Regenerating
Licences
Staff will
want to regenerate permits whenever there has been a change to the payment
status of that licence.
Changing
Payment Status
Staff may be
asked to take payment from residents in person should the resident prefer to
pay with cash or cheque. The staff member will be able to change the status of
the licence from the Browse Licences window.
Just search
for the licence or resident and select the Change Payment Status button . A pop-up will appear where the payment status can be
changed.
After
selecting the appropriate payment status, select Save.
There is
also the ability to Send Reminders for payment should a resident apply for the
licence online but not complete the payment process. Select the Change Payment
Status button to show the pop-up
window. Next select the Send Reminder Email:
Viewing
Licence PDF
If the
resident wishes to receive their proof of licence, staff are able to print off
the Licence PDF. Alternatively, the resident applying for the licence will also
have access to the Licence PDF from their account on the public website and
through their email.
When staff select they are re-directed
to another window where they can print the PDF:
Adding
Notes
To add notes
to a specific licence in order to increase the communication between Staff,
select the Notes button on the specific permit . A pop-up
will appear where you can see, edit or delete previous notes or add new notes:
To add a
note, type the note in the text box and select whether it is an Account Wide or
Licence Specific note:
If there are
multiple licences and you wish to leave a note on only one, find the [Selected
Licence] option to make sure you are on the correct licence. Then select Add
Note followed by Save.
Once a note
has been added to a specific permit or account, Staff will see a notification
icon attached to the Note button.
After notes
are added to licences/accounts, Staff will be able to see all updates or
important concerns related to that user or that particular licence:
** Residents
will not see any notes that have been added to their account or licence.