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. Add documents/pictures in the Gallery tab if it is needed.
  7. 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.
  5. 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.

  6. 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.
  7. Set Permit Status to "Pending".
  8. Add documents/pictures in the Gallery tab if it is needed.
  9. Click Save.
    The assigned permit/license is shown in the grid.