Customer / Job Site Permit Assignments

Overview

Users can assign permits/licenses to jobsites. The assigned permits/licenses are visible in a specific grid in the Jobsite Information tab.

Specifics

Create/Edit Permit/License

1. Go to Assets -Permit/Lic - Rapid ERP shows you all permit/licenses, which are owned by your company in the left grid called Permit / License Overview. 
2. Double click on a permit/license to edit it.
3. To create a new one right-click on an empty cell of the grid and select Add New Permit/License.
   
   
4. In the Add/Edit Permit/License window select a type. If there is not a type, which corresponds with your document, click the drill icon and then the plus sign. In the Add/Edit Permit/License Type create a new type and Save it. The new type is selected and it is available in Type drop-down list from now on.
   
   
5. Type a name, which describes the permit/license.
6. Choose a region. You can add region by clicking on the drill icon and then on the plus sign, same way as a new type.
7. Press Save and the permit/license is ready for assignment.

Assign Permit/License to a jobsite

There are two methods by which you can assign permit license.

The first one is from Asset-Permit/Lic.

1. Click once on a permit/license from Permit / License Overview grid.
   
   
2. Move your cursor to the right to Permit/License Assignments.
3. Right-click on an empty cell from the grid and select Assign Permit/License - Job Site.
   
   
4. In the window select a customer from the drop-down list. Its available jobsites will load in the list bellow.
   
   
5. Set Permit Status to "Pending".
6. Set Expiry date and expiry reminder if needed.
7. Add documents/pictures in the Gallery tab if it is needed.
8. Click Save.
   The assigned permit/license is now visible in the Permit/License Assignments grid. Its parent type should be "Jobsite".

The second method is directly from a job.

1. Go to Jobs-Dispatch.
2. Double-click on a job and go to Jobsite Information tab.
3. In the upper right area there are two tabs called Lien History and Permit Assignments.
4. Click on Permit Assignments. All permits/licenses assigned to the job are shown here.
   1. Right-click on the grid and select Assign New Permit/Licenses to assign a new permit/license or double-click on an already assigned license to edit it.
      
      
5. The Add Permit/License Assignment window is open with the customer already selected together with a jobsite. Change or add a jobsite if it is needed.
   
   
6. Set Permit Status to "Pending".
7. Add documents/pictures in the Gallery tab if it is needed.
8. Click Save.
   The assigned permit/license is shown in the grid.