Toolkit

Loads an existing Permit Type, with its associated Fees and Checklist items, into the selected Permit. These options come from the Permit Type Setup module.

Open the Work > Permits > Permits module.
Click the button to expand the Work Permit record to which you want to add a standard Permit Type with related Checklist items and Fees.
In the Work Permit Type grid, click the button in the toolbar, and select Load Permit Type with Checklists and Fees. The following pop-up appears:
Select the desired Permit Type. (These options are established in the Permit Type Setup module.)
Click Select. The selected Permit Type now appears in the grid. Any Checklist items and Fees related to the new Permit Type appear as child-grid records. Expand the Permit Type record to view them.

Toolkit

Load Permit Type with Checklists and Fees