Setting Up General Information for Business License Types

This topic describes how to set up General Information sections for Business Licenses.

General Information Overview

General Information sections apply when you are implementing the option to allow multiple license types to be selected and combined into a single intake form. The General Information section is designed to contain the information that is common to all your business types so that applicants don't need to enter the same common information repeatedly for each license type.

Creating a General Information section is like creating a miniature transaction type and intake form. First you must create the General Information transaction type, and then you create the General Information intake form.

Setting up single intake for multiple license types involves these tasks.

Task	Documentation
1) Set up General Information for business license types	This topic.
2) Create General Information forms for business licenses	Creating General Information Forms for Business Licenses
3) Enable selecting multiple business license types on the Apply page	Setting Up Agency-Level Options for Business Licenses

Creating a General Information Transaction Type

To create a General Information transaction type:

1. Select Business License Setup > Business License Type > Business Licenses.

2. Click Add.

3. Note the Classification is Business Licenses to indicate the offering.
4. For Subclassification select General Information.
   Note: The number of fields displaying on the Business License Type page greatly reduces. For General Information sections, you don't need to provide all of the information required for a typical business license type, like fee schedules, workflow, inspections, and so on. The General Information transaction type uses only a subset of the typical business license type attributes and features.

5. Enter a Business License Type value, such as General Information.

6. Enter a Business License Type ID value, such as GeneralInfo2023.

7. Refer to the Business License Types documentation for information on the remainder of the attributes.

   For more information on the business license type attributes, see Setting Up Business License Types.

   Note: If all your business licenses will be using a unified Terms of Use document, you can set the Terms of Use ID for the General Information license type. That way all the business license types included in the single intake form will use the selected Terms of Use document. If you have different Terms of Use documents that apply to different license types, set the Terms of Use separately for each individual license type.

8. Click Save.