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Regenerating
Permits 
Staff will want to regenerate permits whenever there has been a change to the status of that permit (as explained in the Editing Permits section above on Pages 4/5).
Additionally, if there is ever a time where the
downloadable permit is not displaying properly or when a “Page not found” error
occurs, selecting the Regenerate Permit button
, can help
solve the problem.
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 permit from the Browse Permits window.
Just search for the permit 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 permit 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:
Adding
Notes
** Residents will NOT see any notes that have been added to their account or permit.
To add notes
to a specific permit 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 Account Wide or Permit Specific:
If there are
multiple permits and you wish to leave a note on only one, find the [Selected
Permit] option to make sure you are on the correct permit. Then select Add Note
followed by Save.
Once a note
has been added to a specific permit, Staff will see a notification icon
attached to the Note button.
After Notes
are added to permits/accounts, Staff will be able to see all updates or
important concerns related to that user or that particular permit:
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