In the Manage Permit Templates section, you can add and edit Permit templates, which will indicate what the resident interacts with. For example, the validity dates, costs of permits and the approval methods.

Creating a Permit Template:

To create a new permit template, select the Create Template button. It will take you to a new window where you can create the new permit template.

There are multiple options to modify to suit the needs of your department/municipality.  

1. Display Name – Name the template so it can be easily distinguished for record purposes. 
   
2. Permit Type – this is where you can assign the template to the permit type. You could have multiple templates under one type. For example, if the permit type was Open Air Burning Permit you could have the following templates: Burn Barrel, Agricultural, Camp Fire, etc.
   
3. Expiry Date – here you can set the expiry date. There are two options for setting the expiry date – (I) After Period; (II) On Date. 
   
1. After Period:
   
1.        If setting the permit to expire After a certain period of time (i.e., 7 days, 1 month, etc.) it will automatically initiate certain features. By selecting this setting along with a manual approval, as soon as that permit is approved, the date of approval will become the ‘Valid From’ date and the expiry date will automatically adjust accordingly. So if someone applies for a permit that expires in 2 weeks but the permit is not approved until 7 days after the application. As soon as the permit is approved, the valid from date becomes the date that the approval was granted. Therefore, the resident does not lose that time period.  
   
2.     Selecting the After Period will initiate the Variable Pricing Feature. For the Variable Pricing Feature, you can set it up so the first two permits sold during the year are a certain price and any permit after that is another price. (See number 5 in the diagram above)
2. On Date (see Diagram 2 below):
   
1.       The On Date criteria is meant for permits that expire on a specific date. Once you select the On Date option enter the date you wish to have the permit expire and a drop down will appear for the Valid Date. Within are two options:
   
1.       Year Round – select this if the permit is set to expire on December 31 of that year
   
2.       (Valid) On Date – select this and enter the date that the permit is Valid from – this will typically be used in situations where there are permits for Fire Seasons (periods of time: i.e., April 1 – October 1).  
   
2.     It will be important for your records that on or around the expiry date that you create a new template with the appropriate Identifier.
   
4. Approval - setting whether the permit will be Automatically or Manually Approved.
   
1. Automatic Approval = By setting auto approval, the permit will be accessible to the applicant in the form of a PDF document as soon as they complete the application process.
   
2. Additionally, if a permit is automatically approved and you are charging for permits. The applicant will still have access to the PDF permit, however, the permit will have an UNPAID watermark across it. This will indicate to the applicant that the permit is not yet valid. 
   
3. Manual Approval =  the permit will not be valid and the website will tell the applicant that their application has been submitted for review.
   
4.  Manual – Accept Payment = By setting manual – accept payment, the system will act in the same manner as it does for basic manual approval however, this approval type allows the user to pay for their permit on the public site before it is approved.
   
5. Manual – Site Inspection Required = By setting manual – site inspection required, the system will again act in the same manner as it does for basic manual approval. However, it will trigger the system to show in the browse permits that there is a site inspection required: 
   
6. Moreover, when the applicant selects ‘My Permits’ on the website their permit will be accessible in PDF form. Again however, there will be a watermark saying PENDING, which will indicate that the permit is not valid.
   
7.    **When a permit is indicated via watermark to not be valid, the automated phone system will not allow them to activate their permit/register their burn**
   
5.  Price - setting a price will notify the website to present the PayPal Checkout at the end of the application.
   
1. Variable Pricing can also be set in this location where the system will automatically prompt the user according to the settings.
   
6. Identifier – this will be for your record keeping
   
1. It is recommended that you create new templates every year on or around December 31 to ensure good record keeping.
   
2. General guidelines for creating identifiers:
   
1. Keep them short
   
2. Distinguishable
   
3. Up-to-date
   
3. Example: If your Permit type is Open Air Burning – the Permit Template could be OAB-2019
   

Editing a Permit Template:

To edit a permit template, select the Blue Pencil attached to the specific permit type you wish to edit.

Once you select this, it will take you to the permit template page with the same fields as described in the Creating Permit Templates.