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Permits Customizations

1. Client and Project Tabs
1. 1.1. General
2. 1.2. Attributes
3. 1.3. View Options
4. 1.4. Masking
5. 1.5. Labels

Module customization enables you to set defaults and set up workflow routing, where applicable, for the Permits business processes. There are two types of defaults:

Client level defaults are set in MaintenanceData MaintenanceModule Customization.
Project level defaults are set by selecting the Customize button within the Module.

Available customization choices at the Project level are similar to the Client level, with a few exceptions.

Client and Project Tabs

General

Establish the numbering format for your Permits.

Attributes

Establish default Permit attributes as described in the following table.

Only users with Change or better permission to the Module Customization module can change the Masking and labeling settings.

Attribute	Description
Agency	Defines a default value for the issuing company.
Applicant	Defines a default value for the applying company.
Applied	Defines a default value for the date on which the company applied for a permit. Example: Current Date - 2
Author	The author of the permit.
Bond	Defines a default value for the Bond amount.
Closed	Defines a default value for the date on which the permit is to become inactive. Example: Current Date + 365
Description	Defines a default description for the permit type.
Display Full Text in Log Fields	Displays the full text of the Description on the log. If you select this attribute, 255 character text fields will display the full text, with text wrapping as required. If you do not select this attribute, 255 character text fields will display only the first 47 characters, followed by ellipses (...). and the full text will display as a tool tip when the mouse hovers over the field.
Expected Issue	Defines a default value for the date on which the permit is expected to be issued. Example: Current Date + 5
Expected Refund	Defines a default value for the bond refund amount.
Expiration	Defines a default time span between the "Active" and "Expires" dates of the One Call Item. Constructware's default is 7 days.
Fee	Defines a default value for the permit fee amount.
Inspectors	Defines default contacts to display in the Inspectors field.
Issued	Defines a default value for the date on which the permit is issued. Example: Current Date
Linked Documents	Any documents that are attached to this Permit.
Notes	Defines a default text for any notes regarding the permit.
Permit No.	The number of the permit.
Refund	Defines a default value for the refund amount.
Refunded	Defines a default value for the date on which the refund was issued.
Request No.	Defines a default value for an additional numbering value of the permit. Example: Tabia - HVAC -
Reviewers	Defines default contacts to display in the Reviewers field.
State	The state of the Permit (Active or Void).
Type	Enables you to select a default value for the permit type from the list box.

View Options

Establish whether to display Standard Options (such as, Comments, Distribution and Linked Documents) as well as Header Options (such as, Fax and Phone numbers) on the printed Permit.

Masking

Allows you to hide or make certain attributes read only.

Labels

Allows you to re-label a standard Constructware attribute to meet your business terminology.