Setting Up Transaction Categories

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

If desired, you can set up categories for the different types of business licenses, permits, and planning applications. This setup is not required.

Adding Transaction Categories

1. Select the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

2. From the Setup drop-down list, select your offering.

3. From the Functional Areas list in the left panel, select Agency Profile.

4. The right panel shows the required tasks for the selected functional area. Select All Tasks from the Show drop-down list and then select Manage Transaction Categories from the tasks list.

5. On the Transaction Category page, click Add to add a new transaction category.

6. On the New transaction category drawer, enter values for the transaction category fields:

   Page Element	Description
   Category	Enter a category name for the transaction type.
   Description	Enter a description of the category.
   Applicable Classification	Select one or more offerings from these options: Business Licenses Permits Planning and Zoning

7. Verify that the Enabled switch is turned on. The option is active by default for a new category.

8. Click Save.

Modifying Transaction Categories

1. Navigate to the Transaction Category page and select the row for the category that you want to modify.

2. On the Transaction category details drawer, you can:

3. On the Transaction Category Details page you can:

   • Edit the description.

   • Add or remove applicable classifications.

   • Enable or disable the transaction category.

     Note: You cannot change the category name.

4. Click Save to save any changes.

Deleting Transaction Categories

You can delete a transaction category only if it is not associated with any application type.

1. Navigate to the Transaction Category page and select the row for the category that you want to delete.

2. On the Transaction category details drawer, click the Delete button.