Setting Up Transaction Groups

Transaction groups are the first level of categorization that you can select when you define your business license, permit, and planning application types.

If desired, you can set up transaction groups. This setup is not required.

Adding Transaction Groups

1. Select Common Setup > Transaction Group.

2. On the Transaction Group page, click Add to add a new group.

3. On the Transaction Group Details page, enter a values for the group.

   Page Element	Description
   Group	Enter a group name for the transaction types.
   Description	Enter a description of the group.
   Applicable Classification	Select a product area from these options: Business Licenses Permits Planning and Zoning

4. Verify that the Enabled switch is turned on. The option is active by default for a new transaction group.

5. Click Save.

Modifying Transaction Groups

1. Select Common Setup > Transaction Group.

2. On the Transaction Group page, select the row for the group that you want to modify.

3. On the Transaction Group Details page you can:

   • Edit the description. You cannot change the group name.

   • Select an Applicable Classification check box.

   • Click the Enabled switch to enable or disable the transaction group.

4. Click Save to save any changes.

Deleting Transaction Groups

1. Select Common Setup > Transaction Group.

2. On the Transaction Group page, select the row for the group that you want to delete.

3. If you want to delete the group, click the Delete button.

4. If you want to delete multiple groups, you can delete them from the grid on the Transaction Group page:

   1. Click the Edit icon.

   2. Select the check boxes for the transaction group rows to delete.

   3. Click the Delete icon.