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 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 Application Groups from the tasks list.

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

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

   Page Element	Description
   Group	Enter a group name for the transaction types.
   Description	Enter a description of the group.
   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 transaction group.

8. Click Save.

Modifying Transaction Groups

1. Navigate to the Transaction Group page and select the row for the group that you want to modify.

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

   • Edit the description.

   • Add or remove applicable classifications.

   • Enable or disable the transaction group.

   Note: You cannot change the group name.

3. Click Save to save any changes.

Deleting Transaction Groups

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

1. Navigate to the Transaction Group page and select the row for the group that you want to delete.

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