Creating/Editing Multi-Form in Permits

Creating/Editing Multi-Form in Permits

Purpose Statement

The Multi-Form feature in the Permits Module allows Fire/EMS departments to create standardized, customizable permit forms with department branding, contact information, and specific formatting options. This feature enables departments to maintain consistent documentation across all permit types while reducing manual form creation and ensuring professional presentation of official permits.

Background Information

Multi-Forms serve as templates for various permit types within your department's jurisdiction. These forms can include department logos, standardized headers and footers, contact information, and custom formatting to meet local regulatory requirements. The Multi-Form feature is commonly used for fire permits, inspection permits, occupancy permits, and special event permits. This functionality requires appropriate permissions and access to your department's digital assets (logos, images) for optimal customization.

Required Permissions

Users must have the following permissions to create or edit Multi-Forms in the Permits Module:

  • Permits Module Access
  • Multi-Form Creation/Edit permissions
  • Department Configuration permissions (for logo and branding elements)

Video


Step-by-Step Guide

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1. Navigate to the Permits Module.


Navigate to the Permits Module.



2. Select Multi-Permit Form.


Select Multi-Permit Form



3. Here users will see the Created Date, Created by, and when and by who the form was last edited.
  1. Users can also add any notes to this Permit form that they would like in the Notes section.


Here users will see the Created Date, Created by, and when and by who the form was last edited.



4. Next, the user can choose the header that they would like to use.
  1. Logo +Text will put a logo in the left of the form and text on the space to the right.

  1. Header as image will stretch and image across the top of the form.


Next, the user can choose the header that they would like to use.



5. Here is where you can add your logo or image for your form.


Here is where you can add your logo or image for your form.



6. Next, enter the Department Address Information.


Next, enter the Department Address Information.



7. Enter the Title that will be printed on this Permit Form.


Enter the Title that will be printed on this Permit Form.



8. Enter the Header information to be printed on form of this type.


Enter the Header information to be printed on form of this type.



9. Enter the Footer information to be printed on form of this type.


Enter the Footer information to be printed on form of this type.



10. Finally select the Contact Information that should be displayed.


Finally select the Contact Information that should be displayed.



11. Select Save.


Select Save.


Best Practices

  • Use high-resolution logos and images for professional appearance when printed
  • Keep header and footer text concise but comprehensive for regulatory compliance
  • Test print samples to ensure proper formatting and readability
  • Maintain consistent branding across all permit types
  • Review and update contact information regularly
  • Use descriptive titles that clearly identify the permit type
  • Add notes for complex configurations to assist future editors
  • Consider different header formats based on your department's branding needs

Troubleshooting & FAQs

Q: My logo appears distorted on the printed form. What should I do? A: Ensure your logo file is high-resolution (300 DPI minimum) and in a standard format (PNG, JPG). The Logo + Text option works best for square or rectangular logos.

Q: Can I create multiple Multi-Forms for different permit types? A: Yes, you can create separate Multi-Forms for different permit categories, each with specific headers, footers, and contact information.

Q: The header image is not displaying correctly. How do I fix this? A: For the "Header as Image" option, use wide-format images (landscape orientation) that will stretch appropriately across the form width.

Q: Who can see the notes I add to the Multi-Form? A: Notes are visible to all users with Multi-Form access permissions and serve as internal documentation for the form's purpose or configuration details.

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