Permit States

Managing

Permit States

Clickin AdminOPS-COM Optionsallow administrators to define and manage the various statuses a parking permit can have within the system (e.g., ParkingActive, followedExpired, byVoided, ManageLost). PermitThis States.
feature is essential for accurately tracking the lifecycle of permits, facilitating efficient management, and providing clear reporting on permit validity and usage.

Using

this

Feature

The Manage Permit States page displaysprovides witha allsimple ofinterface theto availableadd, choices.edit,
and delete various permit states.

1.

AddingHover over System Configuration, Parking, and click Manage Permit States

To

Adding 

1. Click the Add Permit State button.
2. Enter the desired Permit State Name and choose if this permit will be a Valid state or not.
3. Click Save Changes to add athe new permit state click Add Permit State and completeto the requiredlist.
field

followed by Save Changes. 

Editing Permit

States

1. To edit an existing permit statesstate, clicklocate it in the list.
2. Click the Edit button next to the permit statestate.
you
3. Make wishyour updates
4. Click Save Changes to makeapply updatesyour to.updates.
This

will open a new modal window allowing you to change the existing name of that item. 

Deleting Permit States

To delete permit states simply click the Delete button next to the permit state you wish to remove from the list. A modal window will appear asking you if you are sure you wish to delete this permit state. 

Important

In order to delete a permit statestate, it must not currently be usedin use by any permits in the system. AdminsAdministrators willmust first need to make sureensure that no permits are usingcurrently assigned this permit state before it can be removed. This isprevents topermit prevent permitsrecords from having blank or invalid state information byif deleting thesethe permit statesstate is deleted while they're in use. 

1. To delete a permit state, locate it in the list.
2. Click the Delete button next to the permit state.
3. A modal window will appear, asking for confirmation.
4. If you are sure you wish to delete the permit state, click Delete in the confirmation window.

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Best Practices & Considerations

• Comprehensive States: Define a set of permit states that accurately reflect the entire lifecycle of a permit within your operations, from creation to expiration or invalidation.
• Clear Naming: Use clear, concise, and easily understandable names for your permit states (e.g., "Active," "Pending Payment," "Revoked," "Expired").
• Data Integrity: Always ensure that no permits are currently assigned to a specific state before attempting to delete it. Reassigning permits to another valid state is crucial to prevent data inconsistencies.
• Impact on Reporting: Permit states are fundamental for various reports, such as active permit counts, expired permit analysis, or voided permit reconciliation. Accurate state management ensures reliable reporting.
• Workflow Integration: Consider how different permit states fit into your operational workflows (e.g., what actions trigger a permit to change from "Pending" to "Active").