1.           Update the Industry Management screen.

a.    Choose the Industry you want to build a permit for.

b.    Create a Permit Expiration event.

                                       i.    This event populates the "Expiration Date" field under the "Industry Dates" Tab

                                      ii.    This is not necessary (but is useful!) for the creation of a Permit and makes "Expiration Date" information available to be used in Permit Writer.

1.    “Expiration Date” is used in the standard Cover_letter.dot Section Template in Permit Writer.

2.    Separately this event is now a scheduled Task / Event so you are effectively planning for the process of expiring the current Permit and creating the next one.

3.    Also you might consider your full Permitting sequence and also use the Permit - Invoice and Permit - Renewal event types to assist in scheduling and managing the Permit creation process.

4.    You can create more program specific Event types for managing your Permit program.

c.    Fill in the "Effective Date" and the "Application Date" for the Permit under "Industry Dates".   

d.    Confirm the address information.

e.    Confirm the Contact information.

                                       i.    The Contact information is used in the Permit_Body.dot and the Cover_letter.dot Section Templates in Permit Writer.

f.     Confirm the Industry related information you have in:

                                       i.    The Monitoring Point and Parameter Limits

1.    Permit Writer provides a number of different Section Templates with a variety of display options for Monitoring Point and Limit information.

                                      ii.    NOTES

1.    The Permit_Body.dot template in Permit Writer automatically pulls in the following Notes Types:

a.    Process Description (Note Type of PROCESS)

b.    DocNotes (Note Type of PERMIT)

c.    StatusNotes (Note Type of STATUS)

                                     iii.    CODES

1.    The NAICS_Reg.dot Template in Permit Writer automatically pulls in the NAICS codes under Industry Management Codes tab.

2.    The Categorical_Regs.dot Template in Permit Writer automatically pulls in the Categorical codes under Industry Management Codes tab.

3.    The MISC_Regs.dot Template in Permit Writer automatically pulls in the Miscellaneous codes under Industry Management Codes tab.

4.    The Significant_Regs.dot Template in Permit Writer automatically pulls in the SIC codes under Industry Management Codes tab.

 

2.           Open Permit Writer by choosing "Modules" from the Main Menu and selecting the "Permit Writer" item.

 

3.           For information purposes, check and see if the Industry currently has a Permit.

a.    Choose VIEW PERMITS from the Permit Writer Main Menu.

b.    Chose to "Select by: Industry."

c.    Type in the first few letters of the Industry Number or Name, or select the Industry from the Pull-down list.

d.    Use the "Status” Pull-Down to select "Show All" to list every Permit record associated with the Industry.

e.    Check the "Status" field in the Industry Listing to see if the Industry has a current Permit.

                                       i.    An Industry that has previous Permits built for it will show "BUILT".

                                      ii.    An Industry can have previously created Permits and no information in "Effective" or "Expiration" as these fields are populated with information from Industry Management and may not have been used when the Permit was created previously. See "Update the Industry Management screen" section above.

f.     You can review the previously created Permit by clicking on the Microsoft Word icon in the Permit listings.

g.    You can print the previously created Permit by clicking on the Printer icon, or by viewing the Permit in Word and printing from there.

h.    You can create a new Permit document by clicking the magnifying glass, which takes you to the Permit Section Details screen for that Industry.

 

4.           Create the new Permit document.

a.    Selecting the magnifying glass above takes you to the Permit Section Details screen. 

b.    The Section Templates currently associated with the Industry (if any) will be listed with their Print order sequence displayed.

c.    If necessary add new Sections to the Permit:

                                       i.    Select the Print Order for the new Section.

                                      ii.     Choose the Pull-Down in the “Section Name” field and select the Section Template to add.

                                     iii.    Click under the “Page Break” field to add a page break at the end of the Section.

d.    Click on Go to Build Permits and from the Build Permits screen, click on Build Now!

e.    If a Permit exists with a Created date of today, you will be asked if you wish to over-write it.

                                       i.    Choose “NO” if you want to keep the permit created earlier that day. 

                                      ii.    Choose “YES” to overwrite the permit created earlier that day. .

f.     After the Permit is built, you can make further modifications to it by clicking on the Word Document Link and editing the file.

g.    Print the Permit by clicking on the Printer icon.

 

 

A Schema is a named grouping of Permit Sections that can be applied quickly to an individual Industry or Group of Industries. After you build a Permit for one Industry, you can save the Permit Sections used in that permit as a Schema.  That schema can then be applied to other industries. 

1.           Choose Edit Permit Sections from the Permit Writer Main Menu.

2.           Choose "Select by Industry."

3.           Type in the first few letters of the Industry Number or Name, or select the Industry from the Pull-down list.

4.           Click on the "Details" button to open the Permit Section Details screen.

5.           Confirm that the selected Industry has the Permit Sections that you want to have in the Schema. Add / remove Sections as necessary.

a.    If building a Schema for an Industry Group, Confirm that any Permit Section specific to that Group has been included and updated.

6.           Click on the Save As Schema button.

7.           The “Save Permit Schema” screen will open.

a.    Enter in the Schema Name and a relevant description.

b.    Click on Save / Close.  You are returned to the Permit Section Details screen.

c.    Close the Permit Section Detail screen and you’re returned to the Permit Sections screen.

8.           From the Permit Sections screen, Choose the Industry or Industry Group you want to apply the Schema to

9.           Your selected Industry or Group of Industries will be displayed and you can see if Permit Sections have been Assigned

10.        Click on Apply Schema.

11.        The “Select Schema to Apply” screen will open.

a.    Click on Select next to the Schema you want.

b.    A “Delete and Replace Sections” warning will appear if Permit Sections are currently applied to the Industry.

                                       i.    You will have to choose “YES” to confirm that you want to remove the current Permit Sections for that Industry and replace them with the ones  - in the Schema.

c.    You will be notified that the Schema has been applied.

12.        To build permits for the Industries you just applied the Permit Schema to, close the Permit Section screen and select Build Permits from the Permit Writer Main Menu.