Setting Up Transaction Subcategories

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

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

Adding Transaction Subcategories

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

2. From the Setupdrop-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 Subcategories from the tasks list.

5. On the Transaction Subcategory page, click Add to add a new subcategory.

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

   Page Element	Description
   Subcategory	Enter a subcategory name for the transaction type.
   Description	Enter a description of the subcategory.
   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 subcategory.

8. Click Save.

Modifying Transaction Subcategories

1. Navigate to the Transaction Subcategory page and select the row for the subcategory that you want to modify.

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

   • Edit the description.

   • Add or remove applicable classifications.

   • Enable or disable the transaction subcategory.

   Note: You cannot change the subcategory name.

3. Click Save to save any changes.

Deleting Transaction Subcategories

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

1. Navigate to the Transaction Subcategory page and select the row for the subcategory that you want to delete.

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