The Permit Type Setup module allows users to speed up filling out a work permit record. It allows an agency to setup several standard permit types and their fees. They can then attach other fee information and checklist items. When a permit type is added to the permit record all of the attached fees and checklist items are brought over too.
Header Data
The header fields contain general information to identify each permit type. It appears at the top of the module window and remains visible as users navigate through the module's tabs.
Field |
Function |
Permit Type Setup Rec # |
This is the system record number. It is automatically filled out when a record is created and saved. |
Permit Type ** |
Select the type of permit this setup record is for. There can only be one setup record for each type of permit. |
Permit Type Fee |
This is how much the permit will cost. It can be filled out manually but is automatically calculated by finding the sum of all the Permit Fee records attached to the setup record. |
* Required Field
* Must be unique
Permit Fees Tab
This tab contains a grid that allows users to break down the fees that are charged for a permit of this type.
A sample of the grid appears below
Checklist Items Tab
This tab contains a grid that allows users to setup a list of items that need to be completed or reviewed.
A sample of the grid appears below
At the bottom of the grid there are reorder arrows. Select a checklist item in the grid and use the up down arrows to change it's position in the checklist.
How To Load an Existing Checklist
