedule templates set at both the permit category and type levels are added to new permits.

Allow Transferring Schedules Between Different Permits

The option to allow schedules to be transferred between permits.

When a change of ownership occurs, existing schedules and due dates are retained.

This feature is only available when adding a new permit.

Default Compliance Workgroup

The default compliance workgroup to assign to new permits in this category.

The default compliance workgroup is applied to new permit versions and revisions only when the existing permit does not already have a compliance workgroup assigned.

Validation Rules Tab

The following fields appear on the Validation Rules tab.

Field

Description

Notes

Validation Rules

The rules that must be satisfied before a permit status can be changed from Draft to Issued/In Effect.

 

Required Affiliation Types

The affiliation types that must be defined for the permit to be issued.

For more information, see the Affiliation Types (Roles) page.

Saving Changes

To save changes, click the Save button. A message will display confirming the save. To cancel saving or return to the list after saving, click the Cancel button.

Activating or Deactivating a Permit Category

The current status of the permit category is shown in the right side panel. Use the Inactive | Active toggle to activate or deactivate the permit category.