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Standard Formatting
Help pages should follow a standard for headers and sub-topics. Formatted headers will automatically display under the "On this page" section on the right of each page.
Bullet Points
- Use bullet points when listing out steps.
Use of Macros
Code Block
Use the "Code Block" macro when including sample of code in the help documentation.
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<<foreach [ permit in permits.OrderBy(e => e.permitNum)]>><</foreach>> |
Tables
Use tables to organize lists and columns of data.
Info Macro
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Use the "Info" macro for important or additional pieces of information that should be called out in the help page. |
Tip Macro
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Use the "tip" macro for helpful tips and tricks. |
On this page
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Sub-Topics
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Overview
Permits are classified into a permit category and an optional permit type. Permit types are an optional sub-classification of permit categories.
Managing Permit Types
To manage permit types, navigate to Admin > Lookups > Permit Types. The Permit Types List screen displays all available permit types.
Adding or Editing a Permit Type
From the Permit Type List page, either click the Add New Permit Type button or click Open to view/edit an existing permit type. The Edit Permit Type page opens:
The following fields are displayed on the Edit Permit Type page:
Field | Description |
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Permit Type Code | The internal reference code used to uniquely identify the permit type. |
Permit Type Description | The text description for the permit type. This value must be unique. |
Permit Number Prefix | Allows selection of a permit numbering configuration consisting of a prefix plus a sequential number. |
Permit Categories | Identifies the permit categories for which this permit type is valid. This is always displayed read-only. If the type/category association needs to change, it must be done from the permit category lookup edit screen. |
Default Fee Category | Specification of a default fee category that is automatically added to permits of this type at time of creation. |
Default Fee Type | Specification of a default fee type that is automatically added to permits of this type at time of creation. Fee types are based on fee category. |
Linked Schedule Templates | Indicates the schedule templates (form sets) to include by default on a new (v1.0) permit of this type. Default schedules may also be set for specific permit categories. Schedule templates specified at the permit type and category are additive (i.e., if specified at both the category and type level, they will both be added). |
Default Program Components
Program components can be configured to be added by default to corresponding permit categories and types. Default components listed at the permit category and type level will be added to the permit. If the same component type is added at both levels, the configuration on the permit type will take precedence.
Default Program Components | |
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Component Type | Indicates the program component to be added by default. |
Addition Type | Indicates whether the program component will be added as a new component or as copy of a previous component. |
Saving Changes
To save changes, click the Save button. A message box opens, prompting the user to confirm the save. To cancel saving or to return to the list after saving, click the Cancel button.
Inactivating or Activating a Permit Type
The Status field displays in the right side panel. The Inactive | Active toggle control activates or inactivates the permit type.