Versions Compared

Old Version 1

changes.mady.by.user Linda MacDonald

Saved on

compared with

New Version Current

changes.mady.by.user Linda MacDonald

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

  1. Navigate to Access permits > Application Tracker from the home page via the blue tile or the side navigation bar.
    Image Removed
    All saved permit applications Registrations > Registration details

  2. All registrations for the active account will be listed.

    Tip

    To view Permit Applications by their status, select the tabs at the top – All, Draft or Submitted, or change the order of the list by clicking on the column headers. This will re-sort the list on that parameter.

  3. Scroll through the list or use the drop-down filters to find a permit application.

  4. Select Tab Options> to change columns, clear filters or export information.

Image Removed

Search and Filters

Tip

Use the drop-down under each column to search / filter application list.

Click on the column headers to sort the list on that parameter.

 

Image Removed

 Custom Tabs

Add new Columns

  1. Select Tab Options>Change columns.

    Image Added

  2. Click on the Column Selector tab. 

  3. Select the columns you would like to be added to the table.
  4. Scroll to the bottom of the page and select Apply to save.

    Image Added

  5. To change the order the columns appear in the table, select Column Order.
  6. Use the arrows to change the display order of the columns.

Image Added

 Adding a new Tab

Tip

Create a custom view of the available information by adding a custom tab.

Image Removed


Image Added

  1. Select Add Tab to create a custom tab.For more information view Getting Started > Tabs and Tables.
Tab Options
Tip
  1. Use the
drop-down Tab Options menu to change columns in the current view, clear filters or export vehicle configuration information.

 Image Removed 

This function allows bulk updating. For example, archiving multiple permit applications.

Tip

This option is only active when one or more of the applications is selected.

  1. Select drop-down Actions to view options.

Image Removed

  1. Select New Application.
  2. Enter a reference, click OK.
  3. A New Permit Application will open.
  4. Follow the 6 step process at the top of the page to complete the Permit Application. 

For more information about how to complete the 6 Step permit application process, see Apply for a permit.

Tip

Using consistent naming conventions will make it easier for you and your team to find permit applications in the future. See Naming conventions for Permit Applications

  1. Select Amend, Renew or Cancel button.
  2. Enter reference, click OK.
  3. An Amend / Renew / Cancel Permit Application will open.
  4. Follow the process at the top of the page. 
  1. Select the icon as per below to copy, view or update a permit application (to the far right of the permit application row).
     Icon Actions

    Image Removed

    Copy Application

    Image Removed

    View ApplicationImage RemovedUpdate Applicationcolumn selector to display the required fields on the custom tab view.

Search and Filters


Tip

Use the drop-down under each column to search / filter application list.

Click on the column headers to sort the list on that parameter.

 Image Added