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Clone and Edit Permit Types

Purpose Statement

The Clone and Edit Permit Types feature allows administrators to create a new Permit Type by duplicating an existing Permit Type configuration.

Cloning provides a starting point for Permit Types that share similar settings, workflows, Custom Data Fields, forms, and other configurations. After cloning, administrators can modify the new Permit Type without having to configure it from scratch.

Background Information

Cloning a Permit Type can help agencies maintain consistency when creating similar permit configurations.

When a Permit Type is cloned, the new Permit Type is created with Clone appended to its name. The cloned configuration can then be opened and modified independently based on the requirements of the new Permit Type.

The supplied workflow identifies the following items as being copied:

  • Permit name, with Clone added
  • IFC Class
  • Workflow
  • Default Duration
  • Responses and Response Deadlines
  • Plan Review settings and timelines
  • Options
  • Custom Data Fields
  • Forms
  • Email configurations
  • Business Portal settings, including notifications and attachments

Custom Data Fields are copied with a numeric suffix added to their names.

Required Permissions

Users performing this workflow need applicable permissions related to:

  • Permits Module access
  • Permit Type administration
  • Creating and editing Permit Types
  • Cloning Permit Types

Exact permission names may vary depending on agency configuration and assigned user roles.

Video

Step-by-Step Guide

1. Navigate to Permit Types

  1. Navigate to Permits.
  2. Select Permit Types.

 

2. Clone the Permit Type

  1. Locate the applicable Permit Type.
  2. Under Actions, select the Clone icon next to the Edit pencil.
  3. Allow the system to process the clone.


 3. Locate the Cloned Permit Type

  1. Confirm that a success message appears.
  2. Locate the newly created Permit Type.

The new Permit Type will have Clone appended to its name.

 

4. Review the Cloned Configuration

  1. Open the cloned permit by selecting the pencil icon under Actions

  2. Review the information copied from the original Permit Type, including:
  • Permit Name
  • IFC Class
  • Workflow
  • Default Duration
  • Responses
  • Response Deadlines
  • Plan Review settings and timelines
  • Options
  • Custom Data Fields
  • Forms
  • Email configurations
  • Business Portal settings

Note: Copied Custom Data Fields are renamed with a numeric suffix.

 

5. Edit the Cloned Permit Type

  1. Update the Permit Type name as needed.
  2. Review and modify the applicable configuration.

Depending on the Permit Type, this may include updating:

  • Duration
  • Options
  • Workflow
  • Custom Data Fields
  • Forms
  • Email configurations
  • Business Portal settings

 

6. Save the Permit Type

  1. Review the updated configuration.
  2. Select Save.
  3. Close the Permit Type configuration when finished.
  4. Review the completed Permit Type as needed.

 

7. Delete an Unneeded Clone

If a Permit Type was cloned by mistake or is no longer needed:

  1. Return to the Permit Types list.
  2. Locate the cloned Permit Type.
  3. Use the available Delete action to remove it.

Best Practices

  • Rename a cloned Permit Type so users can clearly distinguish it from the original.
  • Review all inherited settings before using the cloned Permit Type.
  • Do not assume that every inherited setting should remain unchanged.
  • Review workflows, response deadlines, Plan Review settings, forms, emails, and Business Portal configurations.
  • Review copied Custom Data Fields and their updated names.
  • Test the cloned Permit Type after making configuration changes.
  • Document significant differences between similar Permit Types to make future administration easier.

Troubleshooting & FAQs

How do I know which Permit Type is the clone?
The newly created Permit Type has Clone appended to its name.

What information is copied when I clone a Permit Type?
The supplied workflow identifies the Permit Name, IFC Class, Workflow, Default Duration, Responses and Response Deadlines, Plan Review settings and timelines, Options, Custom Data Fields, Forms, Email configurations, and Business Portal settings as copied elements.

What happens to Custom Data Fields when a Permit Type is cloned?
The Custom Data Fields are copied and receive a numeric suffix in their names.

Can I edit the cloned Permit Type?
Yes. Select the Edit pencil under Actions and modify the cloned configuration as needed.

Does cloning replace the original Permit Type?
No. The workflow creates a new Permit Type with Clone appended to its name, which can then be edited separately.

Can I delete a Permit Type that I cloned by mistake?
Yes. The provided workflow includes the option to delete an unneeded cloned Permit Type from the Permit Types list.

Should I review the settings after cloning?
Yes. Review the copied configuration and modify the cloned Permit Type to meet the requirements of the new permit workflow before using it.