Overview

This article covers how to create new FSE permits, edit existing permits, and delete permits you no longer need. FSE permits can be created from the global permits page or from an individual establishment's profile.

Creating an FSE permit

Click Permits in the left sidebar, then click FSE permits.
Click Add FSE permit.
Fill in the required and optional fields:

Field	Required	Notes
Number	Yes	Must be unique across your organization
Establishment	Yes	Searchable autocomplete. Type at least two letters to search.
Effective Date	Yes	Date picker. Must be before the Expiration Date.
Expiration Date	Yes*	Date picker. Not required if Does not expire* is checked.
Does Not Expire	No	Checkbox. When checked, the expiration date is cleared.
Status	Yes	Select from: Applied, Active, Expired, or Canceled
Payment Status	No	Paid or Not Paid
Paid Amount	No	Decimal amount for the payment
Payment Method	No	Cash, Check, Water Bill, Credit Card, or Not Applicable
Owner First Name	No	The permit holder's first name
Owner Last Name	No	The permit holder's last name
Business Street	No	Business address street
Business City	No	Business address city
Business State	No	Business address state
Business Zipcode	No	Business address zip code
Notes	No	Text area for additional information
File	No	Upload a supporting document
Custom Properties	Varies	Additional fields configured by your organization

Click Save.

📝 Note: You can also create an FSE permit from an establishment's detail page by navigating to the FSE Permits tab and creating from there. The establishment is pre-selected when you create a permit this way.

Editing an FSE permit

Open the FSE permit by clicking it in the FSE permits table.
Click Edit.
Update the fields you want to change.
Click Save.

Deleting an FSE permit

Open the FSE permit.
Click Delete.
Confirm the deletion when prompted.

📝 Note: Deleting a permit permanently removes it from the system. This action cannot be undone.

Customizing the FSE permit layout

The FSE permit layout controls what your printed and emailed FSE permits look like. You design it once, and every FSE permit you print or email uses it. The layout supports rich text, images (like your city seal or a header banner), and dynamic fields that pull live data from each permit at print time.

Editing the layout

Click the Settings gear icon in the top-right corner of the page.
Click Permits in the settings sub-sidebar.
On the FSE Layout tab, edit the body using the rich text editor. Use the toolbar for formatting, lists, links, and the paperclip icon to insert images.
Insert dynamic fields anywhere in the body using the %{field_name} format. Reference fields are listed at the bottom of the layout page (see below).
Click Save to apply your changes.

Use the Preview button (next to Save) to render the layout against a sample permit before saving. Pick the sample permit from the dropdown to the left of the Preview button.

Available dynamic fields

You can place these placeholders anywhere in the layout body. They are substituted with live values when a permit is printed or emailed.

Permit fields:

%{permit_number} -- the permit number
%{permit_establishment_name} -- the establishment name on the permit
%{permit_effective_date} -- the effective date
%{permit_expiration_date} -- the expiration date
%{permit_status} -- Applied, Active, Expired, or Canceled
%{permit_payment_status} -- Paid or Not Paid
%{owner_first_name} -- the permit owner's first name
%{owner_last_name} -- the permit owner's last name

Establishment fields:

%{location_name} -- the establishment's name
%{location_street} -- street address
%{location_city} -- city
%{location_state} -- state
%{location_zip} -- zip code
%{location_type} -- the establishment type
%{establishment_business_address} -- the full business address
%{inspector_signature} -- the assigned inspector's signature image

GCD fields:

%{gcd_list} -- a list of GCDs linked to the establishment

Layout changes apply to future prints and emails only. Permits already printed or emailed are unaffected.

What happens next

After creating: The permit appears in both the global FSE permits table (under Permits > FSE permits) and the establishment's FSE Permits tab.
Expiration notifications: If FSE permit expiration notifications are configured (in Settings > Notifications > FSE Permit Expiration), the system sends alerts to subscribed contacts a set number of days before the permit expires.
Automatic expiration: When a permit's expiration date passes, the system automatically updates the status to Expired.
Printing: You can generate a PDF of the permit from the permit detail page. See Printing, Bulk Printing, and Customizing the Print Layout for details.