Automatically approve a permit after criteria have been met
Purpose
- The purpose of this Knowledge Base Article is to demonstrate how to automatically approve a permit when invoice criteria has been met.
Video
Instructions
NOTE: Permits have to be in automatic permit workflow to allow the automatic permit approval system to operate.
1. Click on Permits.
2. Click on Permit Types.
3. Click on Add New Type or Edit to edit an existing permit type.
4. Click on Automation.
5. Enable Automation.
6. Enable Linked Invoices.
7. Criteria Option #1: Select The permit and invoice are linked.
- When the permit's linked invoice(s) are paid in full, it meets the criteria.
- A permit can be linked to one or more invoices.
- NOTE: Step 2 default is the Effective Date is when the permit is approved, when all the criteria have been met.
8. Criteria Option #2: Select The permit is linked to an inspection series where there is a linked invoice.
- For a permit linked to the inspection to be approved, all invoices linked to that permit (even if they are not linked to the inspection) must be paid in full.
9. Criteria Option #3: Standard Responses for Linked Inspections
- The permit will be automatically approved when no fail
and/or citations exist for the linked inspection series.
- Select the Appropriate Inspection Responses:
10. Effective Date for the Permit Option #1: Select The Effective Date is when the
permit is approved, when all the criteria have been met.
- NOTE: This is the only
option for Criteria Option #1 The permit and invoice are linked.
11. Effective Date for the Permit Option #2: Select The Effective Date is when the permit is approved, when all the criteria have been met.
- NOTE: This option is only allowed if criteria is set to The permit is linked to an inspection series where there is a linked invoice.
- When approving the permit, the effective date will be the “Completed At” of the series initial inspection, even if the invoice was linked to a re-inspection.
12. Email Option: Automatically email the permit once it’s approved through the automation process.
13. Save when done editing the Permit Type.
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