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System & Report Settings / Record & Printing Blocks

Tip #: 3.1.44
Ver(s):PTWin32

There are over forty things you can do to personalize the way your installation behaves on the PTWin32 System Settings window.

You can get to the System Settings window from the Options Menu of PTWin32 but you will need to be logged on as a user with System Administration privileges.

The System Settings windows contains a tabbed notebook with four pages as follows:

System Settings – The upper half of this page contains a series of check boxes that control various functions in PTWin32. The first governs the rounding of fee calculations; the next one activates User-action Logging, which creates a log file tracking critical PTWin32 activities by User number.

The third check box restricts the ability to delete records to System Administrators. The fourth activates automatic permit status changes based on the status of the permit’s Approval records. The last check box allows you to have the User’s name recorded when creating new fees and receipts.

Finally, use the combo box to select which date the Building Tally report will use.

The lower half of the page contains a series of fields that can be used to automatically calculate and update the expiration dates for a permit or an application.

Report Settings – On this page you should fill in the name, address, and any other identifying information you would like to appear at the top of your reports.

The bottommost field on the page is for your Jurisdiction’s logo or seal.

Record Blocks - This page of the System Settings window contains a variety of alternatives for automated crosschecks of your PTWin32 data.

The top section of the page determines a series of optional tests that can be performed whenever a Contractor is assigned to a permit.

PTWin32 can check a Contractor’s state and local license expiration dates, as well as the expiration date of Workers’ Compensation and other insurances.

The middle panel of the Record Blocks page provides tests that can prevent the scheduling of an inspection based on any of up to three Status field values that you define.

You can also block the scheduling of an inspection for a permit that has Approval records that have not been approved. And you can additionally block the scheduling of an inspection if the permit has any unpaid fees.

The lower portion of the Record Block page involves tests to prevent the creation of an inspection record (as opposed to scheduling an inspection).

You can block the addition of an inspection record based on any of up to three Status field values that you define, unapproved Approval records, or unpaid permit fees.

Printing Blocks – The Printing Blocks page of the Systems Settings window allows you to control when the permit or certificates of occupancy are printed.

The top panel controls the printing of the permit and allows you to block printing based upon any of up to three Status field values you specify, unapproved Approval records, or unpaid permit fees.

The center panel of the Printing Blocks tab controls the printing of a temporary certificate of occupancy and contains the usual three Status field value tests along with the unapproved Approval and unpaid permit fees tests.

The bottom panel controls the printing of a permanent certificate of occupancy and has the usual Status, Approval, and unpaid fees tests.

Additionally there is a checkbox on this panel that will prevent the printing of a permanent certificate of occupancy in the absence of a passed Final Inspection record for the permit.

This article sums up what can be personalized on the System Settings window of the Options Menu. Actually, there are a number of other alternatives available to you to customize your PTWin32 installation.

You can also create custom permits, reports, selection values, fees, and user definitions, as well as many other functions you will find under the PTWin32 Options Menu.

 

 

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