Civic software 365 Glossary
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Applicant – A person or organization submitting a request, permit, or form.
Application – A formal request submitted for review (permits, licenses, services).
Approval – Official confirmation that an application or request meets requirements.
Assessment – An evaluation of a property, case, or service need.
Assignment – Work or a case given to a staff member or department.
Backlog – Pending items waiting to be reviewed or completed.
Business License – Permission for a business to operate within a jurisdiction.
Building Permit – Approval needed for construction, renovation, or structural changes.
Case – A record or file representing a request, complaint, permit, or issue tracked through completion.
Case Notes – Documentation or updates added by staff to a case.
Citizen Portal – Online hub where residents submit requests, track status, and access services.
Compliance – Meeting all rules, codes, or regulations.
Conditional Approval – Approval granted with specific requirements or changes needed.
Dashboard – A visual overview of key metrics, tasks, and updates.
Document Upload – Adding required files to an application or record.
Due Date – The deadline for completing a task or review.
E-Form (Electronic Form) – A digital version of a form used to submit information online.
Escalation – Moving a case to a higher-level reviewer or supervisor.
Event Permit – Approval required to host public events.
Fee Schedule – The list of costs associated with applications, permits, or services.
Final Inspection – The last review before approving or closing a project or permit.
Follow-Up – Additional action required to complete a case or request.
General Inquiry – A non-urgent question or request from a resident.
Geo-Tagging – Attaching a location to a case or request.
Hold – A temporary pause on a case until additional information is provided or conditions are met.
Historical Record – Past cases or applications retained for reference.
Inspection – An on-site review to verify safety, compliance, or standards.
Inspector Notes – Observations recorded during an inspection.
Intake – The process of receiving, recording, and routing a new request or case.
Jurisdiction – The geographic area or authority covered by a city, county, or agency.
Knowledge Base – A searchable library of articles, help guides, and FAQs.
License – Official permission to operate, conduct business, or perform regulated activities.
Location Data – The address or coordinates associated with a case.
Mobile Inspection – Conducting and recording inspections using a mobile device.
Mapping – Visualizing cases or data on a map.
Milestone – A significant step in the case or permit lifecycle.
Notice – A formal communication or alert sent to applicants or staff.
Non-Compliance – Not meeting required rules or standards.
Online Submission – Sending applications or requests electronically.
Outreach – Communication efforts to inform, engage, or support the community.
Permit – Official authorization for construction, events, utilities, or other regulated activities.
Plan Review – Examination of submitted plans to ensure compliance with codes.
Public Request – Any inquiry or issue submitted by a citizen (pothole, complaint, service need).
Queue – The line or order of cases awaiting review.
Review – Examination of submitted information for accuracy and completeness.
Routing – Automatically or manually assigning a case to the correct department or staff member.
Reinspection – A follow-up inspection after issues are corrected.
Service Request – A resident’s request for city services (repairs, maintenance, concerns).
Status Update – A change or progress note on a case.
Submission – Completing and sending an application or form for processing.
Task – An action item required to progress a case or permit.
Timeline – The sequence of events or deadlines related to a case.
Tracking Number – A unique ID assigned to a case for monitoring its progress.
Upload – Adding documents, photos, or forms to a case.
Utility Permit – Approval for work involving water, power, sewer, or other public utilities.
Violation – A breach of rules, codes, or ordinances.
Verification – Confirming information, identity, or compliance.
Workflow – The step-by-step process that a case follows from start to finish.
Work Order – Instructions issued for field or maintenance work.
XML Export – A data format used for transferring information between systems.
Year-End Report – A summary of annual activities, cases, or performance metrics.
Zoning – Rules governing how land and buildings can be used.
Zoning Clearance – Confirmation that a proposed activity meets zoning requirements.
