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• Add to a specific Permit. This must be enabled as a Permit Category configuration setting.

• Add to a specific Compliance Action.

• Add directly to a Site from the Site Financial Assurance List screen, if the system has been configured to allow this using a global deployment setting.

To Create a new Financial Assurance record, navigate to the Financial Assurances Tab of the correlating record:

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Click Add Assurance and input fields as applicable:

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Financial Assurance Permissions

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