Clone a Contractor Type

You can create a contractor type based on an existing one by cloning the desired template, then editing the new template to make it unique.

PREREQUISITES:

  • The Contractor security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have a country code, state, and zip code set up. See Country Setup for more information.
  1. From the home page, click Permitting and click Contractor Setup.
  2. Click the Contractor Types tab.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. On the Contractor Types panel, select a contractor type and click Clone selected records.

  1. Edit the Type and a Description fields in the Add Contractor Type section.
  2. Click Add.