This article explains how to create and manage applicant types. Applicant types help categorize applicants and can be used throughout the permitting process.
Important Note:
This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 Database Management Guide instead.
View Applicant Types
View existing applicant types. Applicant types are displayed alphabetically in the applicant type list.
Sign in to your site:
Navigate to Admin Tools:
Select the Permits tile:
Click Applicant Types:
View the list of Applicant Types:
Note:
The permit use list is displayed in alphabetical order. Standard permit uses are shown in gray to indicate that they cannot be edited.
Add an Applicant Type
Create an applicant type to categorize applicants during permit setup and processing.
Sign in to your site:
Navigate to Admin Tools:
Select the Permits tile:
Click Applicant Types:
Click Add Applicant Type:
Enter the Applicant Type Name:
Enter the New Applicant Code Name:
Click the Save button:
Edit an Applicant Type
Update the name or code of an existing applicant type.
Sign in to your site:
Navigate to Admin Tools:
Select the Permits tile:
Click Applicant Types:
Make changes to the name and/or code as needed:
Notes:
Users can edit multiple Applicant Type Names and Applicant Code Names before saving.
Users can edit any values except the standard values shown in gray.
Click the Save button:
Delete an Applicant Type
Delete an applicant type that is no longer needed.
Sign in to your site:
Navigate to Admin Tools:
Select the Permits tile:
Click Applicant Types:
Click the Trashcan icon:
On the confirmation window, click the Delete Applicant Type button:
