Permit Writer User GuidePermit Writer User Guide\Build Permits
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  1. First, complete the process of modifying templates and assigning Sections to the Industry or Group in the Permit Sections screen.
  2. Go to Build Permits from the Permit Writer Main Menu.
  3. Choose the Industry or Group.
  4. Click on the Build Now! Button.
  5. Confirm that the “Status” field shows “Built” showing that no problems were encountered.
  6. After creating the Permit, you can edit the MS Word Document with additional information that applies to that Industry’s Permit. 
  7. After the Permit is built, the Expiration Event (if one existed) is updated with a comment indicating the Permit was printed / sent. The linked Document location of the most recent Permit created is also stored in the Expiration Event (in addition to the link in the PERMIT Note in the Industry Management Notes tab).

 

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Select by:

 

Industry: Allows you to select, and work with permits for a single Industry one at a time.

Group: Allows you to select, and work with permits for a whole group of Industries at the same time.  These groups are created in the Industry Groups Section of the software

Industry No:

Use the Industry No: pull-down listing to select which Industry’s Permit information you want to view. Type in the first few letters and Linko will jump to that Industry.

Industry Name:

Use the Industry Name: pull-down listing to select which Industry’s Permit information you want to view. Type in the first few letters and Linko will jump to that Industry.

Industry Group

Select an Industry Group from the pull-down listing to display their permits in the window. Only visible when “Select by: Group” is chosen.

Status Message

Sorts the listing of Records depending on the Status of the Permit creation process records associated with the Industry:

 

1.     Show All: displays the records for all the Permits that were created today – the date the user is viewing the listing

2.     Built:   displays the records for all the Permits that were created today – the date the user is viewing the listing – with a Status of “Built”

3.     Unable to Build:  displays the records for all the Permits that were created today – the date the user is viewing the listing – with a Status of “Unable to Build”

 

The status is also displayed in the lower left corner of the window.

Close

Exits the Build Permits window.

Build Now

The Build Now button uses the Sections assigned to the Industry in Edit Permit Sections and assembles them into one document for the Permit for the Selected Industry or Group.

Base Permit Style on:

 

Individual Template

 

 

Master Permit Style Template

 

When building the Permit which Microsoft word Style Template do you want to use in the final Permit document?

 

The Individual Template selection uses the style as saved in the separate Individual Section Templates.

 

The Master Permit Style Template is stored as a separate Microsoft Word template file called “Permit Style.Dot”. This separate template can be modified with the style settings you want and then applied to the final Word Document created when the Permit is built.

 

Print All

Clicking on Print All will print the Permits for the listed Industries.

 

A separate  “Specify Print Options”  Screen opens where you can select the number of copies to print and confirm the default printer.

 

Edit Permit Style

Opens Microsoft Word with the "Permit Style.Dot” template open in order to modify the Style contained in the Template. This style is used when the “Base Permit Style on Master Permit Style Template” is selected and will apply to the all Sections that are assembled into the final Permit.

Magnifier Glass / Details

Click on details to enter the Permit Section Details screen and manage print order, sections that are assigned, build schemas, add new sections, and edit templates.

Word

Use the Microsoft Word icon to open Word with the Permit displayed. Edit the Permit for that Industry as necessary and save the changes

Print

Click on the Printer icon to print the Permit for the selected record.

 

A separate “Specify Print Options” screen will open. See PRINT ALL above.

Delete Word Doc and Record

Click on the “Cross out” Red X delete symbol to delete the selected Permit from the hard drive and the record from the database.

 

Industry No. / Name

Number and Name of the Industry.

Effective

Shows the Date Effective of the Permit as kept in the record. The Date Effective for the Permit is pulled from the “Effective Date” field under the Industry Dates in Industry Management at the time that the Permit is built, and it may be blank.

 

One Industry can list multiple records for multiple Permits each having a different Date Effective.

 

Your Permit creation process should include updating the “Effective Date” prior to building the Permit with Permit Writer.

 

Renewal

Shows the Renewal Date for the Permit. The Renewal Date is pulled from the “Next Renewal” Date field under the Industry Dates in Industry Management at the time that the Permit is built, and may be blank.

 

This field is updated by Permit Events of Type “Renewal.” If you have not created events of this type for the Industry then no value will be displayed.

 

Your Permit creation process should include creating Permit Renewal Events prior to building the Permit with Permit Writer, and allows you to track the last time the Permit was renewed as well as the next time it is scheduled to be renewed.

 

Expiration

Shows the Expiration Date of the Listed Permit as kept in the record. The Expiration Date for the Permit is pulled from the “Expiration Date” field under the Industry Dates in Industry Management at the time that the Permit is built, and may be blank.

 

This field is updated by Permit Events of Type “Expiration.” If you have not created events of this type for the Industry then no value will be displayed.

 

Your Permit creation process should include creating Permit Expiration Events prior to building the Permit with Permit Writer.

Created

Displays the date that the Permit was built in Permit Writer.

Status

Three different status descriptions for a Permit Record may appear:

1.     Built – at least one Permit has been built for the Industry

2.     None Exist – no permits have been build for the Industry

3.     Unable to build – a Permit build was attempted but did not succeed

 

 

 

 

 

 


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