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titleWhen do we use this?

Permit Switch allows you to changes a person’s current permit for another permit and review the price differences if they exist. This also allows you to choose between the prorated price and full price upon switching the permits. 

There are three scenarios possible with permit switch.

  1. Switching a user from one permit number to another in the same lot
  2. Switching permits between two users in the same lot
  3. Switching a user from one permit number to another in a different lot

Table of Contents


Performing Permit Switches Between Users


Select the lot that the user's permit is currently in, and select their current permit number. In our example, we are switching James Rockwood's Permit from 123 to 124 in the Red Student Lot West. 

In the Old Permit field select the permit number you wish to switch. 

(Red Student Lot West permit #123) 

In the New Permit Lot we select the

same lot (Red Student Lot West permit #124) 

Important Things to Note:

 

lot that we are switching the permit to.  

Permits that are already rented by other users will appear with an asterisk and a

colour

color highlight along with the

user name

username who owns the permit as you can see in the image below.
The Blue highlight indicates the line item you are hovering over in order to make your selection.

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The resulting screen will look like this : image seen below when the permits have been selected. Click on Switch two permits to enact the process.

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The Permit Switch Confirmation screen is displayed . Confirm the information. Click where you can review the changes and select weather to choose the Full Price or Prorated Price. You need to complete the Reason for Action and click the Switch User Permit button to confirm the changes. 

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At the top of the screen, a message in red text will indicate the permits have been switched.

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Switching permits between two users in the same lot

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If the permit values are the same then the differences will not display, however, if the values are not the same then you will be shown the difference between both the prorated and the full price of the permits being switch. 

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Once the permit switch has been completed you a new window will display with the changes that have been made. 

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Moving Permits from One User to the Next

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In this scenario, we are switching permit number between James Rockwood (Permit 12360) with Ryan Williams Mashbury (Permit121)

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The confirmation screen will appear showing the switch to be made.

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Permit 59). Start by searching for your current permit holder and click Search followed by Select

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All of the permits that user currently owns will be displayed along with the second user search input field. Select the permit you want to swich and add the second user to the search field followed by Search 

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Click Move Permit followed by Ok to confirm the permit move. In this example we will be moving the permit 59 to James Rockwood. 

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The permit will be automatically moved from the selected user to the next. 


Switching a user from one permit number to another in a different lot

In this scenario we are switching permit number from James Rockwood's permit 124 Red Student Lot West  to permit 641 in Parkade Lvel 3





The confirmation screen will appear showing the switch to be made.



Important Things To Note:
Notice there is a cost difference between the two lots. The system will calculate the difference. In this case the lot we are moving to is less cost resulting in a credit that is listed at the bottom of the screen in Green. The credit will show in the users profile as follows.


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