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  PTWin User Tips / UPGRADING  Upgrading

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Upgrade Issues I
How data storage differs

Redefining Calculated Fees and User Rights

Tip #: 3.1.45
Ver(s):PTWin32

If you are upgrading from PTWin version 2.x you will find a number of changes to certain data tables. 

For example, The Parcel Number field in version 2 is 24 characters long, while in PTWin32 it has been lengthened to 32 characters. You will also notice entirely new fields like those for cell phone numbers and email addresses.

Additionally, some of these changes to data tables have been made to support new functions not present in PTWin version 2.x.

When you run the upgrade program to move your version 2 data into PTWin32, you’ll notice that the new fields don’t have any data in them for your old record.

Usually this is not a problem, but there are two circumstances where your PTWin version 2.x data is not applicable to PTWin32.

The first is in Calculated Fees. In version 2 you could create a Calculated Fee based on the values in a related fee record. In PTWin32 we have added the ability to create a Calculated Fee that works with a value in a field that you specify. Plus, now we remember the reference with the fee, so you don’t have to respecify it each time a fee is charged.

This addition makes your old Calculated Fees incompatible with PTWin32, and so they are not brought along as part of the upgrade. Redefine your Calculated Fees by selecting Fee Tables from the Options Menu and then click on the Calculated Fees tab.

The second area affected by new features in PTWin32 is Security.

If you select Security from the Options Menu and examine the User List window you will notice that many modifications have taken place between PTWin version 2.x and PTWin32.

In version 2 you could assign rights to individual users for Permit, Inspection, License, Code Enforcement and System Administration functions.

In PTWin32 we have added permitconnect.com Passwords, Parcels, Reports, and 3 settings to control Permit Views.

As a function of the upgrade we must assign something to these new settings for each user. In doing so we want to err on the side of caution, so we do not give away any editing rights. Each of the new settings not available in PTWin version 2.x has been set to the most benign alternative.

In the case of Permit Views this means that the Front Desk and Plan Review views have been set to View Only, and the Default View is set to Management.

Both permitconnect.com Passwords and Reports have been set to No Access, while Parcel has been set to View Only.

These settings are a safer alternative than guessing what your intentions might be. To edit your User List select Security from the Options Menu.

 

 

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