Clone and Edit Permit Types
Purpose
To demonstrate how to clone and edit a permit type internally.
Related Articles
Video
Instructions
1. Click on Permits.
2. Click on Permit Types.
3. Click on Clone icon of the Permit Type that you want to clone.
4. Create a new name for the Permit so it can be distinguished from the copied Permit.
5. Click on Clone to continue or Cancel to end the process.
6. The system will confirm that you want to clone this Permit type and show the name that you have created. Click on Confirm to continue with the process or Cancel to end.
7. Once you have created the new Permit, you will find it in the list and can edit it from the Actions icons.
The new permit will also not be Active until you have made your changes and activated the permit.
8. Fields that will be copied are as follows:
- IFC Permit Class
- Workflow
- Default Duration
- Responses
- Response Deadline
- Plan Review Time Additions
- Custom Data Fields with auto numeric suffixes to all Field Titles (see below)
- Form Layout > Permit Forms
- Automation Settings
- Email Settings
- Community Connect Settings
- Created By / Last Edited By will be the User who performed the Clone
9. Example of automatic numeric suffix of the Field Title.
Related Articles
Create and Edit Permit Type
Purpose The purpose of this Knowledge Base Article is to learn how to create and edit permit types. Related Article Adding Custom Data Fields to Permit Type Inspection Type - Part 4: Email Video Instructions NOTE: Permit Types can be cloned from one ...Managing / Creating Exposure Types
Purpose Statement This article explains how to manage and create custom Exposure Types within the Health & Wellness module. Exposure Types help categorize different types of occupational exposures for documentation and reporting purposes. Background ...Fixed Burn Permit Expiration Date
Purpose To explain how to set a fixed expiration date for Burn Permits Video Directions 1. Navigate to Historic Permits Module 2. Click on Permit Types 3. Navigate to the Actions Column 4. Click on Edit 5. Update Permit Type Window will open 6. ...Documenting a Plan Review for a Permit
Purpose To demonstrate how to document a Plan Review when issuing a Permit. Related Articles Create and Edit Plan Review Types Creating a New Permit Invoicing Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. ...Setting up Work Types
Purpose To explain how to create and edit Work Types in the Scheduling Module. Video Directions 1. Click on Scheduling>Setup. 2. Click on Work Types. 3. Click on Add Work Type. 4. Type in the Work Type name and a shortcode. 5. Is Shift Type: If ...