Permit Type Setup

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.

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.

How To

Make sure the setup record is in View mode.
Right click in the grid and select Add Record. The following popup will appear:
Select a Fee Item. This is required and must be unique for this setup record. Therefore a Fee item can only be used once per setup record.
Enter a Fee.
Save and Close the record.
The Permit Type Fee will be updated on the setup record.

Checklist Items Tab

This tab contains a grid that allows users to setup a list of items that need to be completed or reviewed.

How To

Right click in the grid and select Add Record. The following popup will appear:
Enter a Checklist Item.
Save and close the record.
Note: If checklist items need to be re-organized use the arrow keys under the grid.

Right click in the grid and select Load Existing Checklist.
This popup will appear with a list of permit type setup records that already have picklists:
Select a record and click Select.
The checklist will be loaded into the grid.

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.