Video Overview

FSE Permit Layout

As an admin user, you are able to format the layout of FSE permits.

To access these settings, click the cog icon in the top right corner to access Settings. From the menu on the left, select Permits.

This tab allows you to create the layout of FSE permits. The word processing in this section works similarly to other word processing systems.

A list of 'helpers' that you may want to include in the body are shown on the page. For example, using %{permit_establishment_name} will populate the name of the establishment associated with the permit.

You are able to customize fonts, include lists and quotes, and insert hyperlinks. To include a file, such as an image, select the small paperclip icon.

To preview a permit, first select a permit from the dropdown list and select Preview to view the permit. Click Save when finished.

New Update: Red Text, Centered Text, and New Font Size!

Red Text

Centered Text

New Font Size: h2

Provider Templates

In this section of your settings, you are also able to add and edit provider permit templates.

To access these settings, click the cog icon in the top right corner to access Settings. From the menu on the left, select Permits, then select the 'Provider Templates' tab.

Select Create template to create a new provider permit template.

To edit an existing template, click on the blue template name.

Assign a name for the template (required). It is also recommended to write a short description, and you'll need to select a permit print map from the dropdown menu.

Under the 'Questions' section, you can start building your template.

To add a new question, select the blue ‘+’ symbol. To delete a question, select the gray ‘-’ symbol.

There are 11 question types available, and by default they are optional. Below is a table defining the different question types you are able to create in a provider permit template:

Short Answer	A sentence or two response.
Paragraph	Can be multiple sentences in response.
Multiple Choice	Create the choices that the city user can select from. The user can only select one option.
Checkboxes	Create the choices that the city user can select from. The user can select multiple options.
Dropdown	The user can only select one option from a dropdown menu.
Date	Allows the user to select a date. Can be typed in or selected from a calendar.
Number	Allows the user to enter a number. The system will note entries that are not a number.
Signature*	Allows for a signature to be either typed or drawn, with a time stamp. The signature will appear on the review of the enforcement, as well as any downloaded pdfs.
File Upload	This allows the user to upload a file. From a smartphone this link will open the phone camera.
Fixed Text	Type in an amount of fixed text you want to show up in the inspection form.
Simple Signature	Loads a picture of the user's signature, which is created in settings.

Click the check mark next to ‘Required’ beneath a question to require the question to be completed.

Conditional questions are questions that appear based on the answer to a previous question. To add a conditional question, check the 'Conditional' checkbox beneath a question, then select the conditions under which you would like this conditional question to appear.

Click Save to save your template.

If a template is no longer relevant, it may be disabled. To archive it, click on the blue name of the template, and click Archive in the bottom left corner of the template.

If a template is archived and you would like to use it again, select Restore in the bottom left corner to reactivate the template.