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Knowledge Center

Clone and Edit Permit Types

Purpose Statement

The Clone and Edit Permit Types feature allows administrators to efficiently create new permit types by duplicating existing configurations. This streamlines the setup process by copying all settings, workflows, custom fields, and configurations from an established permit type, which can then be customized for specific departmental needs without starting from scratch.

Background Information

Cloning permit types is essential for maintaining consistency across similar permit categories while allowing for customization. This feature is commonly used when departments need variations of existing permits (such as different inspection schedules or approval workflows) but want to preserve the core structure and custom data fields. The cloned permit inherits all configurations including workflows, custom fields, automation settings, and email templates, saving significant setup time.

Required Permissions

To complete this task, users must have the following First Due permissions:

  • Permits Module Access: View and manage permit types
  • Administrative Permissions: Create, edit, and clone permit configurations
  • Permit Type Management: Full access to permit type administration

Video


 

Step-by-Step Guide

1. Navigate to Permit Types

  1. Go to Permits
  2. Select Permit Types
     

2. Select a Permit to Clone

  1. Locate the desired permit type
     

3. Clone the Permit Type

  1. Click the Clone icon (next to the edit pencil)
  2. Wait for the system to process the clone
  3. Confirm success message appears
  4. The new permit will appear with “Clone” appended to its name


 

4. Review Cloned Elements

The following items are automatically copied:

  • Permit name (with “Clone” added)
  • IFC class
  • Workflow
  • Default duration
  • Responses and response deadlines
  • Plan review settings and timelines
  • Options
  • Custom data fields (renamed with a “1” suffix)
  • Forms
  • Email configurations
  • Business portal settings (notifications, attachments, etc.)
     

5. Edit the Cloned Permit

  1. Open the cloned permit by selecting the pencil icon under Actions
  2. Update any fields as needed (e.g., name, duration, options)
  3. Adjust custom fields, forms, or workflows if required
     

6. Save Changes

  1. Click Save
  2. Close the permit configuration
  3. Review or audit changes if needed
     

7. Optional: Delete if Created by Mistake

  • If the clone is not needed, delete it from the permit list

Best Practices

  • Use clear, descriptive names that distinguish cloned permits from originals
  • Review all inherited settings before activating the new permit type
  • Test the cloned permit thoroughly before making it available to users
  • Document any modifications made to cloned permits for future reference
  • Activate permits only after all customizations are complete and verified

Troubleshooting & FAQs

Q: Why isn't my cloned permit showing up for users? 

A: New cloned permits are inactive by default. You must edit and activate the permit before users can access it.

Q: What happens to custom data fields when cloning? 

A: All custom data fields are copied with automatic numeric suffixes added to field titles to prevent conflicts.

Q: Can I clone a permit that's already been cloned? 

A: Yes, you can clone any existing permit type, including previously cloned permits.

Q: Will cloning affect the original permit type? 

A: No, cloning creates a completely separate permit type without affecting the original configuration.