Before creating permits, you must first set up permit issuers within the system. By adding permit issuers, you can define custom notification periods, set default costs for obtaining permits from a specific organization or council, and link them to an item classification for invoicing purposes.
How To Create a Permit Issuer
Navigate to Plans/Permits on the sidebar
Select Permit Issuer tab
Click +New
Add the Permit Issuers Name, Abbreviation, Item Classification, Default Cost, Notification Period and any Description.
Select Permit Issuer State
Click Create