Entering system settings for Planning

  1. Select Planning > Setup > Planning System Setup.
  2. Select the IPS Setup tab.
  3. Specify this information:
    Site Specification Option
    Select the default site type for new applications. You can select Address, Asset, Parcel, or Property. The option that you select is displayed by default in the Primary Site list when users start new applications.
    Default Start Tab
    Select the tab that will be displayed when users first open the Start Application form.
    Enable Asset Sites
    Select this check box to allow assets to be used as primary sites.
    Note: If you select Asset from the Site Specification Option list, the Enable Asset Sites check box is selected automatically.
    Cash Budget #
    Specify the identification code for the budget account used to track fee payments and refunds. This account is credited when a fee is paid with cash, a check, or a credit card, to distinguish the payment from an escrow payment.
    Overpayment Budget #
    Specify the identification code for the budget account used to track fee overpayments.
    Revenue Budget #
    Specify the identification code for the budget account used to track funds owed to your agency. This account is credited when charges are added and debited when charges are subtracted because of fee adjustments and refunds.
    Automatically Confirm Payments
    Select this check box to automatically confirm fee payments. In a non-Billing environment, cash, check, credit, and debit payments must be confirmed before the associated fees are marked as paid.
    Note: If you're using CDR Billing, the Automatically Confirm Payments check box is not displayed. Payments only require confirmation in a non-Billing environment.
    Automatic Assignment Failure Log Type
    Specify the type of log entry that will be added if an automatic inspection or review assignment fails because the assigned employee is expired. A default log type called IRAAsnFail is provided.
  4. Click Save.