Setting Up Transaction Groups

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

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

Adding Transaction Groups

1. In the Functional Setup Manager, select Setup: Public Sector <Offering> > Functional Area: Agency Profile > Task: Manage Transaction Application Groups.

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

3. 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

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. On the Transaction Group page, 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 can't 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. On the Transaction Group page, select the row for the group that you want to delete.

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