Adding a Permit or License

Permit and license types are managed within Assets → Permit / License.
New types can be added to support tracking, renewal, and assignment across equipment, employees, customers, and locations.

Creating a New Permit / License Type

1. Open the Permit Overview Panel

• Navigate to Assets → Permits & Licenses.
• Right‑click anywhere on the left‑hand panel labeled Permit /License Overview.

2. Enter Permit / License Details

In the creation window:

• Specify the type of permit or license.
• Enter a name (example: Vehicle Registration).
• Indicate whether the permit or license is renewable.
• If renewable, define the renewal frequency in days.
• Select the region.

3. Save the Record

• Select Save to add the new permit or license type to the list.