Permit Switch

This administrative tool allows OPS-COM administrators to manage parking assignments by swapping permit locations or transferring permit ownership between users. This feature is essential for processing permit transfers and updating parking assignments efficiently.

Setup and Configuration

This feature is a standard administrative tool and requires no specific setup or configuration. Its functionality is based on existing user and permit data already present within your OPS-COM environment.

Using this Feature

The Permit Switch tool provides two primary functions for managing permit assignments: swapping permits and moving permits between users.

Swapping Permits

Use this process to exchange permit assignments between two users or to move one user to a different, vacant permit.

1. Select the lot and permit number for the first permit in the Current Permit fields.

2. Select the lot and permit number for the second permit in the New Permit Lot fields.

   • Note: Permits already assigned to other users will be highlighted and will display the name of the current owner.

3. Click the Switch two permits button.

4. Review the price difference on the confirmation screen and select either the Full Price or Prorated Price radio button.

5. Enter a mandatory Reason for Action.

6. Click the Switch User Permit button to finalize the swap.

Moving a Permit from One User to Another

Use this process to transfer ownership of a specific permit from one user to another.

1. Locate and Select the user who currently holds the permit using the first user search field.

2. Review the list of their assigned permits that appears.

3. Select the specific permit you wish to move.

4. Locate the user who will be receiving the permit in the second user search field that appears.

5. Click the Move Permit button.

6. Click Ok in the confirmation dialog to finalize the transfer.

Best Practices and Considerations

• Invoice Responsibility: Moving a permit from one user to another does not transfer any associated invoices. The original user remains responsible for any outstanding payments on their account.

• Automatic Price Calculation: When swapping permits with different values, the system automatically calculates the price difference, both at Full Price and Prorated Price rates. This difference is applied as a charge or credit to the user's account upon confirmation.

• Audit Trail: 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 permit's history, documenting why the administrative change was made.