Overview
FSE permits track food service establishment operating permits within your FOG program. Each permit records the establishment's authorization to operate, its effective and expiration dates, payment information, and owner details. The system automatically updates permit status when expiration dates pass and can notify contacts before a permit expires.
π Note: The FSE permits feature must be enabled for your organization. If you do not see FSE permits under Permits in the sidebar, contact your SwiftComply administrator.
Where to find FSE permits
Click Permits in the left sidebar, then click FSE permits. This opens a searchable, filterable table of all FSE permit records for your organization.
You can also view FSE permits for a specific establishment from that establishment's detail page.
FSE permit statuses
Each permit has one of four statuses:
Status | Meaning |
Applied | The permit application has been submitted but is not yet active |
Active | The permit is current and valid |
Expired | The permit's expiration date has passed |
Canceled | The permit has been canceled |
π‘ Tip: When an FSE permit's expiration date passes, the system automatically updates its status to Expired.
Payment tracking
FSE permits include fields to track payment information:
Payment statuses:
Status | Meaning |
Paid | Payment has been received |
Not Paid | Payment has not been received |
Payment methods:
Method | Description |
Cash | Cash payment |
Check | Payment by check |
Water Bill | Payment added to water bill |
Credit Card | Credit card payment |
Not Applicable | No payment required |
What an FSE permit record contains
Field | Description |
Number | Unique permit number (required) |
Establishment | The food service establishment this permit belongs to |
Effective Date | The date the permit takes effect |
Expiration Date | The date the permit expires (unless "Does not expire" is checked) |
Does Not Expire | If checked, the permit has no expiration date |
Status | Applied, Active, Expired, or Canceled |
Payment Status | Paid or Not Paid |
Paid Amount | The payment amount |
Payment Method | Cash, Check, Water Bill, Credit Card, or Not Applicable |
Owner First Name | The permit holder's first name |
Owner Last Name | The permit holder's last name |
Business Street | Business address street |
Business City | Business address city |
Business State | Business address state |
Business Zipcode | Business address zip code |
Notes | Additional notes |
File | An uploaded file or document |
Custom Properties | Any additional fields your organization has configured |
Searching and filtering FSE permits
The FSE permits table includes filters to help you find specific records:
Filter | What it does |
Establishment | Search by establishment name |
Number | Search by permit number |
Status | Filter by permit status (Applied, Active, Expired, or Canceled) |
Owner first name | Search by permit owner's first name |
Owner last name | Search by permit owner's last name |
Business street | Search by business street address |
Business city | Search by business city |
Business state | Search by business state |
Business zipcode | Search by business zip code |
Expires At | Filter by expiration date range |
Effective date | Filter by effective date range |
Date created | Filter by creation date range |
Custom property filters | Filter by any custom property your organization has configured |
Expiration notifications
You can configure the system to send notifications to establishment contacts before an FSE permit expires. These notifications alert contacts a set number of days before the expiration date.
To configure FSE permit expiration notifications, go to Settings > Notifications > FSE Permit Expiration. See Setting Up Pump Out, Permit, and Overdue Notifications for full setup instructions.
FAQ
What are the FSE permit statuses?
Applied (application submitted), Active (current and valid), Expired (expiration date has passed), and Canceled (permit was canceled).
Does the status automatically change to Expired?
Yes. When the expiration date passes, the permit status automatically updates to Expired. FSE permit notifications can alert contacts before this happens.
What payment methods are tracked?
Cash, Check, Water Bill, Credit Card, and Not Applicable.
What is the "Does Not Expire" option?
Checking "Does Not Expire" removes the expiration date requirement. The permit will remain in its current status indefinitely without auto-expiring.