3.0 Facilities


CivicRec
®

Create and Edit a Permit

Note: Before you create a permit, please be sure you have a Permit Template Configured.

Instructions

 

Configure and Create Permit Template Options

Note: Before you create a permit, be sure you have Permit Template configured.

  1. Navigate to Configuration > Templates > Permit Templates
    012.png
  2. Select Create Permit Template button
    ShareX_2017-11-27_08-14-45.png
  3. Fill in fields
    • Basics: Enter a Name, Header, and Footer
      Screen_Shot_2017-11-21_at_1.20.00_PM.png
    • Facilities: Select which facilities to apply the template to 
      Screen_Shot_2017-11-21_at_1.20.24_PM.png
  4. Select Save New Permit Template
    chrome_2017-11-27_08-16-27.png

 

Create a Permit 

  1. Navigate to Facilities > Permits
    chrome_2017-11-27_08-16-58.png
  2. Select one or more facilities from the list
    chrome_2017-11-27_08-17-51.png
  3. Enter desired times
    chrome_2017-11-27_08-18-49.png
    • Select Recurring to apply a recurring date option
  4. Select reservation(s) from the preview column
    Screen_Shot_2017-11-21_at_1.25.10_PM.png
  5. Search for user with User Lookup
    chrome_2017-11-27_08-19-55.png
  6. Select a user
    chrome_2017-11-27_08-20-25.png
  7. Select Notes to enter Reservation Notes and/or an Alternate Reservation Description
    chrome_2017-11-27_08-21-09.png
  8. Click Save
    chrome_2017-11-27_08-21-40.png
    • Note: Permit number automatically displays in Permit # box
      chrome_2017-11-27_08-22-11.png
  9. Select the reservation/s from the Preview Reservation column and select Bill Out to create an invoice
    Screen_Shot_2017-11-21_at_1.27.40_PM.png
  10. Select View to see the permit in PDF form
    chrome_2017-11-27_08-22-49.png
    • Note: Choose to email and/or print the permit
      chrome_2017-11-27_08-23-15.png
  11. To create an additional permit, at any time, select the New Permit icon to start the process again
    chrome_2017-11-27_08-23-59.png

 

Edit a Permit

  1. Select the Permit Look-Up tool
    chrome_2017-11-27_08-24-26.png
  2. Fill in fields
    chrome_2017-11-27_08-24-51.png
    • Customer Name
    • Date Range
  3. Press Search
    chrome_2017-11-27_08-25-20.png
  4. Select an existing permit
    chrome_2017-11-27_08-26-00.png
  5. Click out of the pop-up to navigate to make appropriate edits
  6. Select Save
    chrome_2017-11-27_08-26-33.png

 

Save as a Full Permit 

  1. Select the Save drop-down menu
    chrome_2017-11-27_08-26-59.png
  2. Select Save Permit
    chrome_2017-11-27_08-27-26.png

 

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