From the Permit Library, you can carry out bulk actions across all permits.
Navigate to the permit via the Permit Library.
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Navigate to Access permits > Permit Library from the home page via the blue tile or the side navigation bar.
Change the contact person for all current permits
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- In the list display, find all current permit permits using the table filters of a date value greater than today and set Workflow state to includes .
- Select the drop-down filter for Permit end date. Set to greater than date. Enter today’s date.
- Select the drop-down filter Workflow state. Set Filter Type to includes. Select Permit Issued.
- Use the top checkbox to select all permits in the list (all current permits).
Under the ACTIONS TAB,
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- Select drop-down Actions > Renew, Cancel etc
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The Action button allows bulk actions. For example, by selecting multiple permits you can apply for bulk renewals. This option is only active when one or more of the permits is selected. |