Clone and Edit Permit Types

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. Click on Permits.
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Click on Permits.
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2. Click on Permit Types.
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Click on Permit Types.
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3. Click on Clone icon of the Permit Type that you want to clone.
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Click on Clone icon of the Permit Type that you want to clone.
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4. Create a new name for the Permit so it can be distinguished from the copied Permit.
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Create a new name for the Permit so it can be distinguished from the copied Permit.
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5. Click on Clone to continue or Cancel to end the process.
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Click on Clone to continue or Cancel to end the process.
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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.
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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.
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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.
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Once you have created the new Permit, you will find it in the list and can edit it from the Actions icons.
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8. Fields that will be copied are as follows:
  1. IFC Permit Class
  2. Workflow
  3. Default Duration
  4. Responses
  5. Response Deadline
  6. Plan Review Time Additions
  7. Custom Data Fields with auto numeric suffixes to all Field Titles (see below)
  8. Form Layout > Permit Forms
  9. Automation Settings
  10. Email Settings
  11. Community Connect Settings
  12. Created By / Last Edited By will be the User who performed the Clone
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9. Example of automatic numeric suffix of the Field Title.
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Example of automatic numeric suffix of the Field Title.

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.

Related Articles

  • Create and Edit Permit Type
  • Permit: Add/Edit Custom Data Fields

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