Permit Type Configuration Instructions

Last modified on:

Overview

Configure the permits available within the Permit Groups.

Prerequisites

  • Access to the system's Menu and Setup tab.

Steps

Location

  • Click on a Menu button.
  • Select the Setup tab.
  • Click on Permit Type Setup.

Adding a Permit Type

  1. Click Add.
  2. Name: Enter the name of the Permit Type (e.g., Adult).
  3. Permit Group: Select the Permit Group associated with the permit type.
  4. Click Submit.

  1. Code: Enter the Code of Permit.
  2. Rez Object Type: Select the Rez Object Type associated with the permit.
  3. Length: Select the time period for the length of the permit (e.g., Days).
  4. Amount: Select the length of time (e.g., 1 for 1 Day Permit).
  5. Link To Occupants: If associated with an Occupant Type (e.g., Adult), select the required Occupant Type.
    - Amount Included: Select the amount included in the permit.
    - Rez Object: Select if the Rez Object Type is required to be recorded with the occupant.
    - Birth Date: Select if the Birth Date is required.
    - Priority: Order of Appearance.

  1. Permit Fee Product: If there is a permit fee/booking fee, select the product.
  2. Priority: Order of Appearance.
  3. Active:
  • Activate when the permit is available for purchase.
  • Deactivate when the permit is no longer available.

Permit Rates

  • Permit Rates are maintained in Product Rates Setup.
  • Click on a Menu button, select the Setup tab, and click on Product Rates Setup within Pricing and Rates.
  • Click on the + symbol next to Permit Types to view the permits.
  • Enter the permit rates for each permit.

Troubleshooting

  • Ensure all fields are filled correctly to avoid errors during setup.
  • Verify that the Permit Group and Rez Object Type selections are accurate to prevent configuration issues.