Permit Switch

This article describes the administrative tool for performing permit switches and moves. This feature provides two distinct functions: swapping permit assignments between two permits, and moving a permit from one user to another. This tool is essential for managing changes in user parking assignments or handling permit transfers. This guide is intended for OPS-COM administrators.

Using this Feature

The tool offers two primary functions which are detailed below. This feature is a standard administrative tool and does not require any specific configuration to use. Its functionality relies on existing user and permit data.

Performing Permit Switches BetweenSwapping Permits
 

This process is used to exchange permit assignments. This can be between two users, or for moving one user to a different, vacant permit.

• Select the lot thatand permit number for the user'sfirst permit is currently in, and select their current permit number. 

  Inin the Current Permit fieldfields.

  select

• Select the lot and permit number you wish to switch. Infor the second permit in the  New Permit Lot wefields. select the lot that we are switching the permit to.  

  Permits that are already rentedassigned byto other users will appearbe withhighlighted aand color highlight along withdisplay the usernameowner's whoname.

  owns

• Click the permit as you can see in the image below.
  The Blue highlight indicates the line item you are hovering over in order to make your selection.

  

  The resulting screen will look like this image seen below when the permits have been selected. Click on Switch two permits tobutton.

  enact

• On the process.

  confirmation

  You canscreen, review the changesprice difference and select weather to chooseeither the Full Price or Prorated Price. Youradio needbutton.

  to
complete
• the

  Enter a mandatory Reason for Action.

  and
click

• Click the Switch User Permit button to confirmfinalize the changes. swap.

  

If

the permit values are the same then the differences will not display, however, if the values are not the same then you will be shown the difference between both the prorated and the full price of the permits being switch. 

Once the permit switch has been completed you

Moving a new window will display. 

Important Things To Note:
Notice there is a cost difference between the two lots. The system will calculate the difference. In this case the lot we are moving to is less cost resulting in a credit that is listed at the bottom of the screen in Green. The credit will show in the users profile as follows.

 

Moving PermitsPermit from One User to the Next

Another

MovingThis permitsprocess transfers ownership of a specific permit from one user to the next will not carry over any invoices. another.

• In thisthe scenario,first weuser aresearch switchingfield, permit number between James Rockwood (Permit 60) with Mashbury (Permit 59). Start by searching for your current permit holderfind and click Search followed by Select.

  the

  
  

  user

  Allwho currently holds the permit. A list of thetheir assigned permits that user currently owns will be displayeddisplayed.

  along
with
• the second user search input field.

  Select the permit you wantwish to switchmove. andA addsecond user search field will appear.

• In the second usersearch tofield, find the searchuser fieldwho followedwill bybe Searchreceiving the permit.

  

• Click the Move Permit followedbutton.

  by

• Click Ok to confirmin the confirmation dialog to finalize the transfer.

Best Practices & Considerations

• Moving a permit move.from Inone thisuser exampleto weanother does not transfer any associated invoices. The original user remains responsible for any outstanding payments on their account.
• When swapping permits with different values, the system automatically calculates the price difference, both at full and prorated rates. This difference will be movingapplied theas permita 59charge toor James Rockwood. 

  

  The permit will be automatically moved from the selected usercredit to the nextuser's afteraccount upon confirmation.

• Always enter a clear and concise Reason for Action when performing a switch. This creates an important audit trail that can be reviewed in the confirmationpermit's alerthistory, boxexplaining haswhy beenthe confirmed.
  administrative change was made.