The Conditions screen is used to create the conditions documentation to be sent out to the applicant. Conditions are rules and policies set by your road authority for those who are working within your road corridor areas. Use the following list to jump to each section:
- Viewing the Conditions screen
- Generating the Conditions document
- Adding clauses
- Viewing & resending Conditions from the Prerequisites screen
Viewing the Conditions Screen
The Conditions screen can be accessed by clicking the Conditions option from the left-hand traffic light panel on PermitManager:
The screen appears as below:
If there are multiple pages of clauses, they can be accessed using the green tabs at the top of the list. Relevant conditions clauses will be shown beneath.
Generating the Conditions document
To include all clauses on the tab in the customer's Conditions document, click the Select All button at the bottom right of the screen. Otherwise use the tick boxes to check/uncheck each clause as required. When ready to create the document, click the Preview button at the bottom right. The following screen will load:
If the preview is correct, click Generate PDF at the bottom right of the screen to send the conditions to the applicant. Otherwise click Back to return to the clause list page.
The Conditions traffic light will remain orange until the applicant accepts the document on their end:
Once the applicant has accepted the Conditions, the traffic light will turn green:
If a particular permit requires a new specialised condition, it can be added by clicking the Create Condition button at the bottom left of the Conditions screen:
The following pop-up will appear. Enter the text for the new clause and click Save once completed:
The new clause will be added to the bottom of the existing list.
Please note that any clauses you create will remain on the system for other users to view and use. They can only be deactivated by an Admin.
Viewing & resending Conditions from the Prerequisites screen
Conditions Documents are stored on the Prerequisites screen under the Special Case Documents heading. To view the document once it has been generated, click View to the right of the listing to bring up a preview of the PDF:
In some cases, e.g. an applicant who has lodged their permit request manually, or does not have email/internet access, you may need to send the applicant their Conditions documents manually from the Prerequisites screen. In these cases, after you have generated the document, you can download and print them off to be sent to the applicant.
To do this, scroll to the Special Case Documents section and click Download to the right of the Conditions Document listing:
The file will then save to your PC, so it can be printed or emailed and sent to the applicant manually.