Summary

The Permit Setup Maintenance window is used to set up how the printed permit will be displayed.

Step by Step

1     Open the Permit Setup Selection window (BP> Maintenance> Permit Setup).

• The Permit Setup Selection window will display all of the Permit Setups that have been created in the application.
• Highlight a permit setup and click the Delete icon to delete the selected permit setup.
• Highlight a permit setup and click the Modify icon to edit the selected permit setup.
• Click the Create icon to create a new permit setup. This will open the Permit Setup Maintenance window.

2     Create a new Permit Setup.

• Enter a unique Code for the permit setup. Once the Permit Setup is saved, you will not be able to edit the Code field.
  • This code can be up to 10 alphanumeric characters long.
• Enter a Description for the new permit setup. This Description will appear on the Permit Setup Selection window.
  • The Description can be up to 60 characters long.
• The Logo Location is used to specify the path for your uploaded organization logo.
  • Logos are uploaded to the application on the SS Setup window (SS> Utilities> System Setup).
• The Logo Options and City Options fields are used to specify how the city information and the optional logo will be displayed on the printed permit.
• Enter the desired Office Hours that will appear on the permit.
• Select a Print Fees option from the drop-down menu.
  • Select All on Permit to include every fee attached to the permit on the printed version of the permit.
  • Select None to create a printed permit that does not display any of the fees attached to the permit.
  • Select Only Fees with values to limit the fees included on the printed permit to those fees that create a billable line item on the permit record.
• Select a Print Valuations from the drop-down menu.
  • You must either include all or exclude all valuations on the printed permit.
• Check the Print Subcontractors toggle to include all contractors attached to the permit on the Subcontractor tab.
• Check the Print Total Due toggle to include the outstanding balance on the printed permit.
  • This amount is pulled from the Permit Balance field (BP> Maintenance> Permit> open a permit> General tab> Permit Balance field).

3     Complete the Comments and Field List tabs.

• The Header and Footer fields are used to create the header and footer that will appear on the printed report.
  • The Header will appear below the primary permit information. The Footer will appear at the bottom of the printed permit.
  • These fields can be up to 512 characters long.
• The Field List tab is used to specify which permit details will be included on the printed permit.
  • Check the toggle next to each field that you would like to include on the permit. Use the Select All and Deselect All icon drop-down menus to select or deselect multiple groups of fields.
• Click the Save icon when complete.
• Once the Permit Setup is saved, it can be used as a printed permit template when printing BP permits (BP> Maintenance> Permit> open a permit> Print icon  ).